Investment Counsellor, Manulife Private Wealth

Manulife - Toronto, ON (30+ days ago)

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Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Manulife Private Wealth (“MPW”) delivers private investment counselling, the way it should be delivered. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of every Canadian's financial plan and future. As one of Canada's newest wealth management firms, our platform and philosophy is resonating with our target market and we are growing rapidly. We need people with the skills, energy and drive to help us continue to service our growing client base.

The Investment Counsellor is part of a team of professionals providing an integrated solution of institutional quality investment management, banking, and wealth and estate services to High Net Worth (“HNW”) individuals and their families.

The Investment Counsellor is responsible for developing and nurturing strong relationships directly with end clients who don’t have an advisor as well as with advisors within Manulife’s existing distribution channels and, ultimately the advisor’s clients, with a focus on providing personalized investment counselling solutions and services.

If you have a strong track record of successfully providing discretionary investment solutions to HNW individuals and you are a self-starter who would like to help build a successful national business, we would like to discuss with you our approach to developing and growing our private wealth business.

You or your team can become part of a growing franchise backed by the global strength of Manulife.

We are presently looking for Investment Counsellors across Canada!

Key Accountabilities:
Develop comprehensive and customized investment portfolios using Manulife Private Wealth’s open architecture, multi-asset strategy platform.
Monitor and manage portfolios in compliance with an Investment Policy Statement prepared for each client in accordance with firm practice.
Responsible for helping acquire new clients, together with MPW sales directors and independent advisors, and taking ownership of the investor compliance component of the client on-boarding process.
Manage client portfolios and service existing clients so as to grow Assets under Management.
Take a proactive, disciplined approach to rebalancing client portfolios
Be familiar and comfortable with an investment consulting approach to private client wealth management
Monitor and report on client performance.
Meet with clients, together with the team, on a regular basis to discuss/update on the progress of their plan and amend as necessary
Work collaboratively with the MPW team in client acquisition activities.
Effectively communicate MPW’s investment philosophy and our risk management approach to current and prospective clients
Ensure the investment management process adheres to all internal and external compliance policies and procedures
Ensure client portfolios comply with all appropriate compliance policies and procedures.

Qualifications:
The ideal candidate must possess excellent verbal and written communication skills. He/she is professional, calm under pressure, honest and reliable. It is critical that they are able to think on their feet and use common sense as an underlying guide when working through problems.

A minimum of 5 years of experience specifically delivering discretionary investment management services to high-net worth Clients
Undergraduate degree in commerce, finance or equivalent (MBA or related degree considered an asset)
CFA or Chartered Investment Manager (CIM) designation
Licensable as Advising Representative with Ontario Securities Commission (OSC)
Currently registered at a minimum as an Associate Advising Representative
Keen student of the market with an excellent understanding of the securities markets
Firm grasp of operational framework and regulatory environment that MPW operates in
Well organized, goal driven and action-oriented.
Highly capable of adapting approach to what is best for each particular situation. Able to decide quickly when needed, and skillful in identifying situations in which additional analysis or input is needed.
Highly professional reputation / judgment with strong ethics and values.
Fully bilingual: English / Mandarin
Must be computer literate with an above average understanding of Microsoft Office and portfolio management software and tools.
Demonstrable track record of community involvement and active networking
Natural propensity towards team-work and collaboration and proven coachability

If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.

About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers. As of December 31, 2018, we had over $1.1 trillion (US$794 billion) in assets under management and administration, and in the previous 12 months we made $29.0 billion in payments to our customers.

Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.