Finance & Banking Associate, Financial Analyst

Join Manulife Wealth’s Capital Markets Group as an Associate and support the Advisor Succession Program and broader capital markets initiatives. In this role, you will help manage advisor book acquisition transactions from initial assessment through closing while contributing to new issue transactions, structured products, M&A assignments, and strategic growth initiatives. Your work will help deliver investment opportunities and strategic solutions for Manulife Wealth clients and advisors.

This opportunity provides hands‑on transaction experience and meaningful exposure to senior executives, advisors, issuers, legal counsel, and key stakeholders across Manulife Wealth.

Position Responsibilities:

• Support advisor book acquisition transactions from initial assessment through closing, coordinating workflows, milestones, approvals, deliverables, and closing requirements.

• Prepare transaction materials, purchase agreements, approval memoranda, financial models, valuations, management reports, and related documentation.

• Coordinate with advisors, senior Capital Markets Group professionals, Manulife Wealth colleagues, legal counsel, and other stakeholders throughout the transaction process.

• Support equity and fixed income new issues, structured products distribution, M&A assignments, and other strategic growth initiatives.

• Conduct market, industry, company, and competitive research while maintaining organized transaction records, pipeline reports, and due diligence documentation.

Required Qualifications:

• Two to five years of experience in investment banking, corporate finance, capital markets, private equity, transaction advisory, equity research, wealth management, or a related analytical role.

• Strong financial analysis and modelling skills, with advanced proficiency in Microsoft Excel and PowerPoint.

• Bachelor’s degree in Finance, Commerce, Accounting, Economics, Business Administration, or a related discipline.

• Strong organizational, project management, written, and verbal communication skills, with the ability to manage multiple priorities and concurrent deadlines accurately.

Preferred Qualifications:

• Experience supporting M&A, valuation, transaction execution, due diligence, or other complex financial transactions.

• CFA, CBV, or CPA designation, or progress toward one of these designations.

• Knowledge of capital markets, structured products, equity and fixed income new issues, or wealth management.

• Professional presence and the ability to engage effectively with advisors, executives, legal counsel, and external stakeholders.

• Ability to work independently, exercise sound judgment, and contribute effectively within a collaborative, fast-paced environment.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

Le poste annoncé correspond à une vacance existante.

La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d’oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques…