Investment Counsellor, Manulife Private Wealth

Job Description SummaryManulife Private Wealth (“MPW”) delivers discretionary private investment counselling to High Net Worth (“HNW”) clients across Canada. MPW is seeking a career-oriented Investment Counsellor to join our team of professionals, providing an integrated solution of institutional quality investment management, banking, and wealth and estate services to HNW individuals and their families.
The Investment Counsellor is responsible for developing and nurturing strong relationships with clients with a focus on providing personalized investment and wealth planning solutions and services, exceptional client experience, and attracting new client relationships. Manulife has a robust network of internal and external partners that Investment Counsellors work closely with to identify opportunities and pursue referrals.
At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of every Canadian's financial plan and future. As part of a leading global financial institution, our strong capabilities in public and private markets are strengthened by an investment footprint that spaces globally across 19 geographies with over 650 investment professions. We are looking for individuals with the skills, energy and drive to help us continue to service our growing client base.
This is a full-time role for the ideal candidate located in Montreal, who has a strong track record of successfully providing discretionary investment solutions to HNW individuals and is a results focused self-starter who would like to help build a successful national business. This is a great opportunity for the incumbent to become part of a high-growth area, backed by the global strength of Manulife.
Key Accountabilities:
Develop comprehensive and customized investment portfolios using Manulife Private Wealth’s open architecture, multi-asset strategy platform.
Monitor and manage portfolios in compliance with an Investment Policy Statement prepared for each client in accordance with firm practice.
Manage client portfolios and service existing clients to grow Assets under Management.
Responsible for helping acquire new clients, together with MPW sales directors and independent advisors, and taking ownership of the investor compliance component of the client on-boarding process.
Take a proactive, disciplined approach to rebalancing client portfolios;
monitor and report on client performance.
Effectively communicate MPW’s investment philosophy and our risk management approach to current and prospective clients
Meet with clients on a regular basis to discuss/update on the progress of their plan and amend as necessary
Work collaboratively with the MPW team in client acquisition activities.
Be familiar and comfortable with an investment consulting approach to private client wealth management
Ensure the investment management process adheres to all internal and external compliance policies and procedures, and complete annual (at minimum) client portfolio reviews which include completion of Know your Client (KYC), AML/ATF, and FATCA compliance documentation.
Qualifications:The ideal candidate must possess excellent verbal and written communication skills. He/she is professional, calm under pressure, honest and reliable. It is critical that they are able to think on their feet and use common sense as an underlying guide when working through problems.
A minimum of 5 years of experience specifically delivering discretionary investment management services to high-net worth clients
Undergraduate degree in commerce, finance or equivalent (MBA or related degree considered an asset)
CFA or Chartered Investment Manager (CIM) designation
Bilingual - French/English required
Licensable as Advising Representative
Currently registered at a minimum as an Associate Advising Representative
Possesses strong financial acumen and expertise in investments/financial markets
Highly capable of adapting approach to what is best for each particular situation. Able to decide quickly when needed, and skillful in identifying situations in which additional analysis or input is needed.
Well organized, goal driven and action-oriented.
Highly professional reputation / judgment with strong ethics and values.
Firm grasp of operational framework and regulatory environment that MPW operates in
Must be computer literate with an above average understanding of Microsoft Office and portfolio management software and tools.
Demonstrable track record of community involvement and active networking
Natural propensity towards team-work and collaboration and proven coachability
When you join our team:
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.
The role being advertised is an existing vacancy.
マニュライフとジョン・ハンコックについてマニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 lをご覧ください。
マニュライフは機会均等を是とする雇用主ですマニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、View email address on ca.hrm.tc までご連絡をお願いします。
Working Arrangementハイブリッド勤務
Base Salary & BenefitsEmployees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact View email address on ca.hrm.tc for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact View email address on ca.hrm.tc for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
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