Associate, Investment Counsel Support (Toronto, Calgary and Vancouver)

Associate, Investment Counsel Support (Toronto, Calgary and Vancouver)

The role includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve. The Associate Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW’s high net-worth clients.
 

Success in this role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve teamwork with individuals internal and external to the organization.
 

The successful candidate will also provide direct client service experience and an opportunity to learn the operational processes and key regulatory accountabilities involved in delivering discretionary investment management to high-net-worth clients.
 

Main Responsibilities

• Collaborating with Investment Counselors to deliver a high level of personalized client service.

• Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.

• Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.

• Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to service level agreements.

• Assist with client performance and tax reporting.

• Maintaining client data and performing data integrity checks for quality control.

• Provide back-up support to other team members as necessary.

Experience and Qualifications

• High Net Worth clients service experience and familiarity with the wealth management industry.

• Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.

• CIM designation or other industry license such as CFA, CFP preferred.

• Successful completion of CSC preferred.

• Solid computer skills with the ability to teach us ways that we could do things more efficiently or better use the programs we have.

• Superior client relationship management skills.

• A desire to learn and grow.

• Proficiency in Mandarin and/or Cantonese is considered an asset 

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.

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].

Vancouver, British Columbia

Hybrid

Salary range is expected to be between

$71,925.00 CAD - $119,875.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.