Position Responsibilities:

• Support day-to-day activities and projects for portfolio managed account programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
• Support centrally managed accounts program in response to sub-advisor trade recommendations, client cash flow requests and other managed account overlay activities.
• Work with team leaders to develop job aids for Investment Advisors on investment and portfolio management related topics.
• Using cutting edge portfolio management platform to review and calibrate client investment portfolios.
• Work with Investment Advisors and support the Pathway to Portfolio Management program at Manulife Wealth.
• Collaborate with and organize senior team members on various projects and initiatives.
• Other tasks and related activities that arise from shifting priorities.

Required Qual...