Licensed Assistant

manulife; Burlington; On-site; CAD 52,000 - 76,000; Full time

Job summary

Manulife Financial Corporation seeks a Licensed Assistant to support Corporate Advisors with client service, account management, and administrative duties in a fast-paced financial services environment. The role requires securities licenses (e.g., CSC, CPH, WME) and strong organizational skills.

The position involves client communication, scheduling, documentation preparation, and collaboration with compliance. Proactive individuals will thrive in a dynamic, client-focused team.

Qualifications

• Foundational knowledge of financial services is preferred.
• Proven ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Be the first point of contact for clients, delivering excellent service.
• Assist with account maintenance and processing requests.
• Coordinate client meetings and prepare documentation.
• Maintain client records in CRM complying with regulations.
• Support in preparing financial plans and investment reports.

Skills

Client service

Organizational skills

Communication skills

CRM experience

PowerBI

Education

Undergraduate degree

Tools

Salesforce

PowerBI

Job description

The Opportunity

The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME...) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment.

Client Support

• Act as the first point of contact for clients, answering questions and addressing service needs.
• Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
• Schedule and coordinate client meetings, preparing necessary documentation and reports.
• Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.

Administrative Tasks

• Manage the advisor's calendar, including scheduling meetings, client appointments, and conference calls.
• Handle incoming correspondence, prioritize, and distribute to the appropriate team members.
• Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.
• Prepare client reports, statements, and presentations for meetings.

Compliance and Documentation

• Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
• Stay updated on regulatory changes and work with the compliance department to ensure adherence.
• Assist in preparing for audits and regulatory reviews.

Account Management

• Process account openings, transfers, and updates.
• Handle the submission of trade orders under the direction of the investment advisor.
• Monitor account activities to ensure timely and accurate execution of orders and instructions.

Financial Planning Support

• Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
• Gather and organize financial data and research for advisor review.
• Support in preparing investment reports and analysis for clients.

Team Collaboration

• Collaborate with other team members to ensure client needs are met in a timely and professional manner.
• Provide backup assistance to other administrative staff when needed.

Job Requirements

• Ability to be registered as an Investment Representative with CIRO
• Undergraduate degree strongly preferred
• Previous experience in a similar role, preferably within the financial industry.
• Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)
• Fluent in CRM / SalesForce and PowerBI an asset
• Exceptional organizational and time management skills.
• Excellent verbal and written communication skills
• Strong attention to detail and ability to prioritize tasks effectively.
• Proven ability to work in a team environment.
• Discretion and the ability to handle sensitive information with integrity
• Knowledge of financial terminology and concepts is a plus but not required.
• Ability to build effective partnerships.
• Unwavering curiosity and a passion for learning

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.

The role being advertised is an existing vacancy.

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 https://www.manulife.com/en/about/our-story.html .

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 [e-mail] .