Manulife Wealth provides Canadians with access to financial advice and strategies tailored to their individual circumstances and life stages. As a Manulife Wealth client, you benefit from the resources and expertise of Manulife, a global financial services organization with a network of approximately 1,000 independent advisors nationwide and a variety of expertise spanning public and private markets. Manulife Private Wealth looks to serve the unique needs of high-net-worth individuals and families with specialized investment counselling tailored to their needs. With access to private banking, financial planning, insurance, and tax and estate planning, Manulife Private Wealth helps to deliver highly specialized solutions designed for complex financial situations. To learn more about Manulife Private Wealth’s capabilities and how we can help you grow, preserve, and transition your wealth, visit https://www.manulife.com/ca/en/personal/wealth/private-wealth Disclaimers: https://www.manulife.com/ca/en/about-us/legal Social media policy: https://www.manulife.com/ca/en/about-us/social-media-policy
On-site · Montréal
Prepare and process account-opening documents, transfers, transactions, and other account requests; coordinate client meetings, manage calendars, and follow up with clients and financial institutions. Maintain accurate client records, support administrative and operational work, and help improve internal processes and the client experience.