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Wealth Investment Co-op at Manulife
Job Description & How to Apply Below
As a Wealth Investment Co-op at Manulife, you will engage in daily management of investment programs and conduct product research. This role focuses on supporting portfolio activities for both Canadian and U.S. clients, while developing valuable job aids for investment advisors. Your collaboration with internal departments like Operations and Legal will enhance your understanding of the investment landscape.
Key Responsibilities:
• Manage portfolio activities for unified accounts
• Support trade recommendations and client cash flow requests
• Develop aids for advisors on portfolio management
• Review client portfolios using management platforms
• Organize projects with senior team members
Requirements:
• Enrollment in post-secondary institution required
• Interest in CFA charter is an asset
• Strong written and verbal communication skills
• Proficient in Microsoft Office and AI platforms
• Positive attitude and personal initiative
Kickstart your finance career with experience in portfolio management and team collaboration at Manulife!
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