Manulife Private Wealth (“MPW”) delivers exceptional investment counselling services and discretionary portfolio management to high-net-worth clients. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of evert Canadian’s financial plan and future. We need people with the skills, energy, and drive to help us continue to service our growing client base. With our head office located in Toronto and offices in Montreal, Calgary and Vancouver, Manulife Private Wealth offers an opportunity to work with a team that values new ideas and is committed to developing innovative solutions that will shape the future of our business.

How will you create impact?

We are looking for a motivated and talented Associate to join our purpose-driven winning team.

The role will include a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve. The role will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW’s high net-worth clients.

Success in this role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve teamwork with individuals internal and external to the organization.

The role will also provide direct client service experience and an opportunity to learn the operational processes and key regulatory accountabilities involved in delivering discretionary investment management to high-net-worth clients.

Position Responsibilities:

• Support Investment Counselors with ongoing sales, service and communication with clients and prospects while ensuring that all reports and documents presented reflect information that is both complete and of the highest quality, and are produced within the required timelines
• Preparing and processing account paperwork, managing current client accounts
• Review new applications and supporting forms/documents for accuracy and completeness
• Respond effectively to all inquiries from current and prospective clients
• Act as the first point of contact for clients by providing excellent client service and communication.
• Prepare ad-hoc reporting requested by clients
• Be a key support to the administrative activities and responsibilities of the team
• Maintain records and files and attend client meetings if required.
• Coordinating and liaising with a number of key individuals including clients, their lawyers and accountants, referring partners, internal support staff, the compliance department and IT services.

Required Qualifications:

• Post secondary education and/or minimum of 5 years equivalent experience in the financial services industry.
• Superior client relationship management skills supported by strong written and verbal communication skills.
• Solid PC skills with intermediate working knowledge of Microsoft office applications.
• Exceptionally organized and able to prioritize a high volume of tasks effectively.
• Superb interpersonal and relationship management skills with the ability to work as a team.

Preferred Qualifications:

• Completion of the Canadian Securities Course preferred.
• Client focused with the ability to understand the clients’ requirements
• Fast learner and self-starter, who takes initiative and thrives in a fast-paced work environment
• Flexible and adaptable when dealing with change; including changing priorities and tight deadlines

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.

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 hr@manulife.com .

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$73,725.00 CAD - $122,875.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary 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 hr@manulife.com for more information about U.S.-specific paid time off provisions.