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Added 23 mins ago
T
Senior Mongo DBA
TD
Toronto, ON · Mississauga, ON
- Full-time
The Senior Mongo Database Administrator is responsible for operational support, maintenance, and optimization of enterprise database platforms including Microsoft SQL Server and MongoDB.…
Added 25 mins ago
MUSEUM SITE COORDINATOR
City of Toronto
Toronto, ON
…communities, artists, vendors and City stakeholders. You will support the planning and delivery of festivals, cultural celebrations and other events, ensuring they align with museum's…
Added 40 mins ago
SC
Compliance Administrator
StellerVista Credit Union
Cranbrook, BC
- Full-time
…We are currently recruiting for the position of Compliance…
Added 40 mins ago
GD
Junior - Intermediate Payroll Administrator
General Dynamics Missions System International
Ottawa, ON
- Full-time
General Dynamics Mission Systems–Canada is currently hiring a Junior–Intermediate Payroll Administrator to join our Payroll team. We are looking for someone who thrives in a dynamic…
Added 53 mins ago
PI
Payroll Administrator
Pivotal Integrated HR Solutions
Oakville, ON
- $45,000 to $55,000 CAD / year
- Full-time
The Pivotal Payroll Administrator is an entry level position that manages a portfolio of clients across Canada, processing timely, accurate payroll while maintaining premium customer…
Added 55 mins ago
Procurement Administrator
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
PavCo is hiring a Procurement Administrator to join our team.
Added 55 mins ago
Procurement Administrator
BC Pavilion Corporation (owner and operator of BC Place and Vancouver Convention Centre)
Vancouver, BC
PavCo is hiring a Procurement Administrator to join our team.
Added 55 mins ago
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Senior Quality Management System (QMS) Quality Engineer
VitalBio
Oakville, ON
- Full-time
Support development, implementation, and continuous improvement of quality policies, procedures, and processes.
Added 1 hour ago
TC
Vice President, Fund Accounting - Private Assets (Quality Assurance)
The Citco Group Limited
Toronto, ON
- Full-time
…to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs.…
Added 1 hour ago
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Enterprise Cloud & Platform Engineer
Numeris
Toronto, ON
- Full-time
…experiences. We love what we do, enjoy each other’s company, and support initiatives to give back to our communities. We are looking for people to help us shape the future of Numeris, and…
Added 1 hour ago
AS
Service Coordinator / Administrator
Air Solutions Canada
Hamilton, ON · Waterdown, ON
- Full-time
The Service Coordinator/Administrator is a full-time, on-site role based in Dundas, ON. This position is responsible for scheduling and coordinating service calls, managing technician…
Added 1 hour ago
PC
Senior Claims Assessor
People Corporation
Winnipeg, MB · Ottawa, ON · MB - Coughlin Kenaston - Wpg
- Full-time
Mentor and support staff while resolving discrepancies and recommending measures to improve productivity and quality.
Added 1 hour ago
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Branch Supervision Administrator
BMO
Toronto, ON · FCP
- Full-time
As a Branch Supervision Administrator, you will partner with Branch Managers, Investment Advisors, and operational teams to oversee supervisory reviews, identify and resolve compliance…
Added 1 hour ago
GD
Junior - Intermediate Payroll Administrator
General Dynamics Mission Systems–Canada
Ottawa, ON
- Full-time
General Dynamics Mission Systems–Canada is currently hiring a Junior–Intermediate Payroll Administrator to join our Payroll team. We are looking for someone who thrives in a dynamic…
Added 1 hour ago
AI
Accounts Payable Administrator (6-month Contract)
Ainsworth Inc
Mississauga, ON
- Full-time
The Accounts Payable Administrator is responsible for accurately and efficiently processing invoices, payments, and employee expenses, ensuring timely vendor payments and maintaining…
Added 1 hour ago
SC
General Support Administrator
StellerVista Credit Union
Cranbrook, BC
- Full-time
…for. We are currently recruiting for the position of General Support…
Added 1 hour ago
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Safety Systems Analyst
FPS Food Process Solutions Corporation
Richmond, BC
- Full-time
…development, optimization and governance of technology solutions that support Corporate Safety…
Added 1 hour ago
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Safety Systems Analyst
FPS Food Process Solutions Corporation
Charlottetown, PE
- Full-time
…development, optimization and governance of technology solutions that support Corporate Safety…
Added 1 hour ago
T
Senior Mongo DBA
TD
Mississauga, ON
- Full-time
The Senior Mongo Database Administrator is responsible for operational support, maintenance, and optimization of enterprise database platforms including Microsoft SQL Server and MongoDB.…
Added 1 hour ago
CO
ASSOCIATE, PAYROLL & PENSION
City of Brampton
Brampton, ON
- Full-time
Reporting to the Supervisor, Payroll, responsible to support the Corporation’s payroll processing and pension administration programs. Provide assistance in set-up, maintenance,…
Added 1 hour ago
TC
Client & Creditor Liaison (Hybrid/Remote)
The Credit Counselling Society
New Westminster, BC
- Full-time
The starting salary for this role is $52,442 - $62,088, subject to geography, previous education and experience.
Added 2 hours ago
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Assistant Vice President - Investor Services
Waystone
Waterloo, ON
- Full-time
…innovation and digitisation, backed by the operational scale to support global…
Added 2 hours ago
R
Project Administrator II
RigUp
Toronto, ON · North York, ON
- Full-time
The Client is seeking a dedicated Project Administrator II to support Community and Indigenous Engagement initiatives across North York and Chatham operations. This role is instrumental in…
Added 2 hours ago
B
Sr. IT System & Network Administrator/Administrateur principal ou Administratrice principale, systèmes et réseaux TI
Bluberi
Drummondville, QC
- Full-time
The Sr. IT System & Network Administrator is expected to demonstrate strong leadership in cloud platforms, infrastructure as code, security best practices, and cross‑functional project…
Added 2 hours ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
…guided by four values. They shape how we make decisions, how we support one another, and how we show up for…

