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Added 18 mins ago
S
General Manager
Snaplii
Toronto, ON
- $160,000 to $200,000 CAD / year
- Full-time
Comfortable with financial statements and business data: revenue, costs, unit economics, and conversion funnels.
Added 18 mins ago
W
Director of Finance And Accounting
Winchesters
Toronto, ON
- $125,000 to $150,000 CAD / year
- Full-time
…Accounting & Finance to take ownership of full-cycle accounting and financial reporting. Reporting to the Executive Director, you will supervise one direct report and work closely with…
Added 18 mins ago
TA
Financial Services Professional
Team Allegiance- Synergy Leadership Group
Toronto, ON
- Other
Business Opportunity | Financial Services Professional
Added 18 mins ago
GO
Social Services Program Manager
Government of Manitoba
The Pas, MB
- Full-time
…management, program recommendations, operational planning and financial management and administration. The program manager provides knowledge and direction for crisis management,…
Added 18 mins ago
VC
Practice Manager - Brandon Hills Veterinary Clinic
VetCare Canada
Brandon, MB
- Full-time
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Added 18 mins ago
BC
Senior Financial Accountant
BroadGrain Commodities Inc.
Toronto, ON
- $70,000 to $85,000 CAD / year
- Full-time
…Controller, the successful candidate will be responsible for financial and accounting activities including, but not limited to, the…
Added 18 mins ago
ML
Director, Investor Relations
Maple Leaf Foods Inc
Mississauga, ON
- Full-time
…leaders across the business. The role requires exceptional financial and analytical capabilities, strong written and verbal communication skills, sound judgment and the ability to lead…
Added 18 mins ago
T
Customer Experience Associate
TD
Guelph, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 18 mins ago
Senior Analyst, Finance
Henkel group
Mississauga, ON
Partner with business leaders in the decision-making process by evaluating the financial impact of business initiatives, risks and opportunities.
Added 33 mins ago
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Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Added 33 mins ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
…to help individual and institutional clients achieve their financial…
Added 33 mins ago
M
Summer Intern 2027 - Commercial Mortgage
Manulife
Montreal, QC
- Full-time
Assisting with financial analysis and credit assessments of commercial real estate borrowers and properties.
Added 33 mins ago
M
Summer Intern 2027 - Canadian Real Estate Finance Group
Manulife
Toronto, ON
- Full-time
Conduct financial analysis, including discounted cash flow and real estate valuation.
Added 33 mins ago
M
Summer Intern 2027 - ESG & Sustainable Finance Intern
Manulife
Toronto, ON
- Full-time
Added 33 mins ago
Financial Advisor - Saskatoon CBC & Main Branch
Scotiabank
Saskatoon, SK
Added 33 mins ago
Customer Experience Associate -Saskatoon CBC & Main Branch (18.75 hours per week)
Scotiabank
Saskatoon, SK
…customers first, and our priority is to help them achieve their financial…
Added 48 mins ago
EP
Payroll & Benefits Administrator
East Penn Canada: Backup Power Division
Courtice, ON
- Full-time
Profit sharing program and deferred profit-sharing to support long-term financial planning
Added 48 mins ago
VP
Accounting Assistant
Venise Peintre
Rosemère, QC
- Full-time
Reports to: Director of Operations and Business Development, with a direct line to the President for financial matters and reporting
Added 1 hour ago
PC
Transfer Pricing - Financial Transactions, Manager
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Toronto, ON
- Full-time
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Added 1 hour ago
A
Intermediate Software Developer
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Calgary, AB · Edmonton, AB
- Full-time
Provide ongoing operational support, technical incident resolution, and performance tuning for critical financial and loan management software solutions.
Added 1 hour ago
W
Cost Analyst II
Worley
Calgary, AB · Edmonton, AB
- Full-time
Understanding of financial interface for expenditures, revenue recognition, invoicing, cash flow / cash calls.
Added 1 hour ago
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Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit…
Added 1 hour ago
H
Consultant Business Systems
HSBC
Toronto, ON
- Full-time
Markets & Securities Services (MSS) provides financial services and products to corporates, governments and institutions worldwide, building partnerships with them to help them achieve…
Added 1 hour ago
D
Advisory Agent, Member and Client Experience
Desjardins
Eastman, QC · Magog, QC · Stanstead, QC · Caisse Desjardins du Lac-Memphrémagog
- Full-time
…to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide…
Added 1 hour ago
V
Spec, Procurement
Vale
Canada
- Full-time
Conduct risk assessments across Procurement and Supply Chain activities, identifying strategic, operational, financial, regulatory, technology, and third-party risks.

Manulife

Licensed Assistant

Montreal, QC, Canada

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

Apply About employer

Applications open in a new tab.

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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