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Added 3 mins 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
…business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and…
Added 33 mins ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 4 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
…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…
Added 5 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
…existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a hybrid role where individuals have the opportunity to work from an IG…
Added 5 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Quebec City
IG Wealth Management
Quebec, QC
- Full-time
…existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a hybrid role where individuals have the opportunity to work from an IG…
Added 5 hours ago
P
Financial Advisor
Primerica
Markham, ON
- Contract
Role Description This contract Financial Advisor role is based in Markham, ON with a hybrid work arrangement, combining on-site client meetings and some work from home. The Financial…
Added 6 hours ago
C
Associate Financial Advisor
CIBC
Walkerton, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 6 hours ago
SW
ScotiaMcLeod Administrative Associate - London, ON
Scotia Wealth Management
London, ON
- Full-time
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 6 hours ago
C
Applications Development AI Developer, Assistant Vice President
Citi
Mississauga, ON
- Full-time
…consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth…
Added 6 hours ago
C
Associate Financial Advisor
CIBC
Strathroy, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 7 hours ago
R
Financial Advisor Intern
RBC
Prince Albert, SK
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 8 hours ago
ScotiaMcLeod Administrative Associate - London, ON
Scotiabank
London, ON
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 8 hours ago
R
Client Advisor
RBC
Regina, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
R
Client advisor
RBC
Regina, SK
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 10 hours ago
W
Supervisor
Wellington-Altus
AB · Toronto, ON · Calgary, AB
- Full-time
Assisting Advisor teams in resolving inquiries and addressing compliance issues quickly and accurately.
Added 10 hours 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 11 hours ago
M
Licensed Assistant
Manulife
Burlington, ON
- Full-time
…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…
Added 11 hours ago
M
Senior Accountant, Assurance and Accounting
MNP
Kemptville, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 11 hours ago
IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…registered representative who wants to grow over time toward an advisor role. Stone Gable Investment is looking for a motivated and detail-oriented Licensed Assistant to support an…
Added 11 hours ago
SG
Junior Quantitative Advisor-QIS
Societe Generale
Montreal, QC
- Full-time
Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the…
Added 11 hours ago
SL
Wealth Specialist
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
The Wealth Specialist is a key member of the Wealth Consulting team responsible for supporting advisor development, portfolio analysis, business planning activities, and the execution of…
Added 12 hours ago
Financial Planner, Scotia Financial Planning - Bridgewater
Scotiabank
Bridgewater, NS
…cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full…
Added 12 hours ago
AW
Bilingual Customer Success Associate
Agora Wealth
Toronto, ON
- Full-time
The Agora Operations and Advisor Support Department is responsible for providing a full range of account lifecycle and maintenance activities and support to our clients. As a Bilingual…
Added 13 hours ago
RJ
Mutual Funds Associate - 18 Month Contract
Raymond James
Vancouver, BC
- Full-time
Submit advisor and client demographic information to mutual fund companies;

Manulife

Licensed Assistant

Montreal, QC, Canada

$50,000.00 CAD - $90,000.00 CAD · Full-time

Apply About employer

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Job details

Pay: $50,000.00 CAD - $90,000.00 CAD
Job type: Full-time
Apply by: Nov 17, 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.

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 hr@manulife.com.

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 hr@manulife.com 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 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 accounts, processing transactions, and handling administrative tasks. They act as a primary point of contact for clients while ensuring all activities comply with regulatory standards.

Requirements

Candidates should hold relevant securities licenses and possess an undergraduate degree. Proficiency in Microsoft Office and CRM software is required, along with excellent communication skills and the ability to work in a fast-paced environment.

Skills

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

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Licensed Assistant
Financial Services
CSC
CPH
WME
Client Support
Account Maintenance
CRM
Salesforce
PowerBI
Compliance
Regulatory Standards
Financial Planning
Investment Proposals
Portfolio Reviews
Trade Orders
Administrative Tasks
Bilingual
Hybrid
Manulife
John Hancock

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