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 creative strategies at Manulife Wealth.

📌 Senior Leader In Succession Planning Burlington
🏢 Manulife Insurance Malaysia
📍 Burlington