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Added 17 mins ago
AH
Administrative Support V
Alberta Health Services
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
We are seeking an experienced and motivated administrative assistant to support the Division Chiefs and Deputy Division Chiefs of Neurosurgery and Physical Medicine & Rehabilitation (PM&R)…
Added 17 mins ago
R
Assistant Branch Manager- EN
RBC
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 1 hour ago
SO
Administrative Assistant
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
- Full-time
An Administrative Assistant plays a pivotal role in facilitating efficient office operations and ensuring seamless communication with customers, stakeholders, and team members. This…
Added 2 hours ago
SP
client services assistant (csa)
Service Plus Aquatics Inc
Burlington, ON
- Full-time
Added 3 hours ago
RB
Executive Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
As an Executive Assistant, you play a critical role by providing direct support to the senior leadership team within RBC. You will be accountable for managing schedules, departmental events…
Added 3 hours ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 3 hours ago
SM
Storeperson
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Added 3 hours ago
Office Administrative Assistant
HealthCareersInSask.ca
Esterhazy, SK
Added 3 hours ago
Office Administrative Assistant
HealthCareersInSask.ca
Regina, SK
Added 4 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 4 hours ago
UO
Administrative Assistant
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
The Administrative Assistant provides comprehensive administrative and operational support to senior leaders in the Secretariat. The role ensures coordinated office operations, sound…
Added 4 hours ago
D
Financial Sercives Assistant
Desjardins
Amos, QC · Boucherville, QC · Brossard, QC · Châteauguay, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC
- Full-time
As an Wealth Management assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and…
Added 4 hours ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 4 hours ago
IR
Administrative Clerk
Interlake-Eastern Regional Health Authority
Ashern, MB
- Full-time
The Administrative Assistant – Clerk IV is responsible for general accounting functions and may provide general administrative services as it relates to the facility. The Administrative…
Added 4 hours ago
SH
Administrative Assistant
Shared Health-Soins Communs
Minnedosa, MB
- Full-time
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 4 hours ago
L
Assistant Manager, Operations | Tanger Outlet
lululemon
Ottawa, ON
- Internship
The Assistant Manager, Operations role is an essential part of the store leadership team and is responsible for making sure our retail business runs smoothly and successfully. Assistant…
Added 4 hours ago
Administrative Assistant
Winnipeg Regional Health Authority
Minnedosa, MB
Under the general supervision of and responsible to the Director/Regional Manager/Manager; the Administrative Assistant is committed to the vision, mission, values and strategic priorities…
Added 4 hours ago
Administrative Clerk
Winnipeg Regional Health Authority
Ashern, MB
The Administrative Assistant – Clerk IV is responsible for general accounting functions and may provide general administrative services as it relates to the facility. The Administrative…
Added 5 hours ago
RB
Mortgage Specialist Assistant
Royal Bank of Canada
Ottawa, ON
- Part-time
As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service…
Added 5 hours ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Reporting to the Chair of the Department of Pediatric Surgery, the Fellowship and Bursary Administrative Assistant provides administrative support to the department’s fellowship and…
Added 5 hours ago
K
Executive Assistant
Kelly
Toronto, ON
- $90 to $110 USD / hour
- Full-time
Our client, located in downtown Toronto, is seeking a highly organized, proactive, and detail-oriented Executive Assistant to support a busy CEO and team in a small, collaborative office…
Added 7 hours ago
TM
Senior Program Underwriting Specialist
Tokio Marine Canada Ltd.
Toronto, ON
- Full-time
Reporting to the Assistant Vice President, Programs, and working closely with senior business leaders and peers support business and opportunities of various commercial lines programs in…
Added 7 hours ago
VP
Accounting Assistant
Venise Peintre
Rosemère, QC
- Full-time
Produce progress billing as soon as payment applications are validated by the project managers and the project assistant, and send invoices without delay to avoid collection lags.
Added 8 hours ago
PV
Permanent full-time (7.5 hrs per day) Administrative Assistant
Prairie Valley School Division
White City, SK
- Full-time
…communities, we invite you to apply for the Administrative Assistant position at Ecole White City School in the community of White City. Ecole White City School offers grade K - 8…
Added 8 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- 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…

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.

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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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