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Bilingual Associate, Investment Counsel Support (Montreal)

Société Financière Manuvie

C'est un Contract job à Montreal, QC publiée le juin 26, 2024.

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

The role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve. The Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW’s high net-worth clients.

Success in this role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve teamwork with individuals internal and external to the organization.

The successful candidate will also provide direct client service experience and an opportunity to learn the operational processes and key regulatory accountabilities involved in delivering discretionary investment management to high-net-worth clients.

Duties and Responsibilities:

  • Collaborating with Investment Counselors to deliver a high level of personalized client service.
  • Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.
  • Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.
  • Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.
  • Assist with client performance and tax reporting.
  • Maintaining client data and performing data integrity checks for quality control.
  • Provide back-up support to other team members as necessary.

Qualifications:

  • High Net Worth clients service experience – familiarity with the wealth management industry.
  • Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.
  • CIM designation or other industry license such as CFA, CFP preferred.
  • Successful completion of CSC preferred.
  • Solid computer skills – with the ability to teach us ways that we could do things more efficiently, or better use the programs we have.
  • Superior client relationship management skills.
  • A desire to learn and grow.
  • Ability to communicate in English and French (verbal and written) required.

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us!
  • Flexible work policies and work-life balance.
  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first culture
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity!
  • We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
  • We build a business that benefits all partners and has a positive social and environmental impact

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Montreal, Quebec

Salary range is expected to be between

$68,250.00 CAD – $113,750.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.