Elevate Manulife Wealth's advisor succession strategy in a key leadership role. Drive impactful transitions and ensure optimal client relationships with a national focus on acquisition strategies.
The Head of Succession Planning will lead Manulife Wealth's national strategy for advisor and branch owner transitions and the Summit Program. This senior role demands a blend of strategic thinking, operational excellence, and relationship management. You will oversee the seamless execution of succession initiatives, guiding advisors towards successful transitions while enhancing overall client service and asset retention.
Key Responsibilities:
• Design national strategies for advisor transitions
• Spearhead the Summit practice acquisition program




• Collaborate with advisor recruiting teams
• Operationalize succession and acquisition deals
• Drive initiatives for advisor growth and engagement
Requirements:
• 10 to 15 years in financial services or wealth management
• Experience in succession planning and practice management
• Robust knowledge of Canadian regulatory frameworks
• Proven ability in deal structuring and negotiations
• Excellent leadership and communication skills
Lead advisor transitions and enhance client engagement through innovative strategies at Manulife Wealth.
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📌 Senior Leader in Succession Planning (Burlington)
🏢 Manulife Insurance Malaysia
📍 Burlington