The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment. Assist with account maintenance, such as updating client information, processing requests, and executing transactions.

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. Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements. 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

Gather and organize financial data and research for advisor review. Support in preparing investment reports and analysis for clients. Provide backup assistance to other administrative staff when needed.

Undergraduate degree strongly preferred 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.



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. We’ll recognize and support you in a flexible setting where well‑being and inclusion are more than just words.

Manulife Financial

Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. 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. 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],500.00 CAD - $90,500.00 CAD 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 and 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. please contact [email protected] 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. #

📌 Adjoint administratif/ Gestion des finances (Montreal)
🏢 Manulife
📍 Montreal