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About the role
Key responsibilities & impact- Support day-to-day activities and projects for portfolio managed account programs.
- Work with team leaders to develop job aids for Investment Advisors on investment topics.
- Collaborate with and organize senior team members on various projects and initiatives.
- Support the Pathway to Portfolio Management program at Manulife Wealth.
Requirements
What you’ll need- Enrollment in a post-secondary institution required.
- Interested in or enrolled in CFA charter program is an asset.
- Strong personal initiative and interpersonal skills.
- Excellent written and verbal communication skills.
- General technical proficiency with a focus on core business applications such as Microsoft Office, MS Forms, Excel, PowerPoint.
- General proficiency with AI platforms.
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
- Early access to premier early talent program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft OfficeMS FormsExcelPowerPointAI platforms
Soft Skills
personal initiativeinterpersonal skillswritten communicationverbal communication
Certifications
CFA charter program
