Investment counsellor

Société Financière Manuvie; Vancouver; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading global financial institution seeks an Investment Counsellor to deliver personalized wealth planning solutions to high-net-worth clients. The role involves developing investment strategies, managing client portfolios, and ensuring compliance. Join a flexible and inclusive team that values your growth and well-being.

Benefits

Flexible Environment

Well-being Support

Diversity Commitment

Qualifications

• Minimum 5 years of experience in discretionary investment management.
• Registered or eligible for registration as an Advising Representative.

Responsibilities

• Develop and implement tailored investment strategies.
• Lead client acquisition efforts and drive business growth.
• Ensure compliance with regulatory and internal policies.

Skills

Communication

Relationship Management

Strategic Thinking

Problem Solving

Education

Undergraduate degree in Commerce

MBA

CFA designation

TEF or CFP designations

Tools

Microsoft Office

Portfolio Management Tools

Job description

Investment Counsellor - Manulife Private Wealth (Calgary, Vancouver, Toronto)

Manulife Private Wealth (MPW) provides discretionary investment management services to high-net-worth clients across Canada. We believe in innovation, open-architecture solutions, and a global perspective as essential components of every Canadian’s financial future.

As part of a leading global financial institution, MPW offers access to both public and private markets, with a presence in 19 geographies and over 650 investment professionals worldwide. We seek driven, high-performing professionals to expand and enhance our client service capabilities.

The Investment Counsellor plays a critical role in delivering institutional-quality investment management and wealth planning solutions to high-net-worth individuals and their families.

This role requires cultivating and managing long-term client relationships, tailoring investment strategies to individual needs, and collaborating with internal and external partners to drive business growth.

If you are a strategic thinker, self-starter, and relationship-builder passionate about providing personalized investment solutions, explore this opportunity with us.

We are hiring for the following markets: Calgary, Vancouver, and Toronto.

Main Responsibilities

1. Develop and implement tailored investment strategies using MPW’s open-architecture, multi-asset platform.
2. Monitor and manage client portfolios proactively in line with investment policy statements and best practices.
3. Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients.
4. Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM).
5. Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans.
6. Maintain disciplined portfolio rebalancing, risk assessment, and performance monitoring.
7. Communicate MPW’s investment philosophy and risk management approach effectively to clients and prospects.
8. Ensure full compliance with regulatory and internal policies, mitigating risks.
9. Collaborate with cross-functional teams to enhance service, improve investment solutions, and optimize client experience.

Experience & Qualifications

1. Minimum 5 years of experience in discretionary investment management for high-net-worth clients.
2. Undergraduate degree in Commerce, Finance, or related field; MBA or equivalent is an asset.
3. CFA designation or Level 3 Candidate; TEF or CFP designations are assets.
4. Registered or eligible for registration as an Advising Representative with the OSC.
5. Deep expertise in global markets, investment strategies, portfolio construction, asset allocation, and risk management.
6. Strong knowledge of regulatory frameworks, compliance, and private wealth management operations.
7. Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools.

Ideal Candidate Qualifications

1. Proven ability to develop and execute strategic wealth planning solutions aligned with client goals.
2. Exceptional communication and relationship management skills with high-net-worth clients.
3. Highly adaptable, solutions-oriented, and capable of working independently and collaboratively.
4. Strong ethical judgment, integrity, and commitment to excellence.
5. Active in community and professional networking initiatives.
6. Multilingual capabilities are an asset.

When you join our team:

1. We empower you to learn and grow your career.
2. We support you in a flexible environment that values well-being and inclusion.
3. As part of our global team, we help you shape your future.

À propos de Manuvie et de John Hancock

La Société Financière Manuvie est un leader mondial des services financiers, aidant les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en savoir plus, visitez www.manuvie.com.

Manuvie valorise la diversité et s’engage à un recrutement, une fidélisation, une promotion et une rémunération équitables, sans discrimination.

Nous sommes déterminés à éliminer les obstacles à l’accès égalitaire à l’emploi. Pour demander un accommodement raisonnable, contactez [e-mail].

Modalités de travail

Hybride

Salaire et avantages sociaux

Le salaire varie selon le marché, la géographie, et les facteurs liés au poste. Des programmes de motivation, des avantages sociaux, et des régimes d’épargne-retraite sont offerts. Pour plus d’informations, contactez [e-mail].