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Added 3 mins ago
MH
Therapy Assistant - Oakville
Monarch House
Oakville, ON
- Part-time
The Therapy Assistant (TA) is primarily responsible for implementing Applied Behavior Analysis, Speech Language Pathology, and Occupational Therapy interventions for children and youth with…
Added 3 mins ago
CG
AI Product Developer
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- Full-time
…for about 1000 people in seven countries with a built-in AI assistant, and next a commercial and jobs system and the tools our field crews and engineers use every day. Many of our people…
Added 18 mins ago
CA
Director, Admissions & Referent Relations
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Markham, ON
- Full-time
Line of Business: Shared Services, Canadian Addiction Treatment Centres
Added 18 mins ago
MC
Technicien(ne) de l'entrepot magasin / Store Warehouse Associate
Mobilia Canada
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- Full-time
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Added 18 mins ago
Administrative Assistant (12 Month Contract)
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The Disability Management Services Office (DMSO) is seeking a highly organised and customer-focused Administrative Assistant. A primary responsibility of this position is managing incoming…
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Administrative Assistant (12 Month Contract)
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Executive Assistant - Edmonton
EY
Edmonton, AB
We are looking for a dynamic person to join our Executive Assistant Group (EAG), a team of self-motivated executive assistants (EAs) who support a portfolio of Partners within Core Business…
Added 33 mins ago
VC
Perioperative Health Care Assistant
Vancouver Coastal Health
North Vancouver, BC
- $31.64 CAD / hour
- Part-time
Come work as a Perioperative Health Care Assistant with Vancouver Coastal Health (VCH) in the Operating Room's team at Lions Gate Hospital in North Vancouver, BC.! Apply now to join our…
Added 48 mins ago
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Executive Assistant
Outlier Search Group
Vancouver, BC
- Full-time
This is a role for an experienced Executive Assistant who wants to do more than manage calendars or coordinate logistics. It is an opportunity to become a trusted partner to senior leaders…
Added 48 mins ago
L
Lab Patient Technician - Part Time - Toronto, ON
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…Canadians through accessible, accurate, and innovative diagnostic…
Added 1 hour ago
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Program Assistant – FNCFS/JP Settlement - Competition 2026-103
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- Full-time
· Documentation and data collection of client case files, including taking notes of meetings, and include a report for follow up.
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
LM
Lab Patient Technician - Part Time - Toronto, ON
LifeLabs Medical Laboratory Services
Toronto, ON · Etobicoke, ON
- Part-time
…Canadians through accessible, accurate, and innovative diagnostic…
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Client Service Associate (CSA) - Planning & Scheduling - Temporary, Full-time
VON Canada (Ontario)
Sarnia, ON
- $19.61 to $20.84 CAD / hour
- Full-time
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VON Canada is a not-for-profit organization providing home and community care services for over 125 years. Focusing on person-centred care, we provide the support people need and want at…
Added 1 hour ago
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Clinic Support Assistant
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Lab Patient Technician
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IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
This is a unique opportunity for someone starting as a licensed assistant, or a fully licensed registered representative who wants to grow over time toward an advisor role. Stone Gable…
Added 1 hour ago
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Executive Assistant to CFO
Hays
Guelph, ON
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Groundperson [Arborist Assistant]
The Davey Tree Expert Company
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The Davey Tree Expert Company of Canada, Limited, is committed to scientifically based horticultural and environmental services with outstanding client service. The Davey Tree Expert…
Added 1 hour ago
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Administrative Assistant
CIBC
Winnipeg, MB
- Full-time
…serving our high-net-worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage.…
Added 2 hours ago
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Community Care Assistant (Community Health Worker)
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- Full-time
Within the context of a client and family centered care model and in accordance with established vision and values of the organization, the Community Care Assistant works under the…
Added 2 hours ago
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Indian Day School Program Assistant- EUTC – Competition 2026-101
Assembly of Manitoba Chiefs
Winnipeg, MB
- Full-time
· Support families with special needs children and adults requiring multiple services and resources.
Added 2 hours ago
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Therapy Assistant | Complex Mental Health
Carewest Innovative Healthcare
Calgary, AB
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As part of the interdisciplinary care team, the Therapy Assistant assists clients in achieving individualized therapeutic goals through prescribed exercises, gait training, functional…

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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