Drive national advisor succession strategy as Head of Succession Planning at Manulife Wealth in Burlington, Ontario. Focus on optimizing advisor transitions and managing the Summit practice acquisition program.

This pivotal leadership role emphasizes robust strategic execution and cross-functional collaboration within Manulife Wealth and other divisions. You’ll take ownership of the Summit Program, lead national strategies for advisor succession, and ensure seamless transitions with minimal client disruption. An effective communicator, you'll motivate teams and challenge the status quo while navigating advisor relationships and optimizing practices for long-term success.

Key Responsibilities:

- Design and implement national succession strategies for advisors
- Spearhead the Summit program from lead generation to integration




- Collaborate with recruiting teams to enhance exit options
- Manage post-acquisition integration plans efficiently
- Drive advisor engagement through innovative programs

Requirements:

- 10-15 years in financial services with M&A; experience
- Robust knowledge of Canadian regulatory frameworks
- Proven negotiation and structuring skills for complex deals
- Leadership experience managing cross-functional teams
- Excellent communication and interpersonal skills

Lead transformative succession planning strategies and drive growth initiatives at Manulife Wealth while ensuring advisor engagement and client retention.

📌 Lead Succession Planning at Manulife (Burlington)
🏢 Société Financière Manuvie
📍 Burlington