Position Responsibilities:

- Act as Treasury Finance advisor with an overall mandate to support Treasury leadership, Capital Management, Investor Relations, Treasury Operations, Manulife Bank and other stakeholders through strategic analysis, funding recommendations, and corporate finance expertise.
- Develop recommendations regarding capital structure, leverage, funding strategy, refinancing, capital deployment, and balance sheet optimization to support the Company's financial objectives.
- Lead the development and ongoing assessment of funding strategies, incorporating market conditions, regulatory and rating agency considerations, funding requirements, investor demand, and competitive developments.
- Serve as the primary Treasury Finance lead for debt issuances, liability management transactions, wholesale funding programs, share repurchase initiatives, and other treasury-related financing activities, including strategy, analysis, execution and post-transaction review.
- Lead and manage Treasury-owned banking relationships, including revolving credit facilities, letters of credit and other financing arrangements, and negotiate pricing, terms, capacity, documentation and service levels.
- Lead complex commercial negotiations with banking partners, dealers, investors, legal counsel and other external stakeholders. Review, analyze and negotiate credit agreements, underwriting agreements, term sheets, offering documents, trust indentures and other financing-related documentation.
- Support and influence strategic decision-making through the preparation of financial analysis, funding plans, capital structure assessments, Board materials, executive presentations and other management reporting.
- Lead strategic initiatives impacting Treasury Finance,



including evaluating alternatives, assessing risks and opportunities, coordinating stakeholders and supporting implementation.
- Maintain relationships with banking partners, fixed income investors, rating agencies and other market participants to monitor trends, identify opportunities and support continued access to capital.
- Ensure funding instruments remain compliant with contractual, regulatory, reporting and governance requirements, including ongoing monitoring of covenants, obligations and maturity profiles.
- Identify and implement process improvements related to treasury strategy, funding activities, governance, reporting, controls and transaction execution.
- Responsible for coaching, mentoring and development of staff supporting Treasury Finance activities.

Required Qualifications:

- Post-secondary education in Finance, Accounting, Economics, Business Administration or a related discipline and/or a minimum of 10 years of progressive experience in treasury, corporate finance, capital markets, commercial banking, investment banking, insurance finance or a related field.
- Strong knowledge of corporate finance, capital structure management, leverage analysis, capital allocation, liquidity management and balance sheet optimization.
- Solid understanding of debt and equity capital markets, funding strategies, banking products,



credit facilities and liability management activities.
- Experience executing complex financing transactions and negotiating commercial arrangements with financial institutions and other counterparties.
- Ability to review, understand and negotiate financing documentation, including credit agreements, underwriting agreements, term sheets, offering documents and related contracts.
- Strong analytical and problem-solving skills with the ability to evaluate strategic alternatives and develop actionable recommendations.
- Demonstrated ability to build and maintain strong relationships with internal and external stakeholders.
- Thorough understanding of risk management, governance and controls as they relate to treasury and financing activities.
- Excellent communication, presentation and influencing skills, including the ability to work effectively with senior management and executive stakeholders.
- Strong project management, organizational and stakeholder coordination skills.
- Demonstrated leadership capabilities with experience managing change, developing talent and fostering high-performing teams.
- Ability to manage multiple priorities, work under pressure and adapt to changing business requirements.
- Capital markets, commercial banking, investment banking, treasury or corporate finance experience within a financial institution is considered a strong asset.

When you join our team:

- We'll empower you to learn and grow the career you want
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words
- As part of our global team, we'll support you in shaping the future y

📌 Director, treasury finance (Toronto)
🏢 Société Financière Manuvie
📍 Toronto