Vice President Jobs

About The Position

Requirements

• Active Life Insurance license (LLQP) in at least one Canadian province; ability to obtain additional provincial licensing as required.
• Post-secondary degree required (Business, Finance, Economics, or related field preferred).
• 10+ years of progressive experience in Canadian insurance distribution and/or wealth management.
• Proven experience working with wealth management firms and/or MGAs (e.g., platform build, distribution strategy, case management, or advisor coverage).
• Strong knowledge of life insurance, annuities, segregated funds and living benefits distributed through wealth channels.
• Experience building or scaling an insurance platform or serving as an estate/insurance specialist supporting HNW advisors.
• Familiarity with insurance technology systems (i.e. DTCC, iPipeline).

Nice To Haves

• Professional designations (CFP, CLU, CHS, etc.)
• Bilingualism (English/French)

Responsibilities

• Own end‑to‑end delivery of MSWC’s Canadian insurance platform, from strategy through implementation and scale.
• Develop business cases for investment in people, partners and technology; align across Wealth, Risk, Compliance, and Operations.
• Define business requirements for core platform capabilities, including CRM integration, case management, document workflows, e-signature, illustration tools, reporting, and analytics.
• Partner with Technology and vendors to deliver solutions that prioritize advisor experience, operational control, and regulatory compliance.
• Collaborate with US and other international jurisdictions spotlighting global partner education and other business development activities.
• Design and embed a compliance-ready governance framework aligned to Canadian insurance distribution requirements and internal controls.
• Establish and document operating policies, procedures, and escalation frameworks.
• Ensure ongoing adherence to privacy, suitability, complaint handling, record retention, and conduct‑risk standards.
• Define target-state advisor workflows and client journeys across core insurance use cases (protection, estate planning, business succession, retirement income/annuities).
• Build scalable advisor enablement including training, playbooks, discovery tools, needs-analysis approaches and referral pathways.
• Partner with internal stakeholders to drive advisor engagement while operating within regulatory and firm policy constraints.
• Own the full partner lifecycle across carriers, MGAs, and service providers, including selection, due diligence, contracting, and performance management.
• Establish service standards, SLAs, governance cadences, and issue-resolution processes to ensure quality, scalability and competitive positioning.
• Build a consistent, compliant end-to-end insurance case management operating model covering application, underwriting, placement, delivery, and in-force service.
• Lead insurance data analysis, reporting, and dashboards to support performance monitoring and decision-making.
• Maintain strong knowledge of firm capabilities and contribute to the evolution of the systems and tools that support the business.
• Management of ongoing sales activity and field engagement including product and carrier trainings, developing training materials and thought leadership, and interfacing with internal sales groups.

Benefits

• Attractive and comprehensive employee benefits and perks in the industry.