Investment Consultant Role at Manulife, Québec
Investment Consultant Role at Manulife, Québec
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Québec, Canada
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Publiée: il y a moins d’une semaine
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Description
Empower advisors with impactful portfolio strategies as a Senior Investment Consultant at Manulife Investment Management in Montreal. This consultative role emphasizes portfolio analysis and behavioral coaching.
Manulife Investment Management seeks a Senior Investment Consultant to drive portfolio improvement across Atlantic Canada. Ideal for experienced investment professionals, you'll conduct high-level consulting and provide actionable investment recommendations while tailoring portfolio communications. This role is perfect for those who excel in a consultative capacity and possess strong analytics skills.
Key Responsibilities:• Conduct high-level portfolio construction consulting engagements • Identify weaknesses and recommend portfolio improvements • Provide clear, actionable investment strategies • Support advisors through tailored portfolio communications • Manage a proactive pipeline of consulting opportunities
Requirements:• Preferred CFA, CIM, or equivalent advanced designation • Minimum 5 years in investment consulting or a related role • Strong understanding of risk management and asset allocation • Proven track record in actionable analytics • Mandatory bilingual in French and English
Utilize your advisory expertise to enhance advisor success at Manulife Investment Management. #J-18808-Ljbffr
Manulife Investment Management seeks a Senior Investment Consultant to drive portfolio improvement across Atlantic Canada. Ideal for experienced investment professionals, you'll conduct high-level consulting and provide actionable investment recommendations while tailoring portfolio communications. This role is perfect for those who excel in a consultative capacity and possess strong analytics skills.
Key Responsibilities:• Conduct high-level portfolio construction consulting engagements • Identify weaknesses and recommend portfolio improvements • Provide clear, actionable investment strategies • Support advisors through tailored portfolio communications • Manage a proactive pipeline of consulting opportunities
Requirements:• Preferred CFA, CIM, or equivalent advanced designation • Minimum 5 years in investment consulting or a related role • Strong understanding of risk management and asset allocation • Proven track record in actionable analytics • Mandatory bilingual in French and English
Utilize your advisory expertise to enhance advisor success at Manulife Investment Management. #J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseManulife Financial
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Titre de posteInvestment Consultant Role at Manulife
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