Elevate your career with Manulife as the Head of Succession Planning. Drive advisor transitions and lead the Summit practice acquisition program across Canada with a hybrid work model.
This pivotal leadership role involves designing and executing Manulife Wealth’s national advisor succession strategy. You will own the Summit Program from lead generation to deal closing and post-acquisition integration. Collaborating with cross-functional teams, you will facilitate smooth transitions for advisors and branch owners while ensuring minimal client disruption.
Key Responsibilities:
• Develop national strategies for advisor and branch owner transitions
• Spearhead the Summit practice acquisition program
• Collaborate with recruiting teams to highlight exit options




• Operationalize succession and Summit deals efficiently
• Maintain partnerships across Manulife for strategic alignment
Requirements:
• 10-15 years in financial services, focusing on succession planning
• Knowledge of Canadian regulations and their application
• Experience in structuring complex financial transactions
• Solid leadership and people management skills
• Excellent communication and negotiation abilities
Become a strategic leader at Manulife, enhancing client experience through effective succession planning.
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📌 Lead Succession Planning at Manulife (Burlington)
🏢 Manulife Financial
📍 Burlington