Join Manulife Wealth's Capital Markets Group as an Associate. Support advisor succession and contribute to various financial transactions in a collaborative hybrid workplace.
This Associate position involves managing advisor book acquisition transactions and facilitating new issue sales and M&A; assignments. You will coordinate workflows, prepare documentation, and engage with industry stakeholders to ensure successful outcomes for Manulife Wealth clients. Develop strong communication and organizational skills through meaningful transactions.
Key Responsibilities:
• Assist in advisor book acquisition transactions from start to finish
• Prepare transaction materials and approval memoranda
• Coordinate with various stakeholders during the process
• Support structured products and strategic growth initiatives
• Conduct detailed market and company research
Requirements:
• 2-5 years in investment banking or a similar field
• Proficiency in financial analysis and Microsoft tools
• Bachelor's degree in Finance, Accounting, or similar
• Strong communication and project handling capabilities
• Ability to prioritize and manage concurrent tasks
Leverage your analytical skills in a key strategic role contributing to Manulife Wealth's success.
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📌 Capital Markets Associate Role at Manulife (Ontario)
🏢 Société Financière Manuvie
📍 Ontario
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