Investment Counsellor, Manulife Private Wealth
Montrealonsite
Posted today · via Workday
About this role
Job Description Summary Manulife Private Wealth (“MPW”) delivers discretionary private investment counselling to High Net Worth (“HNW”) clients across Canada. MPW is seeking a career-oriented Investment Counsellor to join our team of professionals, providing an integrated solution of institutional quality investment management, banking, and wealth and estate services to HNW individuals and their families. The Investment Counsellor is responsible for developing and nurturing strong relationships with clients with a focus on providing personalized investment and wealth planning solutions and services, exceptional client experience, and attracting new client relationships.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Montreal. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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