Jobs at Equitable

Leads Equitable’s enterprise third-party risk management, procurement, vendor governance, strategic sourcing, contract negotiation, supplier performance, and cost optimization programs. Ensures compliance with OSFI Guideline B-10, provides oversight of significant third-party relationships, reports risks to senior leadership, strengthens operational resilience, and manages a high-performing team while partnering across Risk, Legal, Compliance, Finance, Information Security, Privacy, and business functions.

Design, develop, test, document, and implement scalable applications and database solutions for individual insurance core systems. Collaborate with product owners, business partners, and technology teams to deliver software, resolve production issues, recommend technologies, and improve release practices. The role requires strong COBOL, SQL Server, Transact-SQL, and Ingenium expertise, along with independent problem-solving and effective communication.

Leads the Individual Insurance project portfolio, aligning priorities with strategic objectives and business goals. Oversees portfolio planning, initiative intake, governance, resource allocation, risk management, reporting, and delivery across agile, waterfall, and hybrid methodologies. Chairs portfolio steering committees and leads Project Managers and Business Analysts through coaching and performance management. Partners with senior leaders and cross-functional teams to resolve competing priorities, optimize resources, and deliver business value.

Designs, develops, and maintains data and reporting assets; builds data pipelines for Power BI; automates manual processes; collaborates with analysts, actuaries, and stakeholders; ensures data quality, governance, and integrity; and applies best practices across the data lifecycle.

Support individual life policyholder taxation, actuarial inforce policy management, year-end reporting, illustrations, tax calculations, and related inquiries. Develop and enhance automation tools, review tax and illustration systems, validate calculations and rates, approve software specifications, sign off on process changes, and participate in process improvement projects. The role requires advanced Excel and VBA, SQL, coding knowledge, strong analytical skills, and familiarity with life and health insurance products.

Administers new business and in-force transactions for individual wealth products, including policies, rollovers, deposits, beneficiary changes, and surrenders. Provides bilingual client and advisor support through email and phone, reconciles basic accounts, indexes documents in OnBase, supports compliance reviews and departmental projects, identifies process improvements, performs root cause analysis, and meets service-level standards.

Administers new business and in-force transactions for individual wealth products, including registered and non-registered accounts. Processes policy changes, service requests, reconciliations, client communications, indexing, journal entries, quality reviews, and regulatory projects. Provides bilingual French-English support to advisors, policyholders, and internal teams while meeting service standards, identifying process improvements, and participating in training and cross-functional initiatives.

Administers new business and in-force transactions for individual wealth products, including registered and non-registered accounts, segregated funds, GIAs, and legacy products. Processes policy changes, reconciles basic accounts, handles indexing and service requests, responds to client and advisor inquiries, and supports quality audits, regulatory reviews, projects, and procedural improvements. Requires bilingual French and English communication, strong accuracy, organization, customer service, analytical skills, and intermediate Excel proficiency.

Assess mortality and financial risk for individual life insurance applications using medical, lifestyle, and financial information. Collaborate and negotiate with reinsurers, advisors, and internal partners on complex cases, including risks exceeding retention limits. Coach underwriters, communicate decisions clearly, and lead projects supporting operational excellence. Maintain underwriting quality, volume, continuing education, and professional development while consulting medical directors and reinsurers on unusual risks.

Own the vision, roadmap, and backlog for Equitable’s Client Portal experience. Translate client and business needs into prioritized features, guide initiatives through discovery and delivery, manage stakeholders, and coordinate with business, UX, technology, and Agile delivery teams. Use client feedback, analytics, and business outcomes to inform product decisions and continuously improve the digital experience.

Supports group insurance underwriting operations by setting up new issues, policy booklets, amendments, employee data, plan designs, rate confirmations, renewals, and case files. Performs data entry, audits, tracking, online policy posting, and coordination with internal teams to ensure accurate customer materials, claims setup, billing, and renewal calculations. This is a permanent, hybrid entry-level role in Waterloo, Ontario.

Manage advisor and client relationships for group benefits accounts, resolve complex administrative and claims inquiries, coordinate plan implementations and amendments, and partner with internal teams to deliver timely solutions. Conduct training for plan administrators, plan members, and advisor service teams on products, processes, and digital platforms. Support finalist presentations, communicate onboarding updates, and ensure accurate documentation and responsive service.

Analyzes and documents enterprise workflow automation requests, defines technical solutions with business and IT partners, prioritizes enhancements, identifies process improvements, and supports quality assurance testing. The role requires translating business needs into functional requirements, use cases, process flows, and reliable solutions while ensuring project standards, audit controls, and stakeholder expectations are met.

Develop and maintain automated testing frameworks, create test strategies and cases, perform manual and automated testing, analyze defects, and support production issue resolution. The role partners with technical teams to improve quality practices, processes, documentation, and continuous delivery while providing technical guidance to peers and end users.

Set up and maintain group benefit plans in BMS, including system configurations, plan documents, contracts, and member booklets. Audit implementations and plan changes, provide feedback, support system and regression testing, and update the Telus Tandem system for accurate drug claim payments. The role also contributes to process documentation and requires strong communication, customer service, multitasking, teamwork, and group benefits knowledge.

Leads insurance sales and business development for the WFG advisor channel. Builds relationships with independent insurance advisors, manages productive partnerships, meets sales targets, provides case consultation and product support, and delivers presentations and seminars. The role requires financial industry and life insurance experience, sales management expertise, professional communication, negotiation, organization, travel, and occasional evening or weekend work.

Owns underwriting for complex ultra-high-net-worth insurance cases up to $200M, evaluating medical, legal, personal, and financial risks. The role delivers client-focused decisions, negotiates with reinsurers and partners, manages retention and compliance considerations, monitors industry trends, and mentors underwriters. It requires advanced markets expertise, strong analytical judgment, communication, relationship-building, and leadership skills.

Owns underwriting for complex ultra-high-net-worth insurance cases up to $200M, evaluating medical, legal, personal, and financial risks. The role delivers client-focused underwriting decisions, negotiates with reinsurers and partners, manages retention, monitors industry trends, and collaborates with compliance, claims, legal, and operations. It also mentors underwriters, shares technical expertise, and supports senior leadership on advanced markets strategy and risk management.

Leads a portfolio of strategic initiatives within Individual Insurance, overseeing interconnected projects, budgets, risks, vendors, reporting, and business outcomes. Manages and develops Project Managers and Business Analysts while coordinating cross-functional teams and influencing executives, technical leaders, external partners, and stakeholders.

Leads business development and account management for World Financial Group insurance advisors. Builds advisor relationships, provides life and health insurance case consultation, supports product and marketing activities, delivers presentations, and achieves sales and relationship targets. The role is home-based in Quebec, requires bilingual English and French communication, approximately 20% international travel, occasional evenings and weekends, and a valid driver’s license and vehicle.