Manulife and John Hancock
Director, Investment Consulting
CAN, Quebec - Full Time Remote · Director · Full-time
Sponsorship not specifiedDetected 14 days ago
Business DevelopmentExcelCommunicationMentoringPublic SpeakingCFA
About the role
- Most portfolio review programs hand advisors a finished report.
- You will act as a senior consulting resource to advisors who want to better understand how their portfolios are built, where the structural weaknesses are, and what practical improvements can be made without sacrificing implementation reality.
Responsibilities
- Lead one-on-one investment consulting engagements focused on portfolio construction, asset allocation, downside risk management, implementation efficiency, and advisor communication
- Build and maintain referral relationships with wholesaler colleagues, qualify advisors for the program, and manage an active pipeline of consulting opportunities central to achieving business and activity targets
- Support occasional branch visits, dealer events & conference, and internal presentations
- Exceptional communication, facilitation, and relationship-building skills
- Better portfolio decisions create better advisor outcomes.
- Internally, you will partner closely with Manulife Investments wholesalers, investment specialists, and distribution colleagues to uncover advisor opportunities, generate referrals into the program, and extend the reach of one of Manulife's most differentiated support offerings.
- This one builds the analysis with them and that distinction is the whole point.
Requirements
- 5+ years of experience in investment consulting, portfolio analytics, asset management, or a related investment-focused role
- Strong working knowledge of mutual funds, ETFs, SMAs, model portfolios, and alternative investments
- Proven ability to convert portfolio analytics into clear, actionable recommendations
- High proficiency in Excel
- experience with Morningstar, YCharts, Jacobi/Second Engine, or similar tools considered an asset
- Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
- University degree in Finance, Business, Economics, or a related field
Nice to have
- CFA, CIM, or comparable advanced investment designation strongly preferred
- CAIA, CIMA, or FRM considered strong assets
Compensation
- We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, r
Company info
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
Visa & Work Authorization
- r practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related co
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