Montreal, Quebec, Canada · Hybrid
$51k–$91k/yr
The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This person and work closely with clients to ensure a smooth and prof…
Skills: Client Support, Account Management, Administrative Support, CRM, Salesforce
Montreal, Quebec, Canada · Hybrid
Première voix que nos clients entendent au téléphone, le ou la réceptionniste joue un rôle clé dans l’expérience client. Grâce à ton professionnalisme au téléphone, ton sens du service et ta capacité à gérer les …
Skills: Customer Service, Calendar Management, Appointment Scheduling, Advanced English, French Proficiency
Toronto, Ontario, Canada · Remote Solely
As a claims technician, you help process life and health insurance claims, promote occupational health and manage disabilities.You serve as technical expert and provide discipline-specific support for your unit’s activit…
Skills: Claims Processing, Disability Management, Technical Analysis, Process Improvement, Project Support
Montreal, Quebec, Canada · On-site
$22/hr–$28/hr
Work Location: Montréal, Quebec, Canada Hours: 18.75 Line of Business: Personal & Commercial Banking Pay Details: 22,50 $/$22.50 - 28,33 $/$28.33 CAD TD is committed to providing fair and equitable compensation opportuni…
Skills: Financial Transaction Processing, Customer Service, Banking Solutions, MS Office, Time Management
Montreal, Quebec, Canada · On-site
$18/hr–$26/hr
Req Id: 431183 Join us as we embark on this new journey, blending the best in tech retail with cutting-edge telecommunications services. At Best Buy Express we believe one of our most important assets is our people. We p…
Skills: Tech Sales, Telecommunications, Customer Service, Active Listening, Communication Skills
Montreal, Quebec, Canada · On-site
$18/hr–$26/hr
Req Id: 430837 Joignez-vous à nous alors que nous entamons ce nouveau parcours, combinant le meilleur de la vente au détail technologique avec des services de télécommunications de pointe. Chez Best Buy Express, nous cro…
Skills: Retail Sales, Customer Service, Communication Skills, Active Listening, Technology Expertise
Montreal, Quebec, Canada · On-site
Application Deadline: 07/17/2026 Address: 1501 McGill College Avenue Job Family Group: Wealth Sales & Service “The Estate and Insurance Advisor will recommend sophisticated life insurance solutions for private wealth cli…
Skills: Estate Planning, Insurance Sales, Financial Planning, Relationship Management, Strategic Analysis
Montreal, Quebec, Canada · Hybrid
Job Description Build the future with us Are you driven by marketing/market research and a desire to bring the voice of clients and advisors (VoC) to life, and eager to contribute to the purpose of a company that aims to…
Skills: Quantitative Research, Qualitative Research, Market Research, Data Analysis, Survey Design
Montreal, Quebec, Canada · On-site
$16/hr–$19/hr
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's larges…
Skills: Customer Service, Inventory Management, Stocking, Attention To Detail, Time Management
Montreal, Quebec, Canada · On-site
$18/hr–$26/hr
Req Id: 430834 Joignez-vous à nous alors que nous entamons ce nouveau parcours, combinant le meilleur de la vente au détail technologique avec des services de télécommunications de pointe. Chez Best Buy Express, nous cro…
Skills: Retail Sales, Customer Service, Technology Expertise, Telecommunications, Active Listening
Montreal, Quebec, Canada · On-site
$18/hr–$26/hr
Req Id: 430834 Join us as we embark on this new journey, blending the best in tech retail with cutting-edge telecommunications services. At Best Buy Express we believe one of our most important assets is our people. We p…
Skills: Retail Sales, Customer Service, Telecommunications, Communication Skills, Listening Skills
Brossard, Quebec, Canada · Hybrid
Vivez votre PASSION chez HUB International À travers notre réseau de plus de 650 bureaux en Amérique du Nord, HUB International vous offre un environnement de travail compétitif, stimulant et convivial qui positionne str…
Skills: Billing, Financing Process, Administrative Support, Insurance Certificates, EPIC Software
Montreal, Quebec, Canada · Hybrid
Vivez votre PASSION chez HUB International À travers notre réseau de plus de 535 bureaux en Amérique du Nord, HUB International vous offre un environnement de travail compétitif, stimulant et convivial qui positionne str…
Skills: Office Suite, French Proficiency, English Proficiency, Attention to Detail, Analytical Skills
Montreal, Quebec, Canada · On-site
8425, Rue Notre-Dame Est, Montréal, Quebec H1L 3L3 Préposé(e) au service à la clientèle de nuit Salaire (nuit) : 20,10$/h (Incluant prime*) Horaire : Temps plein ou temps partiel de nuit (à déterminer selon les besoins e…
Skills: Customer Service, Cash Handling, Inventory Management, Food Preparation, Organization
Montreal, Quebec, Canada · Hybrid
Aperçu du rôle Le gestionnaire de produit Académie Crisis24 est responsable de la gestion quotidienne, de l’optimisation et du soutien du système de gestion de l’apprentissage (LMS) pour Crisis24. Ce rôle veille à ce que…
Skills: LMS Administration, Problem Solving, User Support, Data Accuracy, Technical Communication
Montreal, Quebec, Canada · On-site
$16/hr–$19/hr
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's larges…
Skills: Customer Service, Inventory Management, Stocking, Attention To Detail, Teamwork
Montreal, Quebec, Canada · On-site
Description Location: 600 De Maisonneuve Boulevard West, Montreal, QC H3A 3J2 (100% on-site) Employment Status: Temporary (1-year replacement), Full-Time (37.5 hours/week) Schedule: Monday to Friday, 7:00 a.m. to 3:00 p.…
Skills: Patient Journey Coordination, Clinical Operations Management, Resource Optimization, Problem-Solving, Organizational Skills
Montreal, Quebec, Canada · On-site
$16/hr–$17/hr
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do. Why this role is important? SUMMARY: To maximiz…
Skills: Cosmetics Sales, Customer Service, Makeup Application, Skincare Consultation, Consultative Selling
Lévis, Quebec, Canada · Remote Solely
As a claims technician, you help process life and health insurance claims, promote occupational health and manage disabilities.You serve as technical expert and provide discipline-specific support for your unit’s activit…
Skills: Claims Processing, Disability Management, Data Analysis, Technical Support, Process Improvement
Montreal, Quebec, Canada · On-site
$16/hr–$17/hr
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's larges…
Skills: Customer Service, Inventory Management, Merchandising, Attention To Detail, Teamwork
Montreal, Quebec, Canada • Hybrid
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Provide administrative and client service support to Corporate Advisors, including account maintenance and meeting coordination. Manage compliance documentation, process trade orders, and assist in the preparation of financial plans and investment reports.
Requires a bachelor's degree (preferred) and previous experience in a financial services administrative role. Must be fully bilingual in English and French with expert proficiency in Microsoft Office and CRM tools.
The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This person and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment.
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.
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
Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
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.
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].
Employees participate in sales incentive programs and earn incentive compensation based on role-specific criteria. Actual compensation will vary depending on individual performance, sales results, local market conditions as well as relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the compensation range for your location.
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.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms
Offices: 200 Bloor St E, Toronto, Ontario M4W, CA · 223 Wai Yip St, Kwun Tong, Hong Kong, HK · 51 Bras Basah Rd, Singapore, Singapore 189554, SG · 250 Bloor St E, Toronto, ON M4W 1E6, CA · Jalan Jenderal Sudirman, Lombok Barat, West Nusa Tenggara 83311, ID
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