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Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
…relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business…
Added 1 min ago
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Personal Finance Advisor
Desjardins
Sainte-Julienne, QC
- Full-time
…solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive…
Added 1 min ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
Exceptional client service skills, providing a professional and respectful experience
Added 1 min ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
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Financial Services Representative II
CIBC
Vaughan, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 2 mins ago
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Universal Banker I
CIBC
Oakville, ON
- Full-time
…meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and…
Added 16 mins ago
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Sales Leader
Manulife
Toronto, ON
- Full-time
…an opportunity to coach talented consultants and influence client retention, asset growth, and exceptional member experiences. Reporting to the Head of Transition Solutions, you will lead,…
Added 17 mins ago
SC
Customer Rebate Sales Analyst (18 months contract)
Staples Canada
Canada
- Full-time
Minimum of five (5) years’ experience in accounting, customer service, client services required: or an equivalent combination of training, education and experience. Strong knowledge of…
Added 17 mins ago
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Regional Operations Manager, Cleaning Services
BGIS
Calgary, AB
- Part-time
Will be require to work with multiple Client accounts
Added 31 mins ago
MN
Citizen Support Worker
Métis Nation-Saskatchewan
Beauval, SK
- Part-time
As a Ma Faamii team member, develop a comprehensive provincial inventory of support services available to address client’s needs.
Added 31 mins ago
UC
Admission Assistant, Operations & Experience
Upper Canada College
Toronto, ON
- $46,352 to $60,837 CAD / year
- Full-time
…co-curricular programming, and state-of-the-art facilities. The UCC experience is underpinned by five core values: learning, pluralism, service, community, and wellbeing. Among its…
Added 31 mins ago
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Senior Surety Representative
Gallagher
Victoria, BC
- $88,000 to $138,000 USD / year
- Full-time
We are seeking an accomplished Senior Surety Representative to join our Victoria Surety team. This senior-level opportunity is ideal for an experienced surety professional who brings strong…
Added 31 mins ago
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Privacy and Health Information Coordinator
Grandview Kids
Ajax, ON
- Contract
Responding to families and legal representative requests (including requests for staff attendance as witness with the client record)
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HR Business Partner
TransLink
Vancouver, BC · Greater Vancouver, BC
- $84,480 to $126,720 CAD / year
- Full-time
The Human Resources (HR) Business Partner acts as a strategic partner and trusted advisor to assigned client groups, providing consultation, advice, and coaching to business leaders and…
Added 31 mins ago
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Customer Support Specialist
Stingray
Montreal, QC
- Full-time
Deliver a dynamic and personalized multichannel customer experience (phone and email), ensuring that Service Level Agreements are met and maintained;
Added 32 mins ago
Social Worker Degree
HealthCareersInSask.ca
Saskatoon, SK
…planning, consultation, preparation of reports, data collection and client, family and public education. "Preference for this position will be given to HSAS members in accordance with the…
Added 32 mins ago
Retail Sales Representative - Vaughan
Encore
Vaughan, ON
The Opportunity: RETAIL SALES REPRESENTATIVE - VAUGHAN
Added 32 mins ago
Retail Sales Representative - Toronto
Encore
Toronto, ON
The Opportunity: RETAIL SALES REPRESENTATIVE - Toronto
Added 32 mins ago
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Sales Development Representative
Aerotek
Calgary, AB
- Other
The Sales Development Representative is responsible for learning the fundamentals of recruiting and the fundamentals of sales, including prospecting, client engagement, req qualification…
Added 32 mins ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets…
Added 47 mins ago
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Western Canada Aquatic Discipline Lead
AECOM
Kelowna, BC · Burnaby, British Columbia
- $120,000 to $160,000 CAD / year
- Full-time
Build and maintain strong client relationships, acting as a senior technical representative for AECOM
Added 1 hour ago
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Community Health Representative
Trimark People Solutions
Alert Bay, BC
- Full-time
The Community Health Representative plays an important role in supporting community health programs through client engagement, health education, clinic coordination, community outreach, and…
Added 1 hour ago
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Customer Service Representatives - Personal Lines - RIBO Licensed
InsureLine Brokers (Enterprise) Inc
Pickering, ON
- Full-time
…work in a collaborative environment that values integrity, client advocacy, and clear communication. The organization is committed to helping clients understand their coverage options and…
Added 1 hour ago
GR
Business Development Representative
Goldbeck Recruiting
Delta, BC
- Full-time
For their Delta, BC office they are looking for a Business Development Representative who will be responsible for driving sales, acquiring new clients, and expanding our client’s market…
Added 1 hour ago
Client Care Representative
Equitable
Waterloo, ON
Previous experience in a phone-based client care/service role is required

Equitable

Client Care Representative

Waterloo, ON, Canada

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Job details

Posting language: English
Posted: Oct 27, 2026

Original 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.

At Equitable, our Client Care Representatives are subject matter experts and can quickly answer questions and resolve different problems for our clients. We provide you with extensive training to ensure that you are equipped with the knowledge to assist and educate our clients with their varying needs, without having to sell them on a solution – that’s right, none of that dreaded upselling! Here at Equitable, we ensure that some of your time is spent away from the phones. This time allows for side projects and other initiatives that can bring tremendous growth to our organization.

Join one of the region’s top employers and be part of something that truly makes a difference.

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: The Client Care Representatives are our brand ambassadors, providing excellent client service to internal and external clients (our clients, advisors, and our regional sales and service offices).

You will also have the opportunity to work closely with other departments and learn about what they do as you work with them to resolve inquiries.

What you’ll bring:

Previous experience in a phone-based client care/service role is required
Previous experience in an insurance company or investment knowledge is an asset
Superior interpersonal skills to manage relationships with internal and external clients
Excellent listening skills to facilitate positive outcomes with inquiries and irate callers
Ability to handle high stress levels in a fast-paced production environment

Excellent verbal and written communication skills

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

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 careers@equitable.ca. We’re happy to help.

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. This position is open and we are excited to find the right person to join our team. Your base pay will be based on your skills, qualifications, experience and education.

At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.

As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.

Reports To: Supervisor, Client Care Centre
Department: Individual Wealth
Term: Permanent Full-Time
Schedule: 10:00AM ET to 6:00PM ET (please note: our Client Care Centre is open from 8:30AM ET to 7:30PM ET. Shift requirements may change based on business need)
Start Date: January 4, 2027 (please note: a six-week training program will be required upon completion of our Equitable Orientation program)

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More about this job

Responsibilities

The Client Care Representative acts as a brand ambassador by providing excellent service to internal and external clients, including advisors and regional offices. They are responsible for resolving inquiries and collaborating with other departments to assist and educate clients on their needs.

Requirements

Candidates must have previous experience in a phone-based client care or service role. Strong interpersonal and listening skills are required to manage relationships and handle inquiries in a fast-paced environment.

Skills

Client service
Communication
Interpersonal skills
Listening skills
Problem solving
Insurance knowledge
Investment knowledge
Relationship management
Conflict resolution
Time management

Benefits

Incentive pay
Annual salary reviews
Employer-paid benefits
Pension matching
Vacation
Paid volunteer day
Learning sessions
Development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Client Care
Insurance
Investment
Customer Service
Hybrid
Wealth Management
Relationship Management
Inquiry Resolution
Communication
Professional Development
Pension
Incentive Pay
Waterloo
Brand Ambassador
Individual Wealth

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