Winter Co-op 2027 - Wealth Investment Office Intern

Manulife; Toronto; Hybrid; CAD 45,000 - 53,000; Full time

Job summary

Manulife Wealth Investment Office is offering an internship to gain hands-on experience across investment product research, portfolio implementation, and investment operations. You will work on ETFs, mutual funds, model portfolios, and Unified Managed Accounts to support day-to-day oversight.

You will collaborate with Operations, Advisor Support, Legal, Compliance, Marketing and other teams to deliver research and strategic projects.

Qualifications

• Enrollment in a post-secondary institution is required.
• Interest in CFA charter program is assets.
• Strong written and verbal communication skills.

Responsibilities

• Support day-to-day activities across the Wealth Investment Office, including investment research and portfolio management for advisors and clients in Canada and the US.
• Assist with investment operations and governance activities, including PAR note review and updates.
• Support centrally managed accounts programs in response to trade recommendations and client requests.
• Develop advisor-facing investment content, including job aids and presentation materials.
• Use portfolio management platform to review and calibrate client portfolios.
• Collaborate with Investment Advisors and support Portfolio Management pathways.
• Utilize AI and emerging tech to improve research, analysis, reporting and workflow.
• Organize senior team members on various projects and initiatives.

Skills

Investment research

Portfolio management

Investment operations

AI platforms

Microsoft Office

Education

Enrollment in post-secondary education

Tools

Microsoft Office

MS Forms

Excel

PowerPoint

Job description

As an Intern with the Manulife Wealth Investment Office, you will gain hands‑on experience across investment product research, portfolio implementation, investment operations and managed investment programs. The candidate will support the day‑to‑day oversight of investment solutions while contributing to research and strategic projects across ETFs, mutual funds, model portfolios, Unified Managed Accounts and Portfolio Management programs.

In addition, you will collaborate with several internal teams, including Operations, Advisor Support, Legal, Compliance, Marketing and others, to support the daily management and regular deliverables of the Manulife Wealth Investment Office.

Responsibilities include:

• 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 include:

• 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.

#LI‑Hybrid

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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

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Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

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En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

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