Equitable

Individual Wealth Administrator

Waterloo, ON, Canada

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Job details

Posting language: English
Posted: Oct 2, 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.

The Individual Wealth Administrator is responsible for the administration of new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts and First Home Savings Accounts, acting as the initial intake point (indexing), and handling emails and inbound calls to our Client Care Centre.

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:

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, Tax-Free Savings Accounts and First Home Savings Accounts
Issue new policies, rollovers, switches, additional deposits, beneficiary changes, title changes, surrenders and any other changes or transactions on new or existing client policies
Assess, process, and complete all administrative service requests from internal and external clients as it pertains to Individual Wealth products
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)
Provide excellent customer service to internal and external clients through written and verbal contact using plain language and in a spirit of partnership
Reconcile simple accounts by verifying ledger entries; investigate discrepancies, and ability to make basic corrections
Accurately handle requests within same day or otherwise specified service standard times
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
Participate in project work ranging from annual administrative projects (i.e. Verification of Annuity, Tax Free Savings Account discrepancy review, FATCA / CRS review, etc.) to key projects to support Individual Wealth department goals and objectives
Continued analysis of current procedures and identify / recommend procedural improvements, providing feedback and updates to procedures to ensure up to date information for processes
Participate in ongoing training and cross training functions to become proficient in all aspects of the role
Perform and record Root Cause Analysis (RCA) for errors found in quality audit
Adhere to daily entering of overtime and out of productivity measures

What you’ll bring:

Passion for delivering excellent client service
Commitment to detail and accuracy
Ability to prioritize and organize effectively to meet deadlines
Excellent verbal / written communication and interpersonal skills
Strong analytical and problem-solving skills
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.
Excellent PC skills, intermediate Excel skills
University degree, College Diploma in Business or equivalent work experience
Must be comfortable to work overtime during peak times and
Must be comfortable making outbound calls and receiving inbound calls
Fluency in both French and English is an asset for this position, including the ability to speak, read, and write proficiently in both languages

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, Individual Wealth Operations
Department: Individual Wealth
Term: Permanent Full-Time
Schedule: Availability between 9:00AM ET and 6:00PM ET

Start Date: December 2026

This 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.

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More about this job

Responsibilities

The Individual Wealth Administrator manages new business and in-force transactions for various wealth products while providing high-quality service to clients and advisors. Responsibilities include processing policy changes, reconciling accounts, and participating in administrative projects to support department goals.

Requirements

Candidates must possess a university degree or college diploma in business, along with strong analytical and PC skills, particularly in Excel. Prior experience in the wealth industry, including knowledge of regulatory requirements and compliance, is required.

Skills

Client service
Attention to detail
Analytical skills
Problem-solving
Excel
Communication
Interpersonal skills
Time management
Data entry
Account reconciliation
Regulatory compliance
Anti-money laundering
Transaction processing
Customer support

Benefits

Incentive pay
Annual salary reviews
Employer-paid benefits
Pension matching
Competitive vacation
Paid volunteer day
Employee wellness

Visa sponsorship

Not detected in the job text

Keywords

Wealth administration
Segregated funds
RRSP
TFSA
FHSA
OnBase
FATCA
CRS
Anti-money laundering
Client care
Transaction processing
Account reconciliation
Root cause analysis
Excel
Financial services
Compliance
Policy issuance
Data entry
Customer service
Administrative support

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