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Added 6 mins ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 6 mins ago
D
Senior Outcomes Consultant /Architecte principal(e) des résultats
Diabsolut
Canada
- Full-time
Plus de 7 ans d’expérience en conseil fonctionnel, en analyse d’affaires ou en mise en œuvre de technologies dans le secteur des services professionnels ou du conseil en technologies.
Added 6 mins ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 7 mins ago
S
Senior Principal, Transformation Management
Slalom
Toronto, ON · Greater Toronto Area, Canada
- Full-time
You will serve as a senior advisor to client executives and Slalom leaders, connecting strategic ambition to practical delivery. You will oversee multifaceted transformation journeys,…
Added 36 mins ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 36 mins ago
C
Enterprise Architect (Salesforce) – Healthcare & Life Sciences
Customertimes
Canada
- Full-time
This is a client-facing role. It calls for strong communication and real HLS industry insight. You’ll also need to turn business needs into architectures that hold up over time.
Added 36 mins ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 36 mins ago
HM
Key Account Manager
Highlight Motor Group
Vaughan, ON
- Full-time
…existing accounts. The successful candidate will act as a trusted advisor to clients while collaborating with internal departments to ensure exceptional service delivery and long-term…
Added 36 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 36 mins ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 36 mins ago
NB
Director Global Transaction Banking
National Bank of Canada
Montreal, QC
- Full-time
…National Bank Capital Markets (NBCCM) means acting as a trusted advisor to a diversified group of corporate, institutional and sponsor-backed clients headquartered in or having their…
Added 36 mins ago
NB
Real Estate Broker
National Bank of Canada
Calgary, AB
- Full-time
…Markets (NBCCM) means acting as a trusted commercial real estate advisor and contributing to the growth of our platform across Western Canada. This role gives you the opportunity to make a…
Added 36 mins ago
Territory Account Manager
Insight Enterprises, Inc.
Montreal, QC
…relations commerciales pour vendre des produits, logiciels et services par téléphone et e-mail. Ce poste reçoit des appels entrants et effectue des appels sortants axés sur le développement…
Added 51 mins ago
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Bodily Injury Claims Advisor
TD
Calgary, AB · Burlington, ON
- Full-time
…three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches. In Canada, we…
Added 51 mins ago
RB
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Royal Bank of Canada
Bradford West Gwillimbury, ON · Newmarket, ON · Richmond Hill, ON · ON · AURORA, Ontario
- Full-time
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Added 51 mins ago
A
Senior Vice President, Energy
AECOM
Ottawa, ON · Markham, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
Added 51 mins ago
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Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 51 mins ago
C
Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Mississauga, ON · Toronto, Ontario
- $125,440 to $172,440 CAD / year
- Full-time
This is not a corporate IT, managed services, system administration or software product development role. We are particularly interested in candidates whose technology experience has been…
Added 51 mins ago
Senior Project Manager - Wastewater Treatment Services
CDM Smith
Burnaby, BC
· Client Communication and Relationship Management: Serve as the principal day-to-day client contact and trusted advisor. Communicate clearly and proactively with client executives,…
Added 1 hour ago
A
Copy of Senior Vice President, Energy
AECOM
Calgary, AB
- $300,000 to $350,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
Added 1 hour ago
M
Licensed Assistant
Manulife
Burlington, ON
- Full-time
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…
Added 1 hour ago
Senior Project Manager
University of Guelph
Guelph, ON
…delivery of project management and construction coordination services to meet the technical and operational requirements of the Campus Planning, Design and Development (CPD&D) Department.…
Added 1 hour ago
C
Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Toronto, ON
- $125,440 to $172,440 CAD / year
- Full-time
This is not a corporate IT, managed services, system administration or software product development role. We are particularly interested in candidates whose technology experience has been…
Added 1 hour ago
C
Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Mississauga, ON
- $125,440 to $172,440 CAD / year
- Full-time
This is not a corporate IT, managed services, system administration or software product development role. We are particularly interested in candidates whose technology experience has been…
Added 1 hour ago
M
IT Support Technician (Term)
MNP
Rimouski, QC
- Full-time
Make an impact with our Technology - Support Services team as an IT Support Technician. This diverse team of tech-savvy problem solvers are the professionals our team members rely on to get…

Manulife

Licensed Assistant

Burlington, ON, Canada

$73,725.00 CAD - $122,875.00 CAD · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $73,725.00 CAD - $122,875.00 CAD
Job type: Full-time
Apply by: Nov 10, 2026
Posting language: English
Posted: Nov 3, 2026

Original 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 hr@manulife.com.

Referenced Salary Location

CAN, Ontario, Burlington, 5045 South Service Rd, Suite 101

Working Arrangement

Hybrid

Salary range is expected to be between

$73,725.00 CAD - $122,875.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary 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 hr@manulife.com 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.

Apply About employer

More about this job

Responsibilities

The Licensed Assistant supports Corporate Advisors by managing client service, account maintenance, and administrative tasks. They also ensure regulatory compliance and assist in the preparation of financial plans and investment reports.

Requirements

Candidates must hold relevant securities licenses and possess the ability to be registered as an Investment Representative with CIRO. An undergraduate degree is strongly preferred along with proficiency in Microsoft Office and CRM software.

Skills

Client service
Account management
Administrative support
Securities licensing
CRM management
Salesforce
PowerBI
Microsoft Outlook
Microsoft Teams
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Regulatory compliance
Financial planning support
Time management
Communication

Benefits

Health insurance
Dental insurance
Mental health support
Vision insurance
Short-term disability
Long-term disability
Life insurance
AD&D insurance
Adoption/surrogacy support
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension
Global share ownership plan
Financial education and counseling
Paid time off
Vacation days
Personal days
Sick days

Visa sponsorship

Not detected in the job text

Keywords

Licensed Assistant
Corporate Advisor
Securities License
CSC
CPH
WME
CIRO
Investment Representative
CRM
Salesforce
PowerBI
Financial Services
Regulatory Compliance
Account Management
Financial Planning
Portfolio Review
Investment Proposals
Audit Preparation
Trade Orders
Client Relations
Administrative Support
Data Analysis
Investment Reports
Microsoft Office
Financial Terminology

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