Investment Counsellor

Investment Counsellor Manulife Private Wealth (Calgary Vancouver Toronto)

Manulife Private Wealth (MPW) provides discretionary investment management services to highnetworth clients across Canada. At MPW we believe in innovation openarchitecture solutions and a global perspective as essential components of every Canadians 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 highperforming professionals to help us expand and enhance our client service capabilities.

The Investment Counsellor plays a critical role in delivering institutionalquality investment management and wealth planning solutions to highnetworth individuals and their families.

This role requires the ability to cultivate and manage longterm 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 selfstarter and relationshipbuilder 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 MPWs openarchitecture multiasset 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 MPWs 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 crossfunctional 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 highnetworth 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 highnetworth clients.
• Highly adaptable solutionsoriented 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:

• Well empower you to learn and grow the career you want.
• Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.
• As part of our global team well 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 is an 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 pregnancyrelated 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 .