Director, Investment Consulting

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $123.1k - $173.1k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Lead one-on-one investment consulting engagements focused on portfolio construction, asset allocation, downside risk management, implementation efficiency, and advisor communication • Analyze advisor portfolios to identify concentration risk, style drift, hidden overlap, recency bias, improper weightings, and insufficient downside protection • Translate portfolio findings into practical recommendations tailored to each advisor’s platform, client base, philosophy, and business constraints • Equip advisors with portfolio narratives for use with clients and prospects • Build and maintain referral relationships with wholesaler colleagues • Qualify advisors for the program and manage an active pipeline of consulting opportunities • Support occasional branch visits, dealer events and conferences, and internal presentations • Partner with Manulife Investments wholesalers, investment specialists, and distribution colleagues to uncover advisor opportunities, generate referrals, and extend the consulting program’s reach • Maintain administrative discipline to keep engagements running at a consistently high standard

🎯 Requirements

• CFA, CIM, or comparable advanced investment designation strongly preferred; CAIA, CIMA, or FRM considered strong assets • 5+ years of experience in investment consulting, portfolio analytics, asset management, or a related investment-focused role • Deep understanding of modern portfolio theory, asset allocation, risk management, and fixed income across major asset classes • Strong working knowledge of mutual funds, ETFs, SMAs, model portfolios, and alternative investments • Proven ability to convert portfolio analytics into clear, actionable recommendations • Exceptional communication, facilitation, and relationship-building skills • High proficiency in Excel • Experience with Morningstar, YCharts, Jacobi/Second Engine, or similar tools considered an asset • Fully bilingual in French and English • University degree in Finance, Business, Economics, or a related field

🏖️ Benefits

• Flexible work environment • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans • Pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays • Vacation days • Personal days • Sick days • Statutory leaves of absence • Incentive compensation tied to business and individual performance