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Added 15 mins ago
PM
Director Finance Business Partnership
Philip Morris International
Toronto, ON
- Full-time
The Business Partner Finance Director is a strategic finance leader and trusted advisor to the Managing Director and Leadership Team. The role drives business performance, value creation,…
Added 31 mins ago
RB
Director, New Accounts and Documentation
Royal Bank of Canada
Toronto, ON
- Full-time
Lead and Performance Management – Lead department managers to ensure performance meets company and industry standards for service, innovation, and professionalism. Establish individual…
Added 31 mins ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
St. John's, NL
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 1 hour ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Manage day-to-day client relationships and serve as a trusted advisor to healthcare leaders and stakeholders
Added 1 hour ago
RC
Management Consulting Director, Technology
RSM Canada
Toronto, ON
- Full-time
Provide executive oversight across engagements, ensuring high-quality delivery, strong client relationships, financial performance, appropriate risk management, and successful business…
Added 1 hour ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 1 hour ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Vancouver BC this position is excellent for a broker channel relationship…
Added 1 hour ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 3 hours ago
B
Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
…accountable for the strategic leadership, operational oversight and performance of the facilities related function and the management of outsourced Facilities Service Providers for BMO’s…
Added 3 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Work with Finance and business leaders to assess performance against strategic and financial outcomes, challenge underlying assumptions and recommend corrective action or strategic pivots…
Added 3 hours ago
Financial Advisor - Saskatoon CBC & Main Branch
Scotiabank
Saskatoon, SK
…together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank…
Added 4 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
Added 4 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
…transformation of our global franchise. The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and…
Added 5 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
…IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while…
Added 5 hours ago
A&
Associate, Restructuring
Alvarez & Marsal
Toronto, ON
- Full-time
…develop an in-depth understanding of the client’s processes, financial positions and key operational performance drivers to surface and address key issues, from the big picture to the…
Added 5 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Quebec City
IG Wealth Management
Quebec, QC
- Full-time
…IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while…
Added 5 hours ago
RP
Senior Accountant
RECRUITMENT PARTNERS INC.
Calgary, AB
- Full-time
…team. Reporting directly to leadership, this role supports financial operations through month-end reporting, cost accounting, inventory management, margin analysis, and business partnering.…
Added 5 hours ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Toronto, ON
- Full-time
We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without…
Added 5 hours ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 5 hours ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Richmond, BC
- $150,000 to $200,000 CAD / year
- Full-time
…people leadership, client development, technical governance, and financial…
Added 5 hours ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Calgary, AB
- Full-time
We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without…
Added 5 hours ago
RU
Management Consulting Director, Technology
RSM US LLP
Toronto, ON
- Full-time
Provide executive oversight across engagements, ensuring high-quality delivery, strong client relationships, financial performance, appropriate risk management, and successful business…
Added 6 hours ago
A
Director, Treasury & Business Intelligence
Avana
Regina, SK
- Full-time
The Director, Treasury & Business Intelligence leads Avana’s treasury, financing, financial planning, investment analysis, business intelligence, and related financial risk activities. As…
Added 6 hours ago
BF
Business Partner People & Culture
BC Financial Services Authority
Vancouver, BC
- $73,182 to $107,310 CAD / year
- Full-time
Serve as a trusted advisor to business leaders, providing insights and recommendations that enhance organizational performance.
Added 6 hours ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Wainfleet, ON
- $150,000 to $200,000 CAD / year
- Full-time
…people leadership, client development, technical governance, and financial…

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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