Director, Investment Consulting

🕒 July 9

🇨🇦 Canada – Remote

💵 $123.1k - $173.1k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 23%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • 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 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 for use with clients and prospects • Build and maintain referral relationships with wholesaler colleagues • Qualify advisors for the program and manage an active consulting opportunity pipeline • Support occasional branch visits, dealer events, conferences, and internal presentations • Maintain administrative discipline and consistently high engagement standards • Partner with wholesalers, investment specialists, and distribution colleagues to uncover advisor opportunities and extend the consulting offering

🎯 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; required to communicate with clients from various jurisdictions outside Quebec • 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, including pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays, vacation, personal, and sick days • Statutory leaves of absence • Incentive programs and incentive compensation tied to business and individual performance • Learning and career growth support • Inclusion and well-being support