Manager, Individual Wealth Operations

Equitable; Southwestern Ontario; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Employer‑paid benefits

Pension matching

Volunteer day each year

Dress for your day

Job summary

Equitable, a Canadian mutual company, seeks a Manager, Individual Wealth Operations in Ontario. You will lead wealth administration teams, drive performance, and balance client service with risk controls in a hybrid Waterloo office setting.

You will oversee end‑to‑end wealth operations, coach staff, and collaborate with cross‑functional partners to deliver exceptional client and advisor experiences while supporting growth and transformation initiatives.

Qualifications

• Proven leadership experience with coaching and developing teams.

Responsibilities

• Lead day‑to‑day operations of Individual Wealth administrative functions including new business, in‑force admin, financial transactions, and claims processing.
• Drive service excellence meeting targets in a high‑volume environment.
• Manage workflows, resource allocation, and capacity planning to support growth.
• Coach and develop employees through performance management and succession planning.
• Monitor performance metrics and implement corrective actions for gaps.
• Ensure adherence to regulatory requirements and internal controls.
• Assess operational risks and balance client service with compliance and financial integrity.
• Lead change initiatives including process improvement and digitization.
• Partner with cross‑functional teams to improve client/advisor experiences and align with business objectives.
• Communicate priorities and results to stakeholders at all levels.

Skills

Leadership

Wealth operations

Compliance

Process improvement

Data analytics

Communication

Education

Post-secondary education in Business Administration

Tools

VAX

Ingenium

Unitrax

Job description

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact for our clients, our communities, and each other.

The Opportunity

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose – putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion, and curiosity. We put people above all else, strive to be our best, and welcome new ideas to deliver positive outcomes.

Join Equitable as a Manager, Individual Wealth Operations and play a key role in delivering an exceptional client and advisor experience while supporting the continued growth of our Individual Wealth business. This leadership opportunity combines operational excellence, people leadership, and strategic transformation, providing the chance to influence service delivery, streamline processes, and drive meaningful improvements across core wealth operations. The successful candidate will lead high‑performing teams in a dynamic environment, balancing service, risk management, compliance, and operational efficiency while helping shape the future of Individual Wealth Operations.

Work Arrangements

This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.

What you’ll do

• Lead and oversee the day‑to‑day operations of Individual Wealth administrative functions, including new business administration, in‑force administration, financial transactions, and claims processing.
• Drive service excellence by ensuring service, quality, productivity, and operational performance targets are achieved in a high‑volume, fast‑paced environment.
• Manage operational workflows, resource allocation, workforce planning, and capacity management to support business growth and service commitments.
• Lead, coach, and develop employees through effective performance management, talent development, employee engagement, and succession planning.
• Monitor operational performance metrics, identify trends and opportunities for improvement, and implement corrective actions to address service or productivity gaps.
• Ensure adherence to regulatory requirements, internal policies, operational controls, and risk management standards while maintaining strong governance practices.
• Assess operational risks, analyze complex exceptions, and make sound decisions to balance client service, compliance, and financial integrity.
• Lead and support operational change initiatives, including process improvement, digitization, and workflow optimization efforts.
• Partner with cross‑functional teams to identify operational efficiencies, improve client and advisor experiences, and support strategic business objectives.
• Communicate operational priorities, results, and recommendations effectively to stakeholders at all levels of the organization.

What you’ll bring

• Post‑secondary education, preferably in Business Administration or a related field.
• Proven leadership experience with a strong track record of coaching, developing, and managing high‑performing teams.
• Strong knowledge of Individual Wealth operations, products, services, and administrative processes.
• Detailed understanding of segregated funds, Guaranteed Interest Accounts (GIAs), annuities, and associated operational processes.
• Working knowledge of applicable systems, including VAX, Ingenium, Unitrax, or similar wealth administration platforms.
• Strong understanding of compliance requirements, regulatory authorities, risk management principles, and operational controls within a financial services environment.
• Demonstrated experience leading operational change, process improvement, digitization, and continuous improvement initiatives.
• Strong analytical, workforce planning, and performance management capabilities, with the ability to leverage operational data and metrics to drive results.
• Excellent problem‑solving, decision‑making, negotiation, and influencing skills in complex and time‑sensitive environments.
• Strong communication and relationship‑building skills with the ability to engage effectively with employees, leaders, and cross‑functional stakeholders.
• Ability to balance multiple priorities, manage competing deadlines, and lead across diverse operational functions.
• Strong technical aptitude with the ability to understand systems, compliance requirements, taxation concepts, and operational processes.
• A client‑focused, results‑oriented mindset with a passion for service excellence, accountability, and continuous improvement.

What’s in it for you

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Incentive pay, annual salary reviews, employer‑paid benefits and pension matching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work‑life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To

Director, Client and Partner Operations Individual Wealth

Department

Individual Wealth Operations

Term

Permanent Full‑Time

This position is open and we are excited to find the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.