Licensed Assistant

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

Benefits offered by this job

Health, dental & vision insurance

Disability & life insurance

Retirement savings plans

Paid time off & holidays

Wellness programs

Job summary

Manulife/John Hancock is seeking a Licensed Assistant to support Corporate Advisors with client service, account management, and administrative tasks. The role requires securities licenses and bilingual English/French communication to assist clients across jurisdictions.

You will manage calendars, client data in CRM, and prepare reports for meetings. Ideal candidates have an undergraduate degree, strong MS Office skills, CRM experience, and the ability to work in a fast-paced financial services

Qualifications

• Undergraduate degree strongly preferred.
• Experience in a similar role, preferably within financial services.
• Proficient with Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint).
• CRM experience (SalesForce) and PowerBI an asset.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as first point of contact for clients and handle service requests.
• Maintain client information and process account changes and transactions.
• Schedule client meetings and prepare documentation and reports.
• Ensure regulatory compliance in documentation and processes.

Skills

Bilingual (French/English)

Excellent communication

Attention to detail

Team player

Discretion with sensitive information

Organizational skills

Education

Undergraduate degree strongly preferred

Tools

MS Outlook

Teams

Word

Excel

PowerPoint

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. Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

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:

• 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].

Referenced Salary Location CAN, Quebec, Montreal, 1245 Sherbrooke West

Working Arrangement Hybrid

The compensation for this role includes salary and sales incentives and is expected to be between $50,000.00 CAD - $90,000.00 CAD. Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the compensation range for your location.

• 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 [e-mail] for more information about U.S.-specific paid time off provisions.
• We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

We work to build a diverse workplace. We will ensure a priority of access by fostering a safe workplace for all. We celebrate the diversity of backgrounds, perspectives, and ages.