Advisor Succession & Capital Markets.- Associate

Manulife Financial; Toronto; Hybrid; CAD 75,000 - 105,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Mental health support

Vision insurance

Disability insurance

Life and AD&D insurance

Adoption/surrogacy and wellness benefit

Pension plan

Employee share ownership plan

Paid time off

Job summary

Manulife Wealth’s Capital Markets Group is hiring an Associate to support the Advisor Succession Program and broader capital markets initiatives. You will help manage advisor book acquisition transactions from initial assessment through closing and contribute to new issue transactions, structured products, M&A, and strategic growth projects.

This role offers hands-on transaction experience and exposure to senior executives, advisors, issuers, legal counsel, and key stakeholders across Manulife

Qualifications

• Two to five years of experience in investment banking, corporate finance, capital markets, private equity, transaction advisory, equity research, wealth management, or related analytical role.
• Strong financial analysis and modelling skills, with advanced proficiency in Microsoft Excel and PowerPoint.
• Bachelor’s degree in Finance, Commerce, Accounting, Economics, Business Administration, or related discipline.
• Strong organizational, project management, written, and verbal communication skills, with the ability to manage multiple priorities and concurrent deadlines accurately.

Responsibilities

• Support advisor book acquisition transactions from initial assessment through closing, coordinating workflows, milestones, approvals, deliverables, and closing requirements.
• Prepare transaction materials, purchase agreements, approval memoranda, financial models, valuations, management reports, and related documentation.
• Coordinate with advisors, senior Capital Markets Group professionals, Manulife Wealth colleagues, legal counsel, and other stakeholders throughout the transaction process.
• Support equity and fixed income new issues, structured products distribution, M&A assignments, and other strategic growth initiatives.
• Conduct market, industry, company, and competitive research while maintaining organized transaction records, pipeline reports, and due diligence documentation.

Skills

Financial analysis

Project management

Communication

Analytical thinking

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Excel

PowerPoint

Job description

Join Manulife Wealth’s Capital Markets Group as an Associate and support the Advisor Succession Program and broader capital markets initiatives. In this role, you will help manage advisor book acquisition transactions from initial assessment through closing while contributing to new issue transactions, structured products, M&A assignments, and strategic growth initiatives. Your work will help deliver investment opportunities and strategic solutions for Manulife Wealth clients and advisors. This opportunity provides hands‑on transaction experience and meaningful exposure to senior executives, advisors, issuers, legal counsel, and key stakeholders across Manulife Wealth.

Position Responsibilities

• Support advisor book acquisition transactions from initial assessment through closing, coordinating workflows, milestones, approvals, deliverables, and closing requirements.
• Prepare transaction materials, purchase agreements, approval memoranda, financial models, valuations, management reports, and related documentation.
• Coordinate with advisors, senior Capital Markets Group professionals, Manulife Wealth colleagues, legal counsel, and other stakeholders throughout the transaction process.
• Support equity and fixed income new issues, structured products distribution, M&A assignments, and other strategic growth initiatives.
• Conduct market, industry, company, and competitive research while maintaining organized transaction records, pipeline reports, and due diligence documentation.

Required Qualifications

• Two to five years of experience in investment banking, corporate finance, capital markets, private equity, transaction advisory, equity research, wealth management, or a related analytical role.
• Strong financial analysis and modelling skills, with advanced proficiency in Microsoft Excel and PowerPoint.
• Bachelor’s degree in Finance, Commerce, Accounting, Economics, Business Administration, or a related discipline.
• Strong organizational, project management, written, and verbal communication skills, with the ability to manage multiple priorities and concurrent deadlines accurately.

Preferred Qualifications

• Experience supporting M&A, valuation, transaction execution, due diligence, or other complex financial transactions.
• CFA, CBV, or CPA designation, or progress toward one of these designations.
• Knowledge of capital markets, structured products, equity and fixed income new issues, or wealth management.
• Professional presence and the ability to engage effectively with advisors, executives, legal counsel, and external stakeholders.
• Ability to work independently, exercise sound judgment, and contribute effectively within a collaborative, fast-paced environment.

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 you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid

Salary & Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short‑and‑long‑term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.