Hybrid Bilingual Licensed Assistant for Financial Advisory

Manulife; Montreal; Hybrid; CAD 50,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision coverage

Pension plan

Employee assistance program

Job summary

Manulife invites applications for a Licensed Assistant to support Corporate Advisors with administrative tasks, client service, and account management. The role requires securities licenses (e.g., CSC, CPH, WME) and bilingual English/French communication to assist clients from various jurisdictions, including outside Quebec.

The position involves client support, scheduling, documentation, compliance, and collaborative teamwork within a fast-paced financial services environment.

Qualifications

• Undergraduate degree strongly preferred.
• Experience in financial services is a plus.
• Excellent proficiency with Microsoft Office (Outlook/Teams/Word/Excel/PowerPoint).
• CRM and PowerBI knowledge is an asset.
• Discretion handling sensitive information and strong communication skills.

Responsibilities

• Act as the first point of contact for clients and address service needs.
• Assist with account maintenance, information updates, requests, and transaction processing.
• Schedule and coordinate client meetings, prepare necessary documentation and reports.
• Respond to client inquiries promptly via phone, email, or in person to ensure excellent service.
• Manage advisor calendars, correspondence, and CRM record-keeping.

Education

Undergraduate degree strongly preferred

Tools

CRM / Salesforce

PowerBI

Job description

Manulife invites applications for a Licensed Assistant to support Corporate Advisors with administrative tasks, client service, and account management. The role requires securities licenses (e.g., CSC, CPH, WME) and bilingual English/French communication to assist clients from various jurisdictions, including outside Quebec.

The position involves client support, scheduling, documentation, compliance, and collaborative teamwork within a fast-paced financial services environment.