The Opportunity

The Head of Succession Planning is a pivotal leadership role responsible for designing, leading, and executing Manulife Wealth’s national advisor succession strategy and the Summit practice acquisition program across Canada. This role ensures continuity of client service, protection and enhancement of client relationships, and profitable growth by managing advisor/branch owner transitions and overseeing the acquisition and optimization of advisor practices.

You will take full ownership of the Summit Program end-to-end - from lead generation and pipeline management, through deal structuring and closing within target budget ranges, to operationalizing and enhancing the value of acquired businesses. This includes supporting both internal Manulife Wealth advisors and new recruits who have joined Manulife Wealth and are seeking an exit path.

You will build and lead solid cross-functional relationships across Manulife Wealth and the broader Manulife organization. They will be responsible for planning and directing succession planning initiatives,



Summit program execution, and the programs and support required for advisors’ practices, their teams, and branch owners.

Adept at communicating vision, driving engagement, and challenging the status quo, this leader will bring the succession planning support and Summit strategy to life. Specifically, this role will support the build-out of an operating model to achieve and drive the following

This is a highly visible position that requires collaboration across the Manulife organization beyond Manulife Wealth. It is essential that the incumbent works in partnership with internal partners, distribution groups, and Canadian Segment partners such as Manulife Bank, Manulife Investments and Manulife Insurance to ensure respective strategies and initiatives are aligned and implemented in a mutually beneficial manner.

The role requires a delicate balance of relevant in

📌 Head of succession planning (Burlington)
🏢 Société Financière Manuvie
📍 Burlington