Advisor Succession & Capital Markets Associate

Société Financière Manuvie; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

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

The role offers hands-on transaction experience and exposure to senior executives, advisors, issuers, and legal counsel, with opportunities to grow in a fast-paced, collaborative

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.

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

Excel

PowerPoint

Valuation modelling

Communication

Education

Bachelor's degree in Finance, Commerce, Accounting, Economics, or Business Administration

Tools

Microsoft Excel

PowerPoint

Job description

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

The role offers hands-on transaction experience and exposure to senior executives, advisors, issuers, and legal counsel, with opportunities to grow in a fast-paced, collaborative