Bilingual Virtual Financial Advisor (Hybrid)

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary

The individual taking on this role will be part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management Canada (MSWC). The role requires a bilingual person who is proficient in both English and French (verbal and written).

The MSVA team is a group of registered financial advisors servicing the mass affluent channel that provides clients with financial advice and guidance as well as all other servicing needs through a phone-based model. The role will also include assisting the firm in other registerable activities relating to other business opportunities and initiatives.

The individual in the role will support MSVA business development initiatives to drive growth, create business efficiencies and increase client loyalty. MSWC is looking for a driven advice professional with a customer-centric mindset and strong relationship management, organizational, and business development skills.

The role will be based Montreal, Quebec or Toronto, Ontario, with expectations of regular in-office collaboration of 4-5 days per week.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

Duties And Responsibilities

• Design and implement comprehensive and tailored investment strategies which integrate multiple aspects of a client’s life and financial goals through regular touchpoints and annual reviews maintaining an up-to-date investment plan
• Proactively and reactively communicate with clients and prospects referred to the business from multiple sources as well as self-sourcing business development opportunities
• Open and service accounts on the Morgan Stanley Wealth Management Canada platform, including supporting our Directed Share Program, Self-Directed channel and other firm initiatives that drive revenue growth
• Ensure consistency and regulatory compliance across all prospect / client touch points
• Focus on the client experience at every interaction and connecting with clients to build relationships in a meaningful and interactive way, including ability to communicate with clients in French as well as English
• Conduct research on industry insights and emerging client experience trends in the mass affluent segment through proprietary and third-party sources
• Collaborate with marketing and sales organizations to drive client engagement
• Responsible for assessing business insights and industry trends
• Manage voice of the client survey programs to improve the client experience
• Liaison with business stakeholders and technology to drive client-centric initiatives and digital engagement

Qualifications

• Registered as Registered Representative (RR) with CIRO
• Bachelor’s Degree
• 1-3 years of experience as a financial advisor at a Canadian Wealth Management firm, preferably within a mass affluent channel
• Bilingual (proficient in both English and French), verbal and written, required
• CFP (Certified Financial Planner) or equivalent designation preferred
• Familiarity with Wealth Management branch structure, sales, and branch operations
• Call center experience within the financial services industry as well as a deep understanding of the financial services industry through a mass affluent channel lens
• Must be comfortable working closely with various functional business areas
• Ability to operate in a team-oriented environment
• Strong written and verbal communications
• Ability to prioritize and operate in a dynamic business environment
• Strong proficiency with Microsoft Word, PowerPoint and Excel
• Strong proficiency with financial planning software

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

Build a career with impact. Visit morganstanley.com for more information.

Expected base pay rates for the role will be between $80,000 and $95,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley utilizes AI and more details of the use can be found, here. This job description pertains to a position that is currently open and accepting applications.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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