Support Corporate Advisors as a Licensed Assistant in Burlington, Ontario, using securities licensing, client service, and account management expertise in a hybrid setting.
Manulife seeks a detail-oriented skilled to support clients and advisors across administrative, account, compliance, and financial planning activities. You will manage client requests, maintain records, coordinate meetings, and prepare reports. The position requires registration as an Investment Representative with CIRO and strong organizational skills.
Key Responsibilities: Answer client questions and address service needs
Process account openings, transfers, updates, and transactions
Maintain accurate CRM records and regulatory documentation
Prepare reports, statements, presentations, and financial plans




Submit trade orders under advisor direction
Requirements: Ability to register as an Investment Representative with CIRO
Relevant securities licenses such as CSC, CPH, or WME
Expert proficiency in Microsoft Outlook, Teams, Word, Excel, and PowerPoint
Excellent verbal and written communication skills
Strong organization, prioritization, discretion, and attention to detail
Bring licensed client support, account administration, compliance awareness, and advisor partnership skills to Manulife’s Burlington team.

#J-18808-Ljbffr

📌 Licensed Investment Representative Assistant (Ontario)
🏢 Manulife
📍 Ontario