National Lead, Advisor Succession & Summit (Ontario)

National Lead, Advisor Succession & Summit (Ontario)

07 Aug
|
Manulife Financial
|
Ontario

07 Aug

Manulife Financial

Ontario

The Head of Succession Planning at Manulife Wealth leads the national advisor succession strategy and Summit program across Canada, ensuring client continuity and growth through advisor transitions and acquisitions.
You will own the Summit Program end-to-end—from lead generation and pipeline management to deal structuring, closing, and integration—collaborating with internal teams including Manulife Bank, Investments and Insurance to align strategies.

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📌 National Lead, Advisor Succession & Summit (Ontario)
🏢 Manulife Financial
📍 Ontario

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