Head of Investment Counselling Services

Manulife • Montreal, QC

8d • Hybrid

About The Position

Manulife Private Wealth (MPW) provides discretionary investment management to high-net-worth clients across Canada, leveraging a global investment perspective and extensive capabilities across public and private markets. As part of Manulife, MPW delivers integrated solutions including investment management, banking, and tax planning. This role is for a Head of Investment Counselling, responsible for leading the national team of Investment Counsellors and Private Wealth Consultants to drive client outcomes, business growth, and a high-performance culture. The position is part of the MPW leadership team, contributing to strategy, strengthening capabilities, and ensuring a high-quality client experience. The role involves building brand, deepening relationships, and expanding presence in the high-net-worth segment.

Requirements

• 15+ years of progressive experience in the investment or wealth management industry.
• Demonstrated leadership experience managing investment professionals and business development teams.
• Deep knowledge of discretionary portfolio management and high-net-worth client needs.
• Ability to obtain required regulatory registrations.

Nice To Haves

• CFA designation (or equivalent)
• MBA or related business degree is an asset.
• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Responsibilities

• Lead the development and execution of strategic and annual business plans to support MPW growth objectives.
• Partner with distribution, regional leaders, and internal stakeholders to drive asset growth and client acquisition.
• Establish clear performance objectives and sales targets aligned with business priorities.
• Expand referral networks by building relationships with advisors, MGAs, investment dealers, and professional partners.
• Oversee the development and execution of marketing and client engagement strategies, including direct-to-client initiatives.
• Lead, coach, and develop a national team of Investment Counsellors and Private Wealth Consultants.
• Create an inclusive, high-performing environment that supports engagement, collaboration, and accountability.
• Oversee talent management practices, including recruitment, onboarding, performance management, and succession planning.
• Implement structured coaching and development programs to enhance individual and team effectiveness.
• Provide oversight of discretionary portfolio management to ensure alignment with client objectives, risk tolerance, and MPW’s investment philosophy.
• Ensure all investment proposals and Investment Policy Statements meet internal standards and regulatory requirements.
• Partner with investment teams on platform development and ongoing evolution of investment offerings.
• Act as a senior representative in key client and advisor interactions, supporting complex and strategic relationships.
• Maintain strong supervisory practices across the team to ensure compliance with regulatory and internal requirements.
• Partner with Compliance and Operations to continuously enhance policies, processes, and controls.
• Promote a culture of risk awareness and operational excellence, balancing client outcomes with regulatory expectations.
• Drive efficiency and consistency through the Investment Counsel Support team.
• Contribute as an active member of the MPW leadership team, supporting the overall direction and success of the business.
• Collaborate across functions, including Wealth Planning, Product, Marketing, and Operations, to deliver integrated client solutions.
• Serve as a visible ambassador for MPW, strengthening internal and external relationships and enhancing market presence.

Benefits

• Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior