• Job Profile Description

  Key Accountabilities:

  Client Support

  • Act as the first point of contact for clients, answering questions and addressing service needs.
  • Assist with account maintenance, such as updating client information, processing requests, and executing transactions.
  • Schedule and coordinate client meetings, preparing necessary documentation and reports.
  • Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service.

  Administrative Tasks

  • Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
  • Handle incoming correspondence, prioritize, and distribute to the appropriate team members.
  • Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.
  • Prepare client reports, statements, and presentations for meetings.

  Compliance and Documentation

  • Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
  • Stay updated on regulatory changes and work with the compliance department to ensure adherence.
  • Assist in preparing for audits and regulatory reviews.

  Account Management

  • Process account openings, transfers, and updates.
  • Handle the submission of trade orders under the direction of the investment advisor.
  • Monitor account activities to ensure timely and accurate execution of orders and instructions.

  Financial Planning Support

  • Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
  • Gather and organize financial data and research for advisor review.
  • Support in preparing investment reports and analysis for clients.

  Team Collaboration

  • Collaborate with other team members to ensure client needs are met in a timely and professional manner.
  • Provide backup assistance to other administrative staff when needed.

  MANULIFE  IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V

• Job Posting Description

  Job Posting Description

  Job Requirements:

  • Undergraduate degree strongly preferred
  • Previous experience in a similar role, preferably within the financial industry.
  • Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)
  • Fluent in CRM / SalesForce and PowerBI an asset
  • Exceptional organizational and time management skills.
  • Excellent verbal and written communication skills
  • Strong attention to detail and ability to prioritize tasks effectively.
  • Proven ability to work in a team environment.
  • Discretion and the ability to handle sensitive information with integrity
  • Knowledge of financial terminology and concepts is a plus but not required.
  • Ability to build effective partnerships.
  • Unwavering curiosity and a passion for learning
     

  What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities!
     

  What motivates you?

  • You obsess about clients, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.
     

  Our commitment to you

  • Values-first culture -We lead with our Values every day and bring them to life together.
  • Boundless opportunity -We create opportunities to learn and grow at every stage of your career!
  • Continuous innovation -We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity, and Inclusion -We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship -We build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

CAN, British Columbia - Full Time RemoteRemote

Salary range is expected to be between

$46,200.00 CAD - $77,000.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.