Director, Investment Consulting

Manulife Financial Corporation

Job Overview

Location

CAN, Quebec - Full Time Remote

Job Type

Full-time

Full Job Description

📋 Description

• The Director, Investment Consulting role at Manulife Investment Management is a senior, advisor-facing position focused on strengthening portfolio discipline, improving risk management, and enhancing advisor communication across Quebec and Atlantic Canada.
• Day to day, the person will lead one-on-one investment consulting engagements, analyze advisor portfolios for structural weaknesses, translate findings into practical recommendations, equip advisors with client-ready portfolio narratives, and build referral relationships with wholesalers to generate consulting opportunities.
• The role sits within Manulife’s Montreal-based Investment Consulting team, partnering closely with wholesalers, investment specialists, and distribution colleagues to extend the reach of a differentiated support offering that bridges portfolio theory and advisor reality.
• In this role, the person can deepen expertise in behavioural coaching and portfolio consulting, influence advisor business outcomes through tailored engagement, and grow as a trusted consultant at the intersection of investment analysis, relationship management, and business development within a leading global financial services organization.

🎯 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 (French/English): required to communicate in both languages to support clients across jurisdictions
• University degree in Finance, Business, Economics, or a related field

🏖️ Benefits

• Empowerment to learn and grow the career you want
• Recognition and support in a flexible environment where well-being and inclusion are prioritized
• Opportunity to shape the future as part of a global team
• Customizable benefits including health, dental, mental health, vision, disability, life and AD&D insurance
• Retirement savings plans with employer matching contributions (pension and global share ownership plan)
• Generous paid time off program including holidays, vacation, personal, sick days, and statutory leaves
• Access to financial education and counseling resources, and employee/family assistance plans

Skills & Technologies

Remote

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Manulife Financial Corporation

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About Manulife Financial Corporation

Manulife Financial Corporation is a multinational insurance and financial services provider headquartered in Toronto, Canada. Established in 1887, it offers life and health insurance, retirement and pension plans, asset and wealth management through its John Hancock and Manulife brands. The company operates across North America and Asia, serving individual, group, and institutional clients. Manulife is listed on the Toronto, New York, and Philippine stock exchanges. It focuses on delivering investment, insurance, and advisory solutions to meet long-term financial security needs globally.

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