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 Wealths national advisory platform. The successful candidate will demonstrate strong investment acumen disciplined risk management and a client-centric approach aligned with Manulifes 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).
• 710 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.

When you join our team:

• Well empower you to learn and grow the career you want.
• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team well 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 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

Burlington Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$129800.00 CAD - $241200.00 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.

Required Experience:

Manager

Employment Type : Full-Time
Experience: years
Vacancy: 1