Elevate advisor outcomes with Manulife Investment Management as a Director, Investment Consulting in Montreal. Drive portfolio discipline, enhance risk management, and bolster advisor communication across Quebec and Atlantic Canada.

This senior consulting position is designed for skilled investment professionals with a deep understanding of portfolio structure and advisor psychology. You'll work closely with Investment Advisors to deliver tailored consulting engagements and actionable portfolio insights. Collaborate with Manulife Investments wholesalers to generate referrals and expand the consulting pipeline, ensuring the highest standard of service delivery.

Key Responsibilities:
• Lead one-on-one consulting sessions focused on portfolio analysis
• Analyze portfolios for structural weaknesses and risks




• Translate findings into actionable recommendations
• Equip advisors with effective communication strategies
• Maintain referral relationships with wholesalers and manage consulting pipeline

Requirements:
• 5+ years in investment consulting or related roles
• CFA, CIM, or comparable advanced designation preferred
• Solid knowledge of portfolio theory and asset allocation
• Exceptional communication and relationship-building skills
• Fully bilingual in French and English

Leverage your investment expertise to transform advisor practices at Manulife.
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📌 Director of Investment Consulting Montreal (Quebec City)
🏢 Manulife Insurance Malaysia
📍 Quebec City