Investment Counsellor, Manulife Private Wealth
Montréal, QCCompany 1 - The Manufacturers Life Insurance Company
5+ YOECandidates need at least 5 years of experience delivering discretionary investment management to high-net-worth clients, French and English bilingualism, and a CFA or CIM designation. A commerce or finance degree and registration as an Associate Advising Representative are also required.
Portfolio management software, Microsoft Office
Director, Inside Sales
Vancouver, BCCompany 1 - The Manufacturers Life Insurance Company
Manulife needs a candidate with significant sales and people-leadership experience in Canadian financial services, wealth management or insurance, and a strong grasp of advisor distribution. Strong coaching, commercial judgment, CRM and analytics comfort, and a post-secondary education or equivalent experience are required.
Salesforce, Power BI, CRM, SmartList, dashboards