Bilingual associate investment counsellor (aic), montreal

Bilingual associate investment counsellor (aic), montreal

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.

About Manulife Private Wealth

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 every 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.

Main Responsibilities

- Perform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.
- Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful ideas to enhance client servicing.
- Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.
- Coordinate the investment counsellor’s meetings with existing or prospective clients and prepare all required presentation material in a timely manner.
- Construct custom reporting and portfolio strategies for quarterly reviews or as required,





demonstrating a positive client-centric and collaborative communication approach.
- Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.
- Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants.
- Obtain ongoing account documentation from clients and maintain up-to-date client files, as per regulatory and compliance requirements.
- Familiarize yourself with Manulife’s investment approach and stay abreast of the firm’s strategy, ensuring alignment with client service excellence.

Experience and Qualifications

- University degree, preferably in Business or Economics.






- Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.
- Minimum of 5 years of professional experience within the investment industry.
- Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.
- Exceptional written and verbal communication skills (English and French).
- Proficiency with Microsoft Office and ease in learning new IT tools.

Our Commitment to You

- Values-first culture
- Boundless opportunity
- Continuous innovation
- Delivering the promise of Diversity, Equity and Inclusion
- Championing Corporate Citizenship

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.







Primary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$81,450.00 CAD - $146,610.00 CAD

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▶️ Bilingual associate investment counsellor (aic), montreal
🖊️ Société Financière Manuvie
📍 Montreal