Director, Investment Consulting

Manulife•Quebec, QC

1d•CA$123,100 - CA$173,100•Remote

About The Position

Better portfolio decisions create better advisor outcomes. Manulife Investment Management is seeking a Director, Investment Consulting to join our Montreal-based Investment Consulting team. This is a senior, advisor-facing consulting role for an experienced investment professional who understands portfolio structure, advisor psychology, and the gap between portfolio management theory and advisor reality. Working one-on-one with Investment Advisors across Quebec and Atlantic Canada, you will help advisors strengthen portfolio discipline, improve risk management, and better communicate their investment approach with greater confidence. Internally, you will partner closely with Manulife Investments wholesalers, investment specialists, and distribution colleagues to uncover advisor opportunities, generate referrals into the program, and extend the reach of one of Manulife’s most differentiated support offerings. This is not a traditional product wholesaling role, and it is not a purely analytical desk role. It is a consultative mandate that sits at the intersection of portfolio analysis, behavioural coaching, and business development. The role has three pillars: generating referrals from wholesaler colleagues and building a healthy pipeline of consulting opportunities; facilitating one-on-one consulting engagements tailored to each advisor; and maintaining the administrative discipline that keeps every engagement running at a consistently high standard.

Requirements

CFA, CIM, or comparable advanced investment designation strongly preferred; CAIA, CIMA, or FRM considered strong assets
5+ years of experience in investment consulting, portfolio analytics, asset management, or a related investment-focused role
Deep understanding of modern portfolio theory, asset allocation, risk management, and fixed income across major asset classes
Strong working knowledge of mutual funds, ETFs, SMAs, model portfolios, and alternative investments
Proven ability to convert portfolio analytics into clear, actionable recommendations
Exceptional communication, facilitation, and relationship-building skills
High proficiency in Excel; experience with Morningstar, YCharts, Jacobi/Second Engine, or similar tools considered an asset
Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
University degree in Finance, Business, Economics, or a related field

Responsibilities

Lead one-on-one investment consulting engagements focused on portfolio construction, asset allocation, downside risk management, implementation efficiency, and advisor communication
Analyze advisor portfolios to identify structural weaknesses, including concentration risk, style drift, hidden overlap, recency bias, improper weightings, and insufficient downside protection
Translate portfolio findings into clear, practical recommendations tailored to each advisor’s platform, client base, philosophy, and business constraints
Equip advisors with portfolio narratives they can use directly with clients and prospects
Build and maintain referral relationships with wholesaler colleagues, qualify advisors for the program, and manage an active pipeline of consulting opportunities central to achieving business and activity targets
Support occasional branch visits, dealer events & conference, and internal presentations

Benefits

health
dental
mental health
vision
short- and long-term disability
life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
financial education and counseling resources
generous paid time off program in Canada includes holidays, vacation, personal, and sick days
full range of statutory leaves of absence