Investment counsellor

4 days ago

Vancouver, British Columbia, Canada Société Financière Manuvie Full time

Investment Counsellor - Manulife Private Wealth (Calgary, Vancouver, Toronto)

Manulife Private Wealth (MPW) provides discretionary investment management services to high-net-worth clients across Canada. At MPW, we believe in innovation, open-architecture solutions, and a global perspective as essential components of every Canadian's financial future.

As part of a leading global financial institution, MPW offers clients access to both public and private markets, backed by an investment presence in 19 geographies and a team of over 650 investment professionals worldwide. We are seeking driven, high-performing professionals to help us expand and enhance our client service capabilities.

The Investment Counsellor plays a critical role in delivering institutional-quality investment management and wealth planning solutions to high-net-worth individuals and their families.

This role requires the ability to cultivate and manage long-term client relationships, tailor investment strategies to unique needs, and collaborate with internal and external partners to drive business growth.

If you are a strategic thinker, self-starter, and relationship-builder with a passion for providing personalized investment solutions, we invite you to explore this opportunity with us.

We are currently hiring for the following markets: Calgary, Vancouver, and Toronto.

Main Responsibilities
  • Develop and implement tailored investment strategies using MPW's open-architecture, multi-asset platform.
  • Proactively monitor and manage client portfolios in alignment with investment policy statements and industry best practices.
  • Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients.
  • Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM).
  • Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans.
  • Maintain a disciplined approach to portfolio rebalancing, risk assessment, and performance monitoring.
  • Communicate MPW's investment philosophy and risk management approach effectively to both existing and prospective clients.
  • Ensure full compliance with all regulatory and internal policies, mitigating risk for clients and the firm.
  • Collaborate with cross-functional teams to enhance service delivery, improve investment solutions, and optimize the client experience.
Experience & Qualifications
  • Minimum of 5 years of experience providing discretionary investment management services to high-net-worth clients.
  • Undergraduate degree in Commerce, Finance, or a related field (MBA or equivalent considered an asset).
  • CFA designation or CFA Level 3 Candidate (TEP or CFP designations are considered an asset).
  • Registered (or eligible for registration) as an Advising Representative with the Ontario Securities Commission (OSC).
  • Deep expertise in global markets and investment strategies, with a strong understanding of portfolio construction, asset allocation, and risk management.
  • Strong knowledge of regulatory frameworks, compliance best practices, and the operational infrastructure of private wealth management.
  • Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools.
Ideal Candidate Qualifications
  • Proven ability to develop and execute strategic wealth planning solutions, ensuring alignment with client goals.
  • Exceptional communication and relationship management skills, with a demonstrated ability to engage and influence high-net-worth clients.
  • Highly adaptable, solutions-oriented, and able to work both independently and collaboratively.
  • Strong ethical judgment, professional integrity, and commitment to excellence.
  • Active participant in community and professional networking initiatives.
  • Multilingual capabilities are an asset.

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.

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 here.

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 recruitment@manulife.com.

Working Arrangement

Hybrid

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

#J-18808-Ljbffr

  • Community Living Counsellor

    2 weeks ago

    Vancouver, British Columbia, Canada Communitylivingsociety Full time

    Community Living Counsellor - Independent LivingJob Category: CounsellorRequisition Number: COMMU001289Apply now- Posted: February 28, 2025- Part-Time- Rate: $24.90 CAD per hourLocationsShowing 1 location- Travel Required: YesDescriptionAbout UsThe Community Living Society (CLS) is an innovative non-profit organization which since 1978 has been dedicated to...

  • Senior Software Support Associate

    6 days ago

    Vancouver, British Columbia, Canada RBC Full time

    Salary and BenefitsThe expected salary range for this position is competitive and dependent on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.This position may be eligible to receive a discretionary/variable incentive payment.RBC's compensation philosophy and principles...

  • Individualized Supports Counsellor

    4 days ago

    Vancouver, British Columbia, Canada Community Living Society Full time

    About Us The Community Living Society (CLS) is an innovative, non-profit organization who since 1978 has been dedicated to supporting adults with intellectual and developmental disabilities live full, productive and meaningful lives. We are leaders in providing quality Person Centred support through our residential, individualized and community based...

  • Director of Preschool

    4 days ago

    Vancouver, British Columbia, Canada York Region District School Board Full time

    Director of Preschool for September 2024 Are you interested in joining a great school community and working with a team of awesome people who are passionate about the exciting world of early childhood education? Who are we?Over the past 19 years, Aberdeen Hall has become a top-level independent school that provides excellent academics and a strong character...

  • Business Application Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Wealth Management Canada is looking for a Business Application Specialist (BAS) to join the Training & Development department. The ideal candidate will play a key role in providing one-on-one and team training to RBC Dominion Securities and RBC Phillips, Hager and North branch teams. In helping them...

  • Business Application Specialist

    6 days ago

    Vancouver, British Columbia, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Wealth Management Canada is looking for a Business Application Specialist (BAS) to join the Training & Development department. The ideal candidate will play a key role in providing one-on-one and team training to RBC Dominion Securities and RBC Phillips, Hager and North branch teams. In helping them...

  • Associate, Investment Counsel Support

    2 weeks ago

    Vancouver, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

  • Community Living Counsellor

    2 weeks ago

    North Vancouver, Canada Community Living Society Full time

    **About the Opportunity**: Reporting to the Manager of Staffed Homes, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. You will act as a day to day contact, problem solver and coach for a team of Community Living Counsellors. You will work closely with the team to provide...

