Investment specialist Jobs in Montreal, QC

The Investment Specialist is a hybrid senior, market-facing commercial role accountable for accelerating investment product revenue growth on Manulife’s Group Retirement Services platform in Canada.

The core mandate of the role is to influence asset allocation decisions and investment solution selection by advisors, consultants, and plan sponsors to improve overall platform economics and increase Manulife Investment Management’s share of net flows.

This role operates at the intersection of investment expertise, commercial execution, and distribution enablement, with explicit accountability for driving proprietary product adoption while maintaining a balanced, credible open-architecture platform with third-party managers.

Primary Objectives:

• Accelerate investment product net revenue growth through increased proprietary and strategic partner fund adoption

• Influence investment menu design, defaults, and reallocations to improve customer outcomes and platform economics

• Support platform simplification, fund rationalization, and pricing discipline efforts across Canada Retirement

Position Responsibilities:

Investment Product Revenue Growth & Asset Allocation Influence

• Own and execute an annual investment product revenue growth plan aligned with Canada Retirement targets

• Lead high-impact investment discussions with advisors, consultants, and plan sponsors with a focus on influencing asset allocation outcomes

• Drive inter-fund transfers and in-force asset repositioning where appropriate

Commercial Partnership with Distribution

• Partner with Account Executives and Client Relationship Managers to uncover and prioritize high-impact opportunities

• Convert investment discussions into asset capture and flows

Internal Enablement & Execution Support

• Conduct and facilitate internal training on priority investment solutions to ensure engagement, alignment and enhance product knowledge

• Provide field feedback to product and distribution teams

Platform Economics & Third-Party Manager Engagement

• Support fund rationalization, mergers and replacement initiatives

• Balance open-architecture credibility with platform economics

Investment Narrative & Market Influence

• Position Manulife as a solutions-oriented investment partner

• Deliver consistent and high-impact investment narratives tied to performance, fees, and governance

Required Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or related discipline

• CFA designation strongly preferred

• Bilingual in English and French required

• 10+ years of experience in investment solutions, institutional sales, or retirement distribution

• Strong understanding of DC retirement plans and investment governance

• Strong relationships within the group retirement Consultant and Advisor market

• Proven ability to influence senior stakeholders

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.

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 .

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 <.

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$123,100.00 CAD - $173,100.00 CAD

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 < 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 < 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.