Investment Counsellor -- Manulife Private Wealth (Calgary, Vancouver, Toronto)
Main Responsibilities
- 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.
Experience \& Qualifications
- 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 (MBA or equivalent considered an asset).
- CFA designation or CFA Level 3 Candidate (TEP or CFP designations are considered an asset).
- Registered (or eligible for registration) as an Advising Representative with the Ontario Securities Commission (OSC).
- 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.
Ideal Candidate Qualifications
- Proven ability to develop and execute strategic wealth planning solutions, ensuring alignment with client goals.
- Exceptional communication and relationship management skills, with a demonstrated ability to engage and influence high-net-worth clients.
- Highly adaptable, solutions-oriented, and able to work both independently and collaboratively.
- Strong ethical judgment, professional integrity, and commitment to excellence.
- Active participant in community and professional networking initiatives.
- Multilingual capabilities are an asset
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
About Manulife And John Hancock
Manulife is an Equal Opportunity Employer
Working Arrangement
Salary \& Benefits
