Skip to main content

Job ID:

Job Category:


Job Type:

Date Posted:

Apply Now >>    
Job Title :
Bilingual CSP
Job ID :
Category :
Business Operations
Location :
Montreal, QC CA
Job Type :
Full Time
Posted On :
Job Description :

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.


Manulife Securities is seeking Customer Service Professionals for their advisor focused call centre.  Advisor Services Representatives are responsible for providing consistently high quality service responding to telephone and email inquiries from Manulife Securities financial advisors and assistants.  This includes providing information on accounts, policies and procedures, problem resolution, and being accountable for ensuring issues are brought to resolution in a timely manner.


Manulife Securities is a leading national Canadian dealership with membership in both the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association (MFDA).  The dealership serves approximately 1,300 independent advisors, IIROC and MFDA, and over $30 Billion of assets under administration.


Key Accountabilities:

  • Respond to a large volume of incoming telephone calls and emails regarding account inquiries and problem resolution of client accounts
  • Provide professional, accurate and friendly support to Financial Advisors, Assistants and Internal staff, demonstrating a strong knowledge of the industry and internal policies and procedures
  • Analyze complex issues to find efficient and effective resolutions
  • Use knowledge databases and available tools to respond to inquiries
  • Accept front line ownership of issues and liaise with internal departments and external companies to ensure inquiries are resolved in a timely manner
  • Take a proactive role in identifying areas of continuing concern and make recommendations to help develop and implement strategies to resolve the issues
  • Assist advisors/assistants with account opening, trade processing, deposit, or other system related questions
  • Promote spirit of teamwork amongst head office and the branches and continually strive to build and improve upon relationships
  • Keep current with industry news and company policies and procedures
  • Participate in special projects/assignments

Special Conditions:  Flexibility required to work weekly rotating shifts between the hours of 8:00 AM to 7:00 PM, Monday to Friday



  • Demonstrated ability to broadly identify and address customer needs
  • Customer service focus and skills with the ability to build strong relationships between customer/company, and represent Manulife's best interest and positive customer focus
  • Commitment to achieving high levels of excellence
  • Ability to work independently or within a team and will minimal direction
  • Previous call center or customer service experience
  • Excellent communications skills (verbal and written)
  • Excellent problem solving skills
  • 1+ year experience in the financial services industry preferred
  • Working knowledge of Registered Products preferred (RSP, RIF, TFSA, RESP, etc.)
  • Working knowledge of mutual funds, segregated funds and stocks
  • Canadian Securities Course or Canadian Investment Funds Operation course are a strong asset
  • Post-secondary education preferred


About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. As of September 30, 2017, we had over $1 trillion (US$806 billion) in assets under management and administration, and in the previous 12 months we made $27.1 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Business Operations
Apply Now >>    
Link for schema


Any personal information you provide through this site will be privy only to Manulife for the purpose of evaluating your qualifications and experience. At all times, your personal information will be protected by the application of our Privacy Policy.