Director, Investment Consulting

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 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 structural weaknesses, including concentration risk, style drift, hidden overlap, recency bias, improper weightings, and insufficient downside protection • Translate portfolio findings into clear, practical recommendations tailored to each advisor’s platform, client base, philosophy, and business constraints • Equip advisors with portfolio narratives they can use directly 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

🎯 Requirements

• CFA, CIM, or comparable advanced investment designation strongly preferred • 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 (French/English)

🏖️ Benefits

• health • dental • mental health • vision • short- and long-term disability • life and AD&D insurance coverage • adoption/surrogacy and wellness benefits • employee/family assistance plans • various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) • financial education and counseling resources • generous paid time off program (including holidays, vacation, personal, and sick days)