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.

Position Summary

As part of the Morgan Stanley Virtual Advisor (MSVA) team within Morgan Stanley Wealth Management Canada (MSWC), the role requires a bilingual individual proficient in English and French (verbal and written). The position involves supporting MSVA business development initiatives, driving growth, creating efficiencies, and enhancing client loyalty. The role is based in Montreal, Quebec or Toronto, Ontario, with 4-5 days of in‑office collaboration per week.

Duties and Responsibilities

• Design and implement comprehensive and tailored investment strategies integrating multiple aspects ...