Investment Specialist, Canada Retirement
About The Position
The Investment Specialist is a hybrid senior, market-facing commercial role accountable for accelerating investment product revenue growth on Manulife’s Group Retirement Services platform in Canada. The core mandate of the role is to influence asset allocation decisions and investment solution selection by advisors, consultants, and plan sponsors to improve overall platform economics and increase Manulife Investment Management’s share of net flows. This role operates at the intersection of investment expertise, commercial execution, and distribution enablement, with explicit accountability for driving proprietary product adoption while maintaining a balanced, credible open-architecture platform with third-party managers.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related discipline
- CFA designation strongly preferred
- Bilingual in English and French required
- 10+ years of experience in investment solutions, institutional sales, or retirement distribution
- Strong understanding of DC retirement plans and investment governance
- Strong relationships within the group retirement Consultant and Advisor market
- Proven ability to influence senior stakeholders
Nice To Haves
- CFA designation
Responsibilities
- Own and execute an annual investment product revenue growth plan aligned with Canada Retirement targets
- Lead high-impact investment discussions with advisors, consultants, and plan sponsors with a focus on influencing asset allocation outcomes
- Drive inter-fund transfers and in-force asset repositioning where appropriate
- Partner with Account Executives and Client Relationship Managers to uncover and prioritize high-impact opportunities
- Convert investment discussions into asset capture and flows
- Conduct and facilitate internal training on priority investment solutions to ensure engagement, alignment and enhance product knowledge
- Provide field feedback to product and distribution teams
- Support fund rationalization, mergers and replacement initiatives
- Balance open-architecture credibility with platform economics
- Position Manulife as a solutions-oriented investment partner
- Deliver consistent and high-impact investment narratives tied to performance, fees, and governance
Benefits
- health insurance
- dental insurance
- mental health insurance
- vision insurance
- short-term disability insurance
- long-term disability insurance
- life insurance
- AD&D insurance coverage
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans
- global share ownership plan with employer matching contributions
- financial education and counseling resources
- paid holidays
- vacation days
- personal days
- sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Senior
