**Investment Counsellor – Manulife Private Wealth (Calgary, Vancouver, Toronto)** Manulife Private Wealth (MPW) provides discretionary investment management services to high-net-worth clients across Canada. At MPW, we believe in innovation, open-architecture solutions, and a global perspective as essential components of every Canadian’s financial future. As part of a leading global financial institution, MPW offers clients access to both public and private markets, backed by an investment presence in 19 geographies and a team of over 650 investment professionals worldwide. We are seeking driven, high-performing professionals to help us expand and enhance our client service capabilities. The Investment Counsellor plays a critical role in delivering institutional-quality investment management, and wealth planning solutions to high-net-worth individuals and their families. This role requires the ability to cultivate and manage long-term client relationships, tailor investment strategies to unique needs, and collaborate with internal and external partners to drive business growth. If you are a strategic thinker, self-starter, and relationship-builder with a passion for providing personalized investment solutions, we invite you to explore this opportunity with us. We are currently hiring for the following markets: Calgary, Vancouver, and Toronto. **Main Responsibilities** + Develop and implement tailored investment strategies using MPW’s open-architecture, multi-asset platform. + Proactively monitor and manage client portfolios in alignment with investment policy statements and industry best practices. + Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients. + Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM). + Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans. + Maintain a disciplined approach to portfolio rebalancing, risk assessment, and performance monitoring. + Communicate MPW’s investment philosophy and risk management approach effectively to both existing and prospective clients. + Ensure full compliance with all regulatory and internal policies, mitigating risk for clients and the firm. + Collaborate with cross-functional teams to enhance service delivery, improve investment solutions, and optimize the client experience. **Experience & Qualifications** + Minimum of 5 years of experience providing discretionary investment management services to high-net-worth clients. + Undergraduate degree in Commerce, Finance, or a related field (MBA or equivalent considered an asset). + CFA designation or CFA Level 3 Candidate (TEP or CFP designations are considered an asset). + Registered (or eligible for registration) as an Advising Representative with the Ontario Securities Commission (OSC). + Deep expertise in global markets and investment strategies, with a strong understanding of portfolio construction, asset allocation, and risk management. + Strong knowledge of regulatory frameworks, compliance best practices, and the operational infrastructure of private wealth management. + Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools. **Ideal Candidate Qualifications** + Proven ability to develop and execute strategic wealth planning solutions, ensuring alignment with client goals. + Exceptional communication and relationship management skills, with a demonstrated ability to engage and influence high-net-worth clients. + Highly adaptable, solutions-oriented, and able to work both independently and collaboratively. + Strong ethical judgment, professional integrity, and commitment to excellence. + Active participant in community and professional networking initiatives. + Multilingual capabilities are an asset **When you join our team:** + We’ll empower you to learn and grow the career you want. + We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, we’ll support you in shaping the future you want to see **Giới thiệu về Manulife và John Hancock** Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập https://www.manulife.com.vn/ . **Manulife là Nhà sử dụng lao động không phân biệt đối xử** Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ. Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với recruitment@manulife.com . **Working Arrangement** Kết hợp **Salary & Benefits** Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.