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Individual Wealth Administrator - Bilingual

April 30, 2026

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. The Individual Wealth Administrator is responsible for the administration of new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts, acting as Gatekeeper (indexing), and handling emails and inbound calls to our Client Care Centre. Additionally, this is an exciting opportunity if you are looking to build your career at Equitable and grow within your role! Proficiency in the role can lead to Senior Individual Wealth Administrator or other roles within Equitable. Join one of the region’s top employers and be part of something that truly makes a difference Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment. What you’ll do: <ul style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Administer and follow processes for all products which include segregated funds, GIAs, and legacy products with different procedures for two of our main systems as it pertains to Non-Registered, Registered Retirement Savings Plans and Tax-Free Savings Accounts</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders and any other changes or transactions on new or existing client policies</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Assess, process, and complete all administrative service requests from internal and external clients as it pertains to Individual Wealth products</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Provide excellent client relationship and servicing of our advisors, MGAs, policyholders and/or wholesaler team through all channels (inbound and outbound email, phone, mail, fax, and following up on pending requests)</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnership</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Reconcile simple accounts by verifying ledger entries; investigate discrepancies, and ability to make basic corrections</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Accurately handle requests within same day or otherwise specified service standard times</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Adherence to and participation in Gatekeeper rotation accountabilities – including but not limited to handling the Gatekeeper queue, indexing / printing items into OnBase, preparing journal entries, investigating and identifying incoming work received, handling mail</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Participate in project work ranging from annual administrative projects (ex. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA / CRS review, etc.) to key projects to support Individual Wealth department goals & objectives</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Continued analysis of current procedures and identify / recommend procedural improvements, providing feedback and updates to procedures to ensure up to date information for processes</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Actively contribute as a team member</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Participate in ongoing training and cross training functions to become proficient in all aspects of the role</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Provide training to other Individual Wealth Administrator staff and Operations team members as required</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Adhere to daily entering of overtime and out of productivity measures</li> </ul> What you’ll bring: <ul style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Bilingual skills in French and English are required</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Passion for delivering excellent client service</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Commitment to detail and accuracy</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Ability to prioritize and organize effectively to meet deadlines</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Excellent verbal / written communication and interpersonal skills</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Strong analytical and problem-solving skills</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Prior experience or knowledge in Individual Wealth industry: Market Disruption, Market Timing, Frequent Trading and late Trading policy and procedures as it extends to same day processing, Industry products, regulatory requirements and/or taxation, compliance requirements for thorough transaction handling on all non-registered products for, anti-money laundering legislation, FATCA / CRS, politically exposed persons, etc.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Excellent PC skills, intermediate Excel skills</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">University degree, College Diploma in Business or equivalent work experience</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Must be comfortable to work overtime during peak times and</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Must be comfortable making outbound calls and receiving inbound calls </li> </ul> 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 <a rel="noopener" href="mailto:careers@equitable.ca" target="_blank">careers@equitable.ca,</a> 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: Supervisor, Individual Wealth Operations Department: Individual Wealth Operations Term: Permanent Full-Time Schedule: Availability between 9:00AM ET and 6:00PM ET Location: AlbertaThis 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. #LI-Remote

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1. HOW DO YOU PLAN YOUR DAY?

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...