Montreal Director of Investment Consulting
Manulife Financial • quebec, Canada
Role Description
Transform advisor strategies as a Director, Investment Consulting at Manulife Investment Management in Montreal. Leverage your investment expertise to build strong advisor relationships across Quebec.
This senior role targets experienced investment professionals skilled in analyzing portfolios and understanding advisor needs. As a Director, you will guide advisors through portfolio management complexities and enhance their decision-making processes. Your contribution will ensure effective communication in investment practices.
Key Responsibilities:
• Facilitate one-on-one investment consulting sessions with advisors
• Diagnose portfolio challenges and offer practical solutions
• Develop communication tools for engaging clients
• Build referral relationships to enhance consulting pipelines
• Support presentations and events for advisors and stakeholders
Requirements:
• Advanced investment designation like CFA or CIM preferred
• 5+ years in investment consul...
This senior role targets experienced investment professionals skilled in analyzing portfolios and understanding advisor needs. As a Director, you will guide advisors through portfolio management complexities and enhance their decision-making processes. Your contribution will ensure effective communication in investment practices.
Key Responsibilities:
• Facilitate one-on-one investment consulting sessions with advisors
• Diagnose portfolio challenges and offer practical solutions
• Develop communication tools for engaging clients
• Build referral relationships to enhance consulting pipelines
• Support presentations and events for advisors and stakeholders
Requirements:
• Advanced investment designation like CFA or CIM preferred
• 5+ years in investment consul...