Associate, Investment Counsel Support (Toronto, Calgary and Vancouver)

Manulife; Calgary; On-site; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking financial services provider as an Associate in Investment Counsel Support. This role offers a unique opportunity to engage with high net-worth clients, providing essential administrative and sales support while ensuring compliance with regulatory requirements. You will collaborate closely with Investment Counselors to deliver exceptional client service and maintain data integrity. The position encourages personal and professional growth in a supportive environment that values inclusion and well-being. If you are passionate about the wealth management industry and eager to enhance your skills, this is the perfect opportunity for you.

Benefits

Flexible work environment

Career development opportunities

Diversity and inclusion initiatives

Qualifications

• Experience in high net worth client service and wealth management.
• Minimum of 2 years relevant experience is valuable.

Responsibilities

• Deliver personalized client service alongside Investment Counselors.
• Administer client accounts and ensure compliance with regulations.

Skills

Communication Skills

Organizational Skills

Client Relationship Management

Attention to Detail

Proficiency in Mandarin

Proficiency in Cantonese

Education

Post-secondary education

CIM designation

CFA or CFP certification

CSC completion

Tools

Client Management Software

Microsoft Office Suite

Job description

Associate, Investment Counsel Support (Toronto, Calgary and Vancouver)

The role 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 Associate 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.

Main 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 service level agreements.
• 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.

Experience and Qualifications

• High Net Worth clients service experience and 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.
• Proficiency in Mandarin and/or Cantonese is considered an asset.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our story.

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.