Support Manulife Corporate Advisors in Montreal through bilingual client service, account management, and detailed administrative coordination in a hybrid arrangement.
The Licensed Assistant supports Corporate Advisors with client service, account maintenance, and administrative tasks. This bilingual position serves clients in English and French across jurisdictions outside Quebec. Responsibilities include coordinating meetings, maintaining CRM records, preparing reports, processing accounts, and supporting compliance requirements.
Key Responsibilities: Answer client questions and address service needs promptly
Process account openings, transfers, updates, and transactions
Coordinate meetings, calendars, documentation, and conference calls
Maintain accurate client records in CRM systems




Support financial plans, portfolio reviews, and investment proposals
Requirements: Relevant securities licenses, such as CSC, CPH, or WME
Fluency in English and French
Solid Microsoft Outlook, Teams, Word, Excel, and PowerPoint proficiency
Exceptional organization, communication, and time management skills
Previous similar experience, preferably within financial services
Use licensed financial services knowledge, bilingual communication, and organized account support to assist Manulife clients and Corporate Advisors.

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📌 Bilingual Licensed Financial Assistant (Quebec City)
🏢 Manulife
📍 Quebec City