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Mutual funds and GICs associate processing transactions, reconciliations, commissions, and client account changes. Supporting Canaccord Genuity’s Canadian wealth management operations.
About the role
- Private Lending Associate supporting Manulife Bank’s specialized lending solutions. Managing lending documentation, case coordination, compliance, and Advisor-client service.
Responsibilities
- Serve as a primary point of contact for Advisors on ALOC+ lending solutions
- Assist with case setup, documentation, and follow-ups
- Support Advisors and clients with lending applications, disclosure documents, and supporting materials
- Review applications and documentation for completeness and accuracy before submission
- Identify gaps or deficiencies in lending files
- Educate Advisors and administrative staff on processes, forms, timelines, and requirements
- Respond to Advisor and client inquiries
- Provide case support to Regional Directors, Specialized Lending on larger and more complex cases
- Coordinate with Underwriting, Credit, Operations, and Fulfillment to progress approved cases
- Maintain tracking, documentation, and status updates for active files
- Support escalations and service issues
- Participate in touchpoints with Regional Director partners on case priorities and territory support
- Set up and administer lending and deposit business by processing financial transactions
- Ensure lending file quality, completeness, and security in accordance with audit, compliance, and regulatory standards
- Maintain records for reporting, tracking, and compliance
- Identify process improvements and efficiencies
- Maintain confidentiality and security of bank records and client information
- Adhere to internal policies, procedures, AML, KYC, and KYA requirements
- Complete required training and stay current on product, system, and process updates
- Collaborate and share best practices across Specialized Lending and Manulife Bank teams
- Participate in team meetings, planning sessions, and continuous improvement initiatives
Requirements
- Post-secondary education or equivalent industry experience
- Minimum 3–5 years of experience in banking, lending, or financial services
- Strong understanding of lending administration, documentation, and client service
- Excellent organizational skills and strong attention to detail
- Ability to manage multiple files and priorities simultaneously
- Experience supporting secured lending or specialized lending solutions is preferred
- Familiarity with advisor-supported distribution models is preferred
- Proficiency with Microsoft Office (Excel, Word, PowerPoint) and Salesforce is preferred
- Bilingualism (English and French) is an asset
- Strong interpersonal and communication skills, with confidence interacting directly with Advisors and clients
- Knowledge of AML, KYC, and KYA requirements
- Ability to complete required training and remain current on product, system, and process updates
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short-term disability insurance
- Long-term disability insurance
- Life insurance
- AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays
- Vacation days
- Personal days
- Sick days
- Statutory leaves of absence
- Flexible work environment
- Learning and career growth opportunities
- Sales incentive programs and incentive compensation
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No Education Requirement
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