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 professional 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
- Solid organization, prioritization, discretion, and attention to detail

Bring licensed client support, account administration, compliance awareness, and advisor partnership skills to Manulife’s Burlington team.

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