Accelerate your career at Manulife Wealth as an Advisor Succession Associate, where you will engage in capital markets operations and acquisition transactions. This hybrid role offers hands-on experience with investment initiatives.As a key player in the Capital Markets Group, you will help orchestrate the advisor book acquisition process from initial assessment through to closing. Your work involves creating transaction materials and supporting structured growth initiatives,



providing essential value to clients and advisors.Key Responsibilities:Coordinate advisor book acquisition transactions with detailed workflowsDevelop transaction documents like valuations and financial modelsCollaborate with internal and external stakeholders effectivelyEngage in equity and fixed income transactions and M&A activitiesConduct thorough market research and maintain transaction recordsRequirements:2-5 years of relevant analytical experience in financeStrong modeling skills with advanced Microsoft Excel proficiencyBachelor's degree in a finance-related disciplineExcellent organizational and communication skillsAbility to manage multiple priorities in a cooperative environmentBring your analytical expertise and organizational skills to support Manulife Wealth's strategic initiatives.

📌 Advisor Succession Associate At Manulife Wealth (Toronto)
🏢 Manulife Financial
📍 Toronto