Bilingual Associate Investment Counsellor (AIC), Montreal page is loaded
Bilingual Associate Investment Counsellor (AIC), Montreal Apply locations Montreal, Quebec time type Full time posted on Posted 30+ Days Ago job requisition id JR24031381 We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world.
From our environmental initiatives to our community investments, we lead with values throughout our business.
To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.
Discover how you can grow your career, make impact and drive real change with our Winning Team today.
Working Arrangement
Hybrid
Bilingual Associate Investment Counsellor (AIC), Montreal
We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement.
Serving high net worth clients in French and English, the Associate Investment Counsellor AIC will be their primary point of contact for all administrative matters pertaining to their accounts.
Bilingual Associate Investment Counsellor AIC, Montreal
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 fresh approaches and is committed to developing innovative solutions that will shape the future of our business.
As an integral member of Manulife Private Wealth Support, the Associate Investment Counsellor (AIC) will work with an experienced Investment Counsellor (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts and charitable foundations.
The AIC will be responsible for assisting the IC in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis.
Under the supervision and mentorship of the IC, the AIC will actively manage smaller client relationships while nurturing larger client relationships and facilitate the closure of share of wallet opportunities in the investment portfolio to enable growth of the senior IC's portfolio.
The ultimate purpose of this role is for the AIC to support the IC managing and growing AUM and relationships of direct clients to enable growth of their personal client base through lead opportunities.
Main responsibilities
Experience and Qualifications
Ideal candidate qualifications
Our commitment to You
The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make.
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