Portfolio Manager – Investment Dealer- National Branch
Manulife•Burlington, ON
•CA$125,100 - CA$175,100•Hybrid
About The Position
Manulife Wealth is seeking an experienced Portfolio Manager (PM) to join our National Branch as a registered Investment Dealer Portfolio Manager. This role is responsible for discretionary portfolio management for high-net-worth and institutional clients, delivered through Manulife Wealth’s national advisory platform. The successful candidate will demonstrate strong investment acumen, disciplined risk management, and a client-centric approach aligned with Manulife’s values and regulatory commitments.
Requirements
- Registered or eligible for registration with CIRO as a Portfolio Manager (Investment Dealer category).
- 7–10 years of investment management experience, including discretionary portfolio management.
- Strong knowledge of capital markets and portfolio construction.
- Undergraduate degree in Finance, Economics, Business, or a related field.
Nice To Haves
- CFA designation strongly preferred.
- Experience within a national or multi-advisor investment dealer environment.
- Familiarity with managed accounts and model portfolio solutions.
Responsibilities
- Manage discretionary investment portfolios in accordance with approved Investment Policy Statements (IPS) and client objectives.
- Construct, implement, and rebalance portfolios across asset classes using proprietary and third-party solutions.
- Monitor portfolio performance, risk metrics, and suitability on an ongoing basis.
- Participate in client meetings and provide investment commentary and education.
- Ensure all activities comply with CIRO rules, Manulife Wealth policies, and fiduciary obligations.
- Maintain appropriate documentation including IPS records and portfolio rationales.
- Collaborate with Compliance and Supervision teams to support audits and reviews.
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
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- paid holidays
- vacation
- 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
