Director, Investment Consulting

This is a fully remote position, open to applicants in Canada.

📋 Description

• Lead personalized investment consulting engagements that concentrate on portfolio construction, asset allocation, downside risk management, implementation efficiency, and effective advisor communication.

• Evaluate advisor portfolios to uncover concentration risk, style drift, hidden overlaps, recency bias, inappropriate weightings, and inadequate downside protection.

• Convert portfolio analysis into actionable recommendations customized to each advisor’s platform, client base, philosophy, and business constraints.

• Provide advisors with compelling portfolio narratives for client and prospect interactions.

• Develop and sustain referral relationships with wholesaler colleagues.

• Assess advisors for the program and maintain an active pipeline of consulting opportunities.

• Assist with occasional branch visits, dealer events, conferences, and internal presentations.

• Collaborate with Manulife Investments wholesalers, investment specialists, and distribution teams to identify advisor opportunities, generate referrals, and enhance the reach of the consulting program.

• Uphold administrative discipline to ensure that engagements are conducted at a consistently high standard.

⛳️ Requirements

• CFA, CIM, or an equivalent advanced investment designation is highly preferred; CAIA, CIMA, or FRM are regarded as strong assets.

• A minimum of 5 years of experience in investment consulting, portfolio analytics, asset management, or a similar investment-focused position.

• Comprehensive understanding of modern portfolio theory, asset allocation, risk management, and fixed income across major asset classes.

• Strong familiarity with mutual funds, ETFs, SMAs, model portfolios, and alternative investments.

• Demonstrated ability to translate portfolio analytics into clear, actionable recommendations.

• Exceptional skills in communication, facilitation, and relationship building.

• Advanced proficiency in Excel.

• Experience with tools such as Morningstar, YCharts, Jacobi/Second Engine, or similar platforms is considered beneficial.

• Fully bilingual in French and English.

• A university degree in Finance, Business, Economics, or a related discipline.

🏝️ 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 linked to business and individual performance.