Support Manulife Corporate Advisors in Montreal through bilingual client service, account management, and organized administrative coordination in a hybrid setting. Use French and English daily to assist clients across jurisdictions outside Quebec.

This Licensed Assistant role supports clients and advisors across financial services activities. You will manage account maintenance, client communications, documentation, calendars, and transaction requests. The position also involves compliance records, financial planning support, CRM systems, and coordination with internal teams.

Key Responsibilities:

- Answer client questions and address service needs promptly
- Process account openings, transfers, updates, and maintenance requests
- Coordinate meetings, calendars, documentation, and client reports




- Submit trade orders under advisor direction
- Maintain records and support compliance reviews

Requirements:

- Relevant securities licenses, such as CSC, CPH, or WME
- Fluency in French and English for client communications
- Solid organization, prioritization, and attention to detail
- Expert proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint
- Previous similar experience, preferably within financial services

Bring licensed financial administration, bilingual communication, and client account expertise to Manulife’s Corporate Advisor support team.

📌 Bilingual Licensed Financial Assistant (Montreal)
🏢 Manulife/John Hancock
📍 Montreal