Head of Investment Counselling Services
HybridToronto, Ontario, Canada or Montréal, Quebec, Canada
Job Summary
Lead the development and execution of strategic and annual business plans to drive asset growth and client acquisition for Manulife Private Wealth's national team of Investment Counsellors and Private Wealth Consultants. Coach and develop this high-performing group while overseeing talent management, including recruitment, performance management, and succession planning. Provide oversight of discretionary portfolio management to ensure alignment with client objectives and MPW's investment philosophy, acting as a senior representative in key client and advisor interactions. Maintain strong supervisory practices across the team to ensure compliance with regulatory and internal requirements while partnering with Compliance and Operations to enhance policies and controls. Contribute as an active member of the MPW leadership team, collaborating across functions to deliver integrated client solutions and strengthen the brand's presence in the high-net-worth segment.
Required Qualifications
- 15+ years of progressive experience in the investment or wealth management industry
- Demonstrated leadership experience managing investment professionals and business development teams
- Deep knowledge of discretionary portfolio management and high-net-worth client needs
- CFA designation (or equivalent)
- ability to obtain required regulatory registrations
- Bilingualism (English and French)
- proficiency in both languages (if the successful candidate is in Québec)
Desired Qualifications
- MBA or related business degree is an asset
- CFA designation (or equivalent) preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.