  • Clinical Counsellor

    7 days ago

    North Vancouver, Canada Urban Balance Wellness Full time

    Are you looking for flexible hours and a collaborative, positive team environment that supports you to do what you do best? The team at Urban Balance Wellness is looking for caring, passionate, and dedicated professionals to join our growing team on Vancouver's Northshore. We are currently seeking registered counsellors and social workers interested in...

  • Contact Centre Representative

    1 week ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Team Lead

    1 week ago

    Vancouver, Canada Community Living Society Full time

    **Community Living Counsellor, Team Lead** **Community Living Society - Surrey, Burnaby and North Vancouver**: **About the Opportunity** Reporting to a Day Supports Manager, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. You will act as a day to day contact, problem solver...

  • Team Lead

    2 weeks ago

    North Vancouver, Canada Community Living Society Full time

    **Community Living Counsellor, Team Lead** **Community Living Society - North Vancouver** **About the Opportunity** Reporting to a Day Supports Manager, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. You will act as a day to day contact, problem solver and coach for a team...

  • Private Wealth Consultant

    1 week ago

    Vancouver, Canada Manulife Full time

    **_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...

  • Small Business Counsellor

    1 week ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Work Term: Permanent - Work Language: English - Hours: 35 to 40 hours per week - Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Develop policies - Supervise professional and support staff and students - Administer programs to promote industrial and commercial business investment in rural and urban areas - Perform...

  • Small Business Counsellor

    2 weeks ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Work Term: Permanent - Work Language: English - Hours: 35 to 40 hours per week - Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Develop policies - Supervise professional and support staff and students - Administer programs to promote industrial and commercial business investment in rural and urban areas - Perform...

  • General Operators

    3 weeks ago

    Vancouver, Canada True Mechanical Full time

    **We have an immediate need for skilled General Operators in North Vancouver! - APPLY TODAY!** **Why True Mechanical?** True Mechanical is the largest and most-rapidly growing plumbing and mechanical contractor in Western Canada. We specialize in designing and installing commercial, institutional, and residential plumbing and mechanical systems for new...

  • Individualized Supports Counsellor

    2 weeks ago

    Vancouver, Canada Community Living Society Full time

    **About Us**: The Community Living Society (CLS) is an innovative, non-profit organization who since 1978 has been dedicated to supporting adults with intellectual and developmental disabilities live full, productive and meaningful lives. We are leaders in providing quality Person Centred support through our residential, individualized and community based...

  • 3rd & 4th Year Plumbing Apprentice

    4 weeks ago

    Vancouver, Canada True Mechanical Full time

    **We have an immediate need for skilled 3rd & 4th Year Plumbing Apprentices in Vancouver/UBC ! - APPLY TODAY!** **Why True Mechanical?** True Mechanical is the largest and most-rapidly growing plumbing and mechanical contractor in Western Canada. We specialize in designing and installing commercial, institutional, and residential plumbing and mechanical...

  • Portfolio Manager

    1 week ago

    Vancouver, Canada Purpose Unlimited Full time

    Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses...

  • Private Client Associate

    4 weeks ago

    Vancouver, Canada RBC Full time

    Job SummaryJob Description What is the opportunity? RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the...

  • 3rd & 4th Year Plumbing Apprentice

    4 weeks ago

    North Vancouver, Canada True Mechanical Full time

    **We have an immediate need for skilled 3rd & 4th Year Plumbing Apprentices in North Vancouver ! - APPLY TODAY!** **Why True Mechanical?** True Mechanical is the largest and most-rapidly growing plumbing and mechanical contractor in Western Canada. We specialize in designing and installing commercial, institutional, and residential plumbing and mechanical...

  • Talent Acquisition Coordinator

    3 weeks ago

    Vancouver, Canada Canfor Full time

    **Posting ID**: - 27904 **Position Type**: - Temporary **City**: - Vancouver, BC, Canada **Location**: - CAC - Canfor You’re a **very organized,**master multi-tasker and don’t relent until the **job is complete.** Along with your agility and **ability to deal with daily ambiguity,** you understand that success in Talent Acquisition is a result of...

  • Winter 2025 Wealth Management, Administrative

    2 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Winter 2024 Wealth Management - Administrative Assistant (Co-op) will report to the Senior Manager, Trusts, at the BC’s Regional Trust & POA team at RBC Wealth Management - Royal Trust. You will provide timely and accurate support to the entire BC’s regional team - consisting of both Trust & POA and Estate...

  • Business Application Specialist

    1 week ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** Alongside a diverse, nation-wide team, you will have the opportunity to build trust and rapport with branch teams across all of RBC Wealth Management Canada via training sessions, to help position Training & Development as a reliable partner to the field. **What will you do?** - Provide one-on-one and team...

  • Plumbing Apprentice Level 1-4

    2 weeks ago

    Vancouver, Canada True Mechanical Full time

    We have an immediate need for 1st year, 2nd year, 3rd year and 4th year Plumbing Apprentices in Metro Vancouver! - APPLY TODAY! **Why True Mechanical?** True Mechanical is the largest and most-rapidly growing mechanical contractor in Western Canada. We specialize in designing and installing commercial, institutional and residential mechanical systems in...

  • Plumbing Apprentice Levels 1-4

    5 days ago

    Vancouver, Canada True Mechanical Full time

    We have an immediate need for 1st year, 2nd year, 3rd year and 4th year Plumbing Apprentices in Vancouver, BC - APPLY TODAY! **Why True Mechanical?** True Mechanical is the largest and most-rapidly growing mechanical contractor in Western Canada. We specialize in designing and installing commercial, institutional and residential mechanical systems in new...