09 Nov
|
Manulife
|
Burlington
09 Nov
Manulife
Burlington
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. The position requires registration as an Investment Representative with CIRO and strong organizational skills.
Process account openings, transfers, updates, and transactions Maintain accurate CRM records and regulatory documentation Prepare reports, statements, presentations, and financial plans Ability to register as an Investment Representative with CIRO Expert proficiency in Microsoft Outlook, Teams, Word, Excel, and PowerPoint Bring licensed client support, account administration, compliance awareness, and advisor partnership skills to Manulife's Burlington team.
📌 Licensed Investment Representative Assistant (Burlington)
🏢 Manulife
📍 Burlington