Found 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, communities, and each other.
Work Arrangements
This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two consecutive days every other week, plus a fifth day per month. If you prefer a higher in‑office presence it is welcome, though some roles may require more office time.
What you’ll do
- Administer and follow processes for all products including segregated funds, GIAs, and legacy products within our main systems related to Non‑Registered, Registered Retirement Savings Plans, Tax‑Free Savings Accounts and First Home Savings Accounts.
- Issue new policies, rollovers, switches, additional deposits, beneficiary ch...