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Added 1 min ago
Intermediate Auto Claims Advisor/Adjuster (Toronto, ON - Hybrid)
Aviva Canada
Toronto, ON
Full-time
As an Intermediate Auto Claims Advisor, you will be our customer’s first point of contact when they need us most. Providing exceptional customer service, you will be guiding them through…
Added 1 min ago
Senior Manager, Product Management
IG Wealth Management
ON · Ontario, Canada
Full-time
…role is responsible for aligning the investment shelf with advisor and client needs, evolving market trends, competitive dynamics, and regulatory…
Added 2 mins ago
IIA Administrative Assistant, ScotiaMcLeod (Spanish/English)
Scotiabank
Toronto, ON
…external sources, entering client trades as directed by client or Advisor, and remaining up to date with all the regulatory rules and trading activities as it relates to client…
Added 2 mins ago
Senior Manager, Strategic Initiatives - Toronto, ON
Scotiabank
Toronto, ON
Lead the development and implementation of new strategic initiatives across the PE ecosystem to support advisor development & growth, and client experiences
Added 2 mins ago
Client Relationship Manager, Commercial Banking - Victoria
Scotiabank
Victoria, BC
In this role, you are a trusted advisor to your clients, helping them navigate opportunities and solve business challenges, while building a high-performing portfolio and a strong presence…
Added 2 mins ago
Associate Financial Advisor (12-month)
CIBC
Toronto, 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 2 mins ago
Banking Operations Agent
Recrute Action
Montreal, QC
Contract
As a key member of the team, you will contribute to daily account reconciliations, advisor commission processing, and compliance with internal controls and regulatory requirements. You will…
Added 16 mins ago
Admissions Officer, Office of the Registrar
University of Calgary
Calgary, AB
Full-time
Contributes to ensuring internal procedures and evaluation decisions are clearly documented and understood by required parties within the larger Recruitment and Admissions team.
Added 17 mins ago
Virtual Advisor, Wealth Desk
Alterna Savings
Burlington, ON · Toronto, ON
Full-time
The Virtual Advisor, Wealth Desk is responsible for managing and retaining a portfolio of member relationships primarily consisting of households with less complex investment needs and…
Added 17 mins ago
Corporate Traveller - Onboarding Success Manager - Montreal, Vancouver, Calgary, Toronto, Ottawa
Flight Centre
Quebec, QC
Act as the primary onboarding contact and trusted advisor for clients.
Added 17 mins ago
Sr. Consultant
Open Text Corporation
Waterloo, ON
…through intelligent invoice automation solutions. As a trusted advisor to customers, you will leverage your expertise in SAP Procure-to-Pay processes and OpenText Vendor Invoice Management…
Added 31 mins ago
Future Student Advisor
Lambton College
Sarnia, ON
Full-time
…member, reporting to the Associate Director, Marketing & Student Recruitment working 24 hours per week at an hourly rate of…
Added 31 mins ago
Controller & Director, Corporate Services
Elby Professional Recruitment
London, ON
$90,000 to $125,000 CAD / year
Full-time
…join their Senior Leadership Team and serve as a key strategic advisor to the CEO. This is a broad leadership role that extends beyond traditional finance, with oversight across financial…
Added 31 mins ago
Insolvency Advisor, Personal Debt Solutions
BDO Canada
London, ON
Full-time
Join our Personal Debt Solutions team as an Insolvency Advisor where you'll play a key role in supporting the following responsibilities:
Added 31 mins ago
Director, Virtual Care Technology Applications
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
Full-time
Proven ability to serve as a senior technology advisor or solution leader in complex, matrixed enterprise environments.
Added 32 mins ago
Contact Centre Agent – Contiki
The Travel Corporation
Toronto, ON
$19.35 CAD / hour
You’ll serve as a trusted advisor, guiding prospective guests through the vacation planning journey with confidence, enthusiasm and expertise while creating an exceptional guest experience.
Added 32 mins ago
Licensed Sales Advisor (Education Savings Specialist) - Pipeline
Embark Student Corp.
Remote, Canada
$60,000 to $90,000 CAD / year
Full-time · Remote
Added 32 mins ago
New Business Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
We’re searching for a New Business Advisor, Personal Lines Insurance. Are you searching for new possibilities?
Added 47 mins ago
Parts Advisor - Woodstock Nissan
401 Auto
Woodstock, ON
Full-time
Now Hiring: Automotive Parts Advisor – Fuel the Service Team, Deliver Expert Support, and Keep the Shop Running at Full Throttle!
Added 1 hour ago
Marketing Projects Senior Advisor
Norton Rose Fulbright
Toronto, ON
Full-time
The Marketing Projects Senior Advisor will play a key role in supporting the firm’s growth by leading the planning, coordination, and execution of high-impact marketing initiatives, with a…
Added 1 hour ago
Sales (Fitness Advisor) - Halifax Barrington Place
GoodLife Fitness
Halifax, NS
Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 1 hour ago
Senior Advisor, Operational risks
Desjardins
Montreal, QC · Levis, QC
Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 1 hour ago
Senior Advisor, Operational risks
Desjardins
Montreal, QC · Complexe Desjardins Montréal
Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 1 hour ago
Associate Financial Advisor
CIBC
Oakville, 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 1 hour ago
Administrative Assistant
CIBC
London, ON
Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…

Manulife

Licensed Assistant

Burlington, ON, Canada

Pay: $50,000.00 CAD - $90,000.00 CAD
Job type: Full-time
Apply by: Oct 13, 2026
Posting language: English
Posted: Sep 22, 2026

Apply About employer

Applications open in a new tab.

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 [email protected].

Referenced Salary Location

CAN, Ontario, Burlington, 5045 South Service Rd, Suite 101

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 [email protected] 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 [email protected] 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 ensure regulatory compliance, coordinate meetings, and assist in the preparation of financial plans and investment reports.

Requirements

Candidates must be registered as an Investment Representative with CIRO and possess an undergraduate degree. Proficiency in Microsoft Office and CRM software is required, along with strong organizational and communication skills.

Skills

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

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 assistance plan
Retirement savings plans
Pension plan
Global share ownership plan
Financial education and counseling
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Licensed Assistant
Investment Representative
CIRO
Financial Services
CRM
Salesforce
PowerBI
Compliance
Account Management
Financial Planning
Portfolio Review
Investment Proposals
Regulatory Audits
Client Relations
Administrative Support
Investment Advisor
Trade Orders
Financial Data
Investment Reports
Data Analysis

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