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 specialists 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 pipelineRequirements:
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 EnglishLeverage your investment expertise to transform advisor practices at Manulife.#J-18808-Ljbffr

📌 Director Of Investment Consulting Montreal Quebec City (Canada)
🏢 Manulife Insurance Malaysia
📍 Canada