Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

Position Summary The role is part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management Canada (MSWC). It requires a bilingual professional proficient in both English and French (verbal and written). The MSVA team registers financial advisors servicing the mass affluent channel with a phone‑based model and supports additional registerable activities related to other business opportunities and initiatives.

The person will support MSVA business development initiatives to drive growth, create efficiencies, and increase client loyalty. The position will be based in Montreal, Quebec or Toronto, Ontario, with expectations of regular in‑office collaboration 4‑5 days per week. Knowledge of French and English is required.

Duties and Responsibilities - Design and implement comprehensive and tailored investment strategies that integrate multiple aspects of a client’s life and financial goals through regular touchpoints and annual reviews, maintaining an up‑to‑date investment plan.

- Proactively and reactively communicate with clients and prospects referred to the business from multiple sources as well as self‑sourcing business development opportunities.
- Open and service accounts on the Morgan Stanley Wealth Management Canada platform, including supporting our Directed Share Program,



Self‑Directed channel and other firm initiatives that drive revenue growth.
- Ensure consistency and regulatory compliance across all prospect / client touch points.
- Focus on the client experience at every interaction and build relationships in a meaningful and interactive way, communicating in both French and English.
- Conduct research on industry insights and emerging client experience trends in the mass affluent segment through proprietary and third‑party sources.
- Collaborate with marketing and sales organizations to drive client engagement.
- Assess business insights and industry trends.
- Manage voice of the client survey programs to improve the client experience.
- Liaise with business stakeholders and technology to drive client‑centric initiatives and digital engagement.

Qualifications - Registered Representative (RR) with CIRO.

- Bachelor’s Degree.
- 1‑3 years of experience as a financial advisor at a Canadian Wealth Management firm, preferably within a mass affluent channel.
- Bilingual (proficient in both English and French), verbal and written, required.
- CFP (Certified Financial Planner) or equivalent designation preferred.
- Familiarity with Wealth Management branch structure, sales, and branch operations.




- Call center experience within the financial services industry and a deep understanding of the industry through a mass affluent channel lens.
- Comfortable working closely with various functional business areas.
- Ability to operate in a team‑oriented environment.
- Strong written and verbal communications.
- Ability to prioritize and operate in a dynamic business environment.
- Strong proficiency with Microsoft Word, PowerPoint, and Excel.
- Strong proficiency with financial planning software.

Benefits and Compensation Expected base pay rates for the role will be between $80,000 and $95,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, short- and long-term incentive packages, and other Morgan Stanley‑sponsored benefit programs. Location and Work Environment All our positions are located in Montreal, Quebec.

We offer a hybrid work setting, combining remote work and attendance in the office.

EEO Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

📌 Bilingual Virtual Financial Advisor (Hybrid) (Montreal)
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