Join Manulife Investment Management as a Senior Investment Consultant in Montreal. Support advisors in enhancing portfolio strategies, implementing risk management, and effective client communication.

This role emphasizes consultative engagement rather than traditional wholesaling, making it ideal for experienced professionals skilled in portfolio structure and behavioral coaching. Work directly with Investment Advisors throughout Quebec and Atlantic Canada, providing insights that drive better investment decisions. You will collaborate with a range of internal stakeholders to foster referrals for your consulting services and maintain a high level of engagement.

Key Responsibilities:
• Provide tailored consulting on investment strategies
• Identify risks within advisor portfolios and recommend improvements




• Convert portfolio analytics into actionable insights
• Build relationships with wholesalers to source current consulting referrals
• Participate in branch visits and internal presentations

Requirements:
• 5+ years in investment consulting or asset management
• Advanced investment designation like CFA or CIM recommended
• In-depth knowledge of investment products including ETFs and mutual funds
• Strong analytical and communication abilities
• Bilingual in French and English, essential for candidate success

Grow your investment consulting career with Manulife, influencing advisor effectiveness.
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📌 Senior Investment Consultant for Advisors (Quebec City)
🏢 Manulife Insurance Malaysia
📍 Quebec City