Portfolio Manager – Investment Dealer- National Branch

Job Description

Manulife Wealth is seeking an experienced Portfolio Manager (PM) to join our National Branch as a registered Investment Dealer Portfolio Manager. This role is responsible for discretionary portfolio management for high-net-worth and institutional clients, delivered through Manulife Wealth’s national advisory platform. The successful candidate will demonstrate strong investment acumen, disciplined risk management, and a client-centric approach aligned with Manulife’s values and regulatory commitments.

Key Responsibilities

• Manage discretionary investment portfolios in accordance with approved Investment Policy Statements (IPS) and client objectives.
• Construct, implement, and rebalance portfolios across asset classes using proprietary and third-party solutions.
• Monitor portfolio performance, risk metrics, and suitability on an ongoing basis.
• Participate in client meetings and provide investment commentary and education.
• Ensure all activities comply with CIRO rules, Manulife Wealth policies, and fiduciary obligations.
• Maintain appropriate documentation including IPS records and portfolio rationales.
• Collaborate with Compliance and Supervision teams to support audits and reviews.

Required Qualifications

• Registered or eligible for registration with CIRO as a Portfolio Manager (Investment Dealer category).
• 7–10 years of investment management experience, including discretionary portfolio management.
• Strong knowledge of capital markets and portfolio construction.
• Undergraduate degree in Finance, Economics, Business, or a related field.

Preferred Qualifications

• CFA designation strongly preferred.
• Experience within a national or multi-advisor investment dealer environment.
• Familiarity with managed accounts and model portfolio solutions.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

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 [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.