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. 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.Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.Business overview Fidelity Wealth is a wealth management service designed to help advisors navigate succession planning.

We offer retiring advisors a fair valuation for their business and ensure a seamless transition for their clients.

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.

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.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.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 strong relationships with insurance carriers, MGAs, and key business stakeholders.Collaborate with Insurance Specialists and Wealth Advisors to support business growth initiatives.Participate in strategic planning activities related to the development and expansion of Fidelity Wealth's insurance business.Team Collaboration & Stakeholder Management Collaborate effectively with Wealth Operations, Technology, Legal, Compliance, Risk, Finance, and Advisor teams.Act as the insurance operations subject matter expert across the organization.Experience 5+ years of progressive experience in insurance operations, life insurance administration, wealth management, financial services or a related field.Leadership experience recruiting, managing, and developing teams.Experience building, transforming, or significantly enhancing operational functions, teams, or service delivery models.Deep knowledge of life insurance operations, policy administration, and advisor support functions.Experience working directly with insurance carriers, MGAs, and other insurance industry stakeholders.Experience developing operational processes, controls, governance frameworks, and service standards.Proven experience leading cross‑functional initiatives involving operations, compliance, technology, and business stakeholders.Demonstrated experience managing operational risk and regulatory compliance requirements.The following would be considered as assets: Experience supporting advisor‑based wealth management businesses.Experience implementing technology solutions, workflow automation, or digital transformation initiatives.Business analysis, project management, or operational excellence experience.Salesforce CRM or comparable platform experience.Experience supporting insurance business expansion or new product implementation.College degree (3-year program) in Business, Commerce Finance, Insurance, Economy or equivalent work experience.Bilingualism in English and French (verbal and written)



is required.Strong working knowledge of life insurance products, regulations, and industry practices.Certified Health Insurance Specialist (CHS).Personal Financial Planner (PFP).Project Management Professional (PMP).Strong leadership, coaching, and team development capabilities.Demonstrated experience building new teams, functions, or operational capabilities from inception.Deep knowledge of life insurance operations, policy administration, underwriting processes, and insurance servicing activities.Strong understanding of insurance regulations, compliance requirements, and industry best.Excellent relationship management and stakeholder engagement skills.Strong analytical, problem‑solving, planning, and decision‑making abilities.Experience leading process improvement, operational excellence, and business transformation initiatives.Ability to identify and mitigate operational and regulatory risks.Strong project management and change management capabilities.Base Salary and discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $94,000 to $123,000 based on your experience and qualifications.Flexible working arrangements that vary based on role requirements.Parental leave top‑up to 100% of your salary for a period of 25 weeks.Up to $650 for home office equipment.Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice.Diversity and inclusion programs, including an active network of Employee Resource Groups.Extensive career development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally‑protected ground.Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.Canada’s Top 100 EmployersGreater Toronto's Top EmployersCanada’s Top Family‑Friendly EmployersCanada’s Top Employers for Young PeopleGreat Place To Work® CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion Employer DesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Benefits Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR TeamAbout Us Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry.

To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here.

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📌 Team Manager Insurance Operations (Winnipeg)
🏢 5014 Fidelity Wealth ULC
📍 Winnipeg