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Equitable

Individual Wealth Administrator

Waterloo, ON, Canada

Posting language: English
Posted: Oct 2, 2026

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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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