Advisor Succession Associate at Manulife Wealth

Accelerate your career at Manulife Wealth as an Advisor Succession Associate, where you will engage in capital markets operations and acquisition transactions. This hybrid role offers hands-on experience with investment initiatives.

As a key player in the Capital Markets Group, you will help orchestrate the advisor book acquisition process from initial assessment through to closing. Your work involves creating transaction materials and supporting structured growth initiatives, providing essential value to clients and advisors.

Key Responsibilities:

• Coordinate advisor book acquisition transactions with detailed workflows

• Develop transaction documents like valuations and financial models

• Collaborate with internal and external stakeholders effectively

• Engage in equity and fixed income transactions and M&A activities

• Conduct thorough market research and maintain transaction records

Requirements:

• 2-5 years of relevant analytical experience in finance

• Strong modeling skills with advanced Microsoft Excel proficiency

• Bachelor’s degree in a finance-related discipline

• Excellent organizational and communication skills

• Ability to manage multiple priorities in a collaborative environment

Bring your analytical expertise and organizational skills to support Manulife Wealth’s strategic initiatives.