Winter Co-op 2027 - Wealth Investment Office Intern

Manulife/John Hancock

Toronto

Hybrid

CAD 45,000 - 53,000

Full time

3 days ago

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Job summary

Manulife/John Hancock is seeking a motivated candidate enrolled in a post-secondary program to support the Wealth Investment Office. You will assist investment research, oversee managed account programs, and contribute to governance, with exposure to both Canadian and U.S.

client portfolios. Responsibilities include developing advisor-facing content, reviewing portfolio data via advanced platforms, and supporting the Pathway to Portfolio Management initiative.

Qualifications

Enrollment in a post-secondary institution is required.
Interest in CFA charter program is an asset.
General proficiency with AI platforms.
Strong personal initiative and interpersonal skills.
Excellent written and verbal communication skills.

Responsibilities

Support day-to-day activities across the Manulife Wealth Investment Office, including investment research, portfolio managed account programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
Assist with day-to-day investment operations and governance activities, including PAR note review and approval, investment product updates, documentation and other recurring oversight requirements.
Support centrally managed accounts program in response to sub-advisor trade recommendations, client cash flow requests and other managed account overlay activities.
Develop advisor-facing investment content, including job aids, investment insights, portfolio-management resources and presentation materials.
Using cutting edge portfolio management platform to review and calibrate client investment portfolios.
Work with Investment Advisors and support the Pathway to Portfolio Management program at Manulife Wealth.
Use AI and emerging technology to improve investment research, analysis, reporting and workflow efficiency.
Collaborate with and organize senior team members on various projects and initiatives.
Other tasks and related activities that arise from shifting priorities.

Job description

Responsibilities

Support day‑to‑day activities across the Manulife Wealth Investment Office, including investment research, portfolio managed account programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
Assist with day‑to‑day investment operations and governance activities, including PAR note review and approval, investment product updates, documentation and other recurring oversight requirements.
Support centrally managed accounts program in response to sub‑advisor trade recommendations, client cash flow requests and other managed account overlay activities.
Develop advisor‑facing investment content, including job aids, investment insights, portfolio‑management resources and presentation materials.
Using cutting edge portfolio management platform to review and calibrate client investment portfolios.
Work with Investment Advisors and support the Pathway to Portfolio Management program at Manulife Wealth.
Use AI and emerging technology to improve investment research, analysis, reporting and workflow efficiency.
Collaborate with and organize senior team members on various projects and initiatives.
Other tasks and related activities that arise from shifting priorities.

Role Requirements

A positive attitude
A curious mind
An ability to share ideas constructively
Strong personal initiative and interpersonal skills
Excellent written and verbal communication skills
General technical proficiency with a focus on core business applications such as Microsoft Office, MS Forms, Excel, PowerPoint.
General proficiency with AI platforms.
Enrollment in a post‑secondary institution required.
Interested in or enrolled in CFA charter program is 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.

Salary range is expected to be between: $44,900 CAD - $52,700 CAD The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. The annual salary will be pro‑rated based on the length of the work‑term.

The role being advertised is an existing vacancy.

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.

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 https://www.manulife.com/en/about/our-story.html.

Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Working Arrangement: Hybrid

We’re Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and industry‑leading AI, and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognition.

Recent awards include: