Wealth Strategist

5 days ago

Vancouver, British Columbia, Canada Société Financière Manuvie Full time

Wealth Strategist - Investment Solutions

Société Financière Manuvie 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 Wealth Strategist 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.

About Société Financière Manuvie

Société Financière Manuvie is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our website.

Société Financière Manuvie is an Equal Opportunity Employer.

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.

We are committed to removing barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.

Working Arrangement

Hybrid

Benefits

Employees have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact us for additional information.

Société Financière Manuvie 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 includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.

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