Advisor Succession Associate at Manulife

Step into the world of finance with Manulife Wealth as an Advisor Succession Associate, focusing on managing advisor book acquisitions and providing capital market insights in a hybrid role.

In this position, you will support the Advisor Succession Program while also contributing to M&A and strategic growth initiatives. Your responsibilities will involve preparing key transaction documents and working alongside senior Capital Markets professionals. This role is designed for an individual who thrives in collaborative settings and is eager to engage with various stakeholders in the capital markets field.

Key Responsibilities:

• Coordinate advisor book acquisition transactions effectively

• Prepare necessary financial documents and transaction materials

• Work directly with advisors and senior management teams

• Support market research and structured products initiatives

• Maintain organized documentation and transaction records

Requirements:

• 2-5 years of experience in capital markets or finance roles

• Strong analytical skills and proficiency in Excel

• Bachelor’s degree in Finance, Accounting, or related discipline

• Excellent written and verbal communication skills

• Ability to manage multiple deadlines and priorities

Leverage your financial expertise in this dynamic role with Manulife Wealth to drive success in advisor succession and capital markets.