Jonathan Roberts Location
Vancouver, BC, CA
Jonathan Roberts Work
- 2025 - now District Vice President @ Manulife Investment Management, Real Estate
- 2023 - 2025 Director Intermediary Distribution @ BMO Global Asset Management
- 2017 - 2023 District Vice President @ Fidelity Investments
- 2014 - 2016 Business Development Manager @ Fidelity Investments
- 2012 - 2014 Associate Estate Planning Specialist @ CIBC Wood Gundy
- 2010 - 2012 Associate Investment Advisor @ CIBC Wood Gundy
- 2009 - 2009 Program Assistant @ Health Canada | Santé Canada
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
Jonathan Roberts Summary
Jonathan Roberts, based in Vancouver, BC, CA, is currently a District Vice President 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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