Job Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Current work authorization for Canada is required for all openings.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Team Manager Insurance Operations

Position overview

The Team Manager, Insurance Operations is responsible for establishing and leading Fidelity Wealth's Insurance Operations function. This is a foundational leadership role accountable for designing, building, and scaling an insurance operations capability that supports the delivery of life insurance solutions within Fidelity's Wealth business.

As the insurance business continues to grow, the incumbent will create the operational infrastructure, processes, controls, and team necessary to support sustainable growth while delivering an exceptional advisor and client experience.

This is a player-coach role that combines strategic leadership with hands-on execution. The successful candidate will develop the insurance operating model, establish workflows and service standards, build relationships with insurance carriers and Managing General Agencies (MGAs), and recruit, lead,



and develop a team of Insurance Operations Associates. The incumbent will be responsible for creating a scalable and efficient operating environment that supports insurance onboarding, policy administration, servicing, compliance, and operational excellence.

The Team Manager will serve as the operational subject matter expert for the insurance business and work closely with Insurance Specialists, Wealth Advisors, Compliance, Legal, Technology, Finance, and Operations partners to ensure the function is positioned for long-term success. Through strong leadership, operational expertise, and continuous improvement, the incumbent will establish the foundation for a best-in-class Insurance Operations organization that supports business growth and delivers exceptional service to clients and advisors.

You will also be responsible for

- Insurance Operations Function Build-Out & Leadership
- Design, build, and implement Fidelity Wealth's Insurance Operations function from inception.
- Develop the vision, operating model, organizational structure, service standards, and operating procedures for the insurance operations team.
- Establish scalable workflows, controls, service level agreements, performance metrics, and governance practices.

- Talent Acquisition, Team Building and Development

- Recruit, build,



and lead a high-performing Insurance Operations team, including Insurance Operations Associates and future operational support roles.
- Define roles, responsibilities, performance expectations, development plans, and career progression opportunities.
- Design and implement onboarding and training programs to ensure operational consistency and service excellence.

- Insurance Operations Management

- Oversee all insurance operations activities including new business processing, policy administration, underwriting support, policy changes, renewals, and servicing requests.
- Ensure timely and accurate submission of insurance applications and supporting documentation to insurance carriers and MGAs.
- Manage pending business pipelines and ensure outstanding requirements are proactively tracked and resolved.

- Client & Advisor Support

- Partner with Insurance Specialists and Wealth Advisors to support the delivery of insurance and wealth protection solutions.
- Ensure a seamless onboarding, implementation, and servicing experience for clients and advisors.
- Serve as a senior escalation point for advisor, client, carrier, and MGA inquiries.

- Risk Management, Compliance & Governance

- Ensure compliance with all applicable regulatory, legal, privacy, and internal policy requirements.
- Establish and maintain a strong operational control environment that supports risk mitigation and regulatory compliance.
- Partner with Legal, Compliance, Risk, Audit, and Operations teams to identify and address operational and regulatory risks.

- Strategic Partnerships & Business Growth

- Develop and maintain robust relationships with insurance carriers, MGAs, and

📌 Team Manager Insurance Operations (Mississauga)
🏢 Fidelity Canada
📍 Mississauga