Jonathan Roberts

Vice President of Sales, Manulife Investments

Jonathan builds meaningful partnerships with advisors by understanding their business models, client needs, and strategic goals. His consultative approach combines tailored insight, product expertise, and proactive support to help advisors navigate complex markets, enabling them to  deliver strong client outcomes.

Jonathan began his career at CIBC Wood Gundy in 2010 as an associate advisor, later transitioning into estate planning. He joined Fidelity Investments in 2014, where he advanced from business development manager to district vice president. After a brief tenure at BMO GAM as director of intermediary distribution, he joined Manulife Investments in April 2025.

With experience across wealth management—from estate planning to distribution leadership—Jonathan brings a well-rounded perspective that helps advisors feel confident and supported.

He earned an M.B.A. in Finance from the City University of Seattle and a B.Sc. from Simon Fraser University.

Outside of work, Jonathan is an avid skier who enjoys weekends in Whistler, a keen golfer with a love for summer golf trips, and a dedicated squash player. He and his wife also share a passion for global travel, often exploring new cities and discovering culinary experiences through the Michelin Guide.

• Location: Greater Vancouver Area
• Email: Jonathan_Roberts@manulife.ca
• Phone: 604-358-1041
• Language: English