Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Director guiding Quebec and Atlantic Canada advisors on portfolio construction, risk, and communication. Supporting Manulife’s investment consulting program through referrals and advisor engagements.
Responsibilities
- Lead one-on-one investment consulting engagements focused on portfolio construction, asset allocation, downside risk management, implementation efficiency, and advisor communication
- Analyze advisor portfolios to identify concentration risk, style drift, hidden overlap, recency bias, improper weightings, and insufficient downside protection
- Translate portfolio findings into practical recommendations tailored to each advisor’s platform, client base, philosophy, and business constraints
- Equip advisors with portfolio narratives for use with clients and prospects
- Build and maintain referral relationships with wholesaler colleagues
- Qualify advisors for the program and manage an active pipeline of consulting opportunities
- Support occasional branch visits, dealer events and conferences, and internal presentations
- Partner with Manulife Investments wholesalers, investment specialists, and distribution colleagues to uncover advisor opportunities, generate referrals, and extend the consulting program’s reach
- Maintain administrative discipline to keep engagements running at a consistently high standard
Requirements
- CFA, CIM, or comparable advanced investment designation strongly preferred; CAIA, CIMA, or FRM considered strong assets
- 5+ years of experience in investment consulting, portfolio analytics, asset management, or a related investment-focused role
- Deep understanding of modern portfolio theory, asset allocation, risk management, and fixed income across major asset classes
- Strong working knowledge of mutual funds, ETFs, SMAs, model portfolios, and alternative investments
- Proven ability to convert portfolio analytics into clear, actionable recommendations
- Exceptional communication, facilitation, and relationship-building skills
- High proficiency in Excel
- Experience with Morningstar, YCharts, Jacobi/Second Engine, or similar tools considered an asset
- Fully bilingual in French and English
- University degree in Finance, Business, Economics, or a related field
Benefits
- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays
- Vacation days
- Personal days
- Sick days
- Statutory leaves of absence
- Incentive compensation tied to business and individual performance
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