Jonathan Roberts Email
Vice President of Sales @ Manulife Wealth & Asset Management
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Jonathan Roberts Location
- Vancouver, BC, CA
Jonathan Roberts Work
- Vice President of Sales @ (April 2025 - Present)
- Director Intermediary Distribution @ (October 2023 - April 2025)
- District Vice President @ (January 2017 - October 2023)
- Business Development Manager @ (December 2014 - December 2016)
- Associate Estate Planning Specialist @ (January 2012 - December 2014)
- Associate Investment Advisor @ (December 2010 - January 2012)
- Program Assistant @ (February 2009 - August 2009)
Jonathan Roberts Education
- City University of Seattle
MBA (Finance)
2010-2012 - Simon Fraser University
BSc (Kinesiology; Biological Chemistry)
2003-2009
Jonathan Roberts Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management Services
- High Net Worth Individuals
- Investments
- Equities
- Estate Planning
- Portfolio Management
- Mutual Funds
- Wealth Management
- Finance
- Investment Strategies
- Investment Advisory
- Fixed Income
- Financial Planning
- Retirement
- Asset Management
- Asset Allocation
- Wealth
- Business Development
- Peace
- Security
Jonathan Roberts Summary
- Jonathan Roberts, based in Vancouver, BC, CA, is currently a Vice President of Sales at Manulife Investment Management. Jonathan Roberts brings experience from previous roles at BMO Global Asset Management, Fidelity Investments and CIBC Wood Gundy. Jonathan Roberts holds a 2010 - 2012 MBA in Finance @ City University of Seattle. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management Services, High Net Worth Individuals, Investments and more. Jonathan Roberts has 1 emails on RocketReach.
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