Capital Markets Associate: Advisor Succession & Growth

Manulife

Toronto

Hybrid

CAD 80,000 - 110,000

Full time

5 days ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Manulife Wealth's Capital Markets Group is seeking 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 while contributing to new issue transactions, structured products, M&A assignments, and strategic growth initiatives.

The role offers hands-on exposure to senior executives, advisors, issuers, and legal counsel across Manulife Wealth.

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 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.