Unlicensed Sales Assistant
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Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
The UnlicensedAssistant plays a key role in supporting our Corporate Advisors by handling administrative tasks client service and account management. This individual must hold relevant securities licenses (e.g. CSC CPH WME) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented highly organized and comfortable managing a range of tasks in a fast-paced financial services environment.
Key Accountabilities:
Client Support
Act as the first point of contact for clients answering questions and addressing service needs.
Assist with account maintenance such as updating client information processing requests and executing transactions.
Schedule and coordinate client meetings preparing necessary documentation and reports.
Respond promptly to client inquiries via phone email or in-person interactions ensuring excellent customer service.
Administrative Tasks
Manage the advisors calendar including scheduling meetings client appointments and conference calls.
Handle incoming correspondence prioritize and distribute to the appropriate team members.
Maintain accurate client records in CRM systems ensuring compliance with regulatory requirements.
Prepare client reports statements and presentations for meetings.
Compliance and Documentation
Ensure that all documentation is properly filled out signed and filed in compliance with regulatory standards.
Stay updated on regulatory changes and work with the compliance department to ensure adherence.
Assist in preparing for audits and regulatory reviews.
Account Management
Process account openings transfers and updates.
Handle the submission of trade orders under the direction of the investment advisor.
Monitor account activities to ensure timely and accurate execution of orders and instructions.
Financial Planning Support
Assist the advisor in developing and preparing financial plans portfolio reviews and investment proposals.
Gather and organize financial data and research for advisor review.
Support in preparing investment reports and analysis for clients.
Team Collaboration
Collaborate with other team members to ensure client needs are met in a timely and professional manner.
Provide backup assistance to other administrative staff when needed.
Job Requirements:
Undergraduate degree strongly preferred
Previous experience in a similar role preferably within the financial industry.
Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint)
Fluent in CRM / SalesForce and PowerBI an asset
Exceptional organizational and time management skills.
Excellent verbal and written communication skills
Strong attention to detail and ability to prioritize tasks effectively.
Proven ability to work in a team environment.
Discretion and the ability to handle sensitive information with integrity
Knowledge of financial terminology and concepts is a plus but not required.
Ability to build effective partnerships.
Unwavering curiosity and a passion for learning
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well 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 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 .
Working Arrangement
Salary & Benefits
Salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.
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 for more information about U.S.-specific paid time off provisions.
Key Skills
- Sales Experience
- Time Management
- Data Entry
- Customer Service
- Microsoft Outlook
- Microsoft Word
- Computer Literacy
- Microsoft Powerpoint
- Furniture Sales
- Microsoft Excel
- Administrative Experience
- Sales Support
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
