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.

Equitable is growing! We are looking for a Training and Documentation Specialist to join our Individual Wealth Team! Our ideal new team member is a strong communicator who can develop and deliver comprehensive training material, someone who has sound knowledge and understanding of training concepts, and someone who is a collaborator that can work with others towards a common goal.

If that’s you, why not explore a career at 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:





- Responsible for the development and delivery of comprehensive and meaningful product, process, and technology training for the Individual Wealth line of business

- Develop training material and execute as required

- Perform analysis, develop, and maintain new/existing procedural documentation servicing the Individual Wealth line of business

- Responsible for continuing education and development through the identification of skill gaps, the development of job specific training modules for all employees and through ongoing research of new training tools and methodologies

What you’ll bring:

- Sound knowledge and understanding of training concepts and methodologies related to adult education

- Exceptional interpersonal, oral/written communication and presentation skills

- Proven experience in documentation and courseware preparation and delivery of interactive training sessions using a variety of methods (web-based/virtual training, classroom training, job aids, multimedia visual aids and reference materials)

- Comfortable managing and prioritizing multiple projects simultaneously and meeting deadlines with limited supervision in a fast-paced environment

- Proven experience of having worked successfully in a team
- A positive can-do attitude and customer focused approach to deal with challenging situations with integrity, empathy and sincerity





- Ability to perform in a constantly changing environment

- Comfortable with hardware tools (scanner/data projector etc.)

- Proficient in Microsoft Office applications

- University degree or equivalent combination of education and work experience

- FLMI and/or a certificate in adult education/learning would be an asset

- Prior industry experience would be an asset

- Prior experience working within a call center environment would be an asset

What’s in it for you:

- Career Growth: Regular learning sessions and development opportunities

- Total Rewards: Incentive pay, annual salary reviews, employer-paid perks 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

At Equitable, 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 [email protected]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education.

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.

Reports To: Head of Client Care Centre Training, Knowledge, and Development

Department: Client Care Centre

Term: Permanent Full-Time

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.

📌 Training and Documentation Specialist (Waterloo)
🏢 Equitable
📍 Waterloo