Investment Counsellor, Manulife Private Wealth
Montréal, QCCompany 1 - The Manufacturers Life Insurance Company
5+ ansCandidates need at least 5 years of experience delivering discretionary investment management to high-net-worth clients, French and English bilingualism, and a CFA or CIM designation. A commerce or finance degree and registration as an Associate Advising Representative are also required.
Portfolio management software, Microsoft Office
Investment Counsellor, Manulife Private Wealth
Montréal, QCCompany 1 - The Manufacturers Life Insurance Company
5+ ansCandidates need at least 5 years of experience delivering discretionary investment management to high-net-worth clients, French and English bilingualism, and a CFA or CIM designation. A commerce or finance degree and registration as an Associate Advising Representative are also required.
Portfolio management software, Microsoft Office
Senior Advisor Onboarding & Transitions Specialist
Montréal, QCCompany 1 - The Manufacturers Life Insurance Company
Manulife Wealth needs strong project management, data-entry accuracy and communication skills, plus knowledge of advisor back-office and portfolio tools. Fluent French is required, bilingualism is an asset, and experience with vendors and financial-services firms is preferred.
back-office systems, portfolio-management tools, financial-planning software