Investment Counsellor

Manulife; Vancouver; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services provider is seeking an Investment Counsellor to deliver personalized investment management and wealth planning solutions to high-net-worth clients. The role involves cultivating client relationships, developing tailored strategies, and ensuring compliance with regulations. Join a dynamic team that prioritizes innovation and client service excellence.

Benefits

Health Insurance

Dental Insurance

Mental Health Support

Retirement Plans

Paid Time Off

Qualifications

• Minimum of 5 years of experience in investment management.
• CFA designation or CFA Level 3 Candidate preferred.

Responsibilities

• Develop tailored investment strategies for clients.
• Proactively manage client portfolios and drive business growth.

Skills

Relationship Management

Strategic Thinking

Client Acquisition

Communication

Education

Undergraduate degree in Commerce

MBA

Tools

Microsoft Office

Portfolio Management Tools

Job description

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

Manulife Private Wealth (MPW) provides discretionary investment management services to high-net-worth clients across Canada. At MPW, 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 clients access to both public and private markets, backed by an investment presence in 19 geographies and a team of over 650 investment professionals worldwide. We are seeking driven, high-performing professionals to help us 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 the ability to cultivate and manage long-term client relationships, tailor investment strategies to unique needs, and collaborate with internal and external partners to drive business growth.

If you are a strategic thinker, self-starter, and relationship-builder with a passion for providing personalized investment solutions, we invite you to explore this opportunity with us.

We are currently hiring for the following markets: Calgary, Vancouver, and 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 your career.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are prioritized.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our story.

Equal Opportunity Employer

Manulife/John Hancock embraces diversity and strives to attract, develop, and retain a workforce as diverse as our customers. We are committed to fair recruitment, retention, and advancement practices, without discrimination based on race, religion, gender, age, disability, or other protected grounds. We provide reasonable accommodations during the application process. For assistance, contact [e-mail].

Working Arrangement

Hybrid

Salary & Benefits

Salary varies based on market conditions, location, and experience. Employees can participate in incentive programs. Manulife offers comprehensive benefits including health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off, and more. For U.S. applicants, contact [e-mail] for specific benefits information.