Wealth Management Support Associate at Manulife
Manulife Wealth Inc. • st. catharines, niagara region • Posted July 09, 2026
Position Overview
Become a pivotal part of the Manulife Wealth team as a Wealth Management Support Associate. Deliver exceptional client service while managing administrative tasks and supporting financial planning efforts.
This role involves providing client support, handling account management tasks, and maintaining compliance within a structured environment. You will be the first point of contact for clients and assist advisors in coordinating meetings, processing transactions, and preparing documentation. Your organizational skills will ensure the advisor's calendar is efficiently managed while complying with regulatory standards.
Key Responsibilities:
• Respond to client inquiries via phone and email
• Manage the advisor's calendar and schedule meetings
• Prepare reports and documentation for client meetings
• Process account openings and monitor activities
• Support the advisor in financial planning tasks
Requirements:
• Undergraduate degree preferred
• Canadian Secur...
This role involves providing client support, handling account management tasks, and maintaining compliance within a structured environment. You will be the first point of contact for clients and assist advisors in coordinating meetings, processing transactions, and preparing documentation. Your organizational skills will ensure the advisor's calendar is efficiently managed while complying with regulatory standards.
Key Responsibilities:
• Respond to client inquiries via phone and email
• Manage the advisor's calendar and schedule meetings
• Prepare reports and documentation for client meetings
• Process account openings and monitor activities
• Support the advisor in financial planning tasks
Requirements:
• Undergraduate degree preferred
• Canadian Secur...