Investment Counsellor
Manulife
Investment Counsellor
Manulife
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Develop and implement tailored investment strategies using MPW’s open-architecture, multi-asset platform
- Proactively monitor and manage client portfolios in alignment with investment policy statements and industry best practices
- Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients
- Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM)
- Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans
- Maintain a disciplined approach to portfolio rebalancing, risk assessment, and performance monitoring
- Communicate MPW’s investment philosophy and risk management approach effectively to both existing and prospective clients
- Ensure full compliance with all regulatory and internal policies, mitigating risk for clients and the firm
- Collaborate with cross-functional teams to enhance service delivery, improve investment solutions, and optimize the client experience
Requirements
- CFA designation, CIM designation, or CFA candidate (TEP or CFP designations are considered an asset)
- Eligible for registration as an Associate Advising Representative or Advising Representative with the provincial securities commissions
- Minimum of 5 years of experience providing discretionary investment management services to high-net-worth clients
- Undergraduate degree in Commerce, Finance, or a related field preferred (MBA or equivalent considered an asset)
- Deep expertise in global markets and investment strategies, with a strong understanding of portfolio construction, asset allocation, and risk management
- Strong knowledge of regulatory frameworks, compliance best practices, and the operational infrastructure of private wealth management
- Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools
Benefits
- Health, dental, mental health, and vision insurance coverage
- Short- and long-term disability benefits
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness programs
- Employee/family assistance plans
- Retirement savings plans (including pension and global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program including holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategiesportfolio managementrisk assessmentperformance monitoringportfolio constructionasset allocationfinancial planningcompliance best practicesdiscretionary investment managementclient acquisition
Soft skills
client relationship managementcommunicationcollaborationbusiness growthproactive monitoringorganizational skillsleadership
Certifications
CFA designationCIM designationCFA candidateTEP designationCFP designationAssociate Advising RepresentativeAdvising Representative