Better portfolio decisions create better advisor outcomes.
Manulife Investment Management is seeking a Director, Investment Consulting to join our Montreal-based Investment Consulting team.
This is a senior, advisor-facing consulting role for an experienced investment professional who understands portfolio structure, advisor psychology, and the gap between portfolio management theory and advisor reality.
Working one-on-one with Investment Advisors across Quebec and Atlantic Canada, you will help advisors strengthen portfolio discipline, improve risk management, and better communicate their investment approach with greater confidence.
Internally, you will partner closely with Manulife Investments wholesalers, investment specialists, and distribution colleagues to uncover advisor opportunities, generate referrals into the program, and extend the reach of one of Manulife’s most differentiated support offerings.
This is not a traditional product wholesaling role, and it is not a purely analytical desk role. It is a consultative mandate that sits at the intersection of portfolio analysis, behavioural coaching, and business development
The Role
Most portfolio review programs hand advisors a finished report. This one builds the analysis with them and that distinction is the whole point.
You will act as a senior consulting resource to advisors who want to better understand how their portfolios are built, where the structural weaknesses are, and what practical improvements can be made without sacrificing implementation reality.
The role has three pillars: generating referrals from wholesaler colleagues and building a healthy pipeline of consulting opportunities; facilitating one-on-one consulting engagements tailored to each advisor; and maintaining the administrative discipline that keeps every engagement running at a consistently high standard.
Position Responsibilities:
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 central to achieving business and activity targets
Support occasional branch visits, dealer events & conference, and internal presentations
Required Qualifications:
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): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
University degree in Finance, Business, Economics, or a related field
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] .
Referenced Salary Location
CAN, Quebec - Full Time Remote
Remote
Salary range is expected to be between
$123,100.00 CAD - $173,100.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
