The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect.

As an Operational Efficiency Analyst, you will lead strategic initiatives to enhance client and partner experiences by redesigning processes, improving reporting, and delivering data-driven insights. You’ll apply methodologies like Lean Six Sigma to identify opportunities, implement solutions, and drive measurable improvements in operational performance. This role plays a key part in modernizing systems and supporting business leaders with impactful analytics and process transformation.

Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

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: Identify, own, and implement initiatives that improve operational processes, sometimes from initial opportunity identification through to sustained benefits realization to increase quality and client value

Consult with management on business needs, opportunities, and operational effectiveness, with recommended solutions for process improvements

Conduct in-depth process analysis and propose how existing processes can be transformed through automation and digitization, leveraging Microsoft Visio to map both current and future state processes





Develop and implement the change management plan as part of process redesign initiatives

Consults and coordinates with stakeholders to design and map business processes and procedures

Defines requirements for new or enhanced process changes, ensuring client needs are central to design solutions

Work in partnership with Operations to ensure successful implementation of improved or new processes and procedures

Perform analysis of operational data insights and identify potential opportunities for operational improvements

Own all aspects of process redesign initiatives – from opportunity identification to creation of new processes and implementation

Apply process analysis, improvement, and reengineering methodologies and principles to create a strategy and plan for modernization projects

Develop and execute process redesign implementation plans, leading and coaching business teams through implementation to ensure strong change management

Provide regular updates to leadership on the status of initiatives and quantified savings achieved

Build and implement tools (i.e. dashboards and reporting) to support the operational processes What you’ll bring: 3-5 years of experience with process redesign initiatives, using formal process improvement methodologies

University degree in Finance, Computer Science, Data Management, Business Administration, Mathematics, or related field, or equivalent combination of education and work experience

3+ years of demonstrated quantitative analysis, data management techniques, data engineering techniques and processes, preferably in insurance





Fundamental knowledge of the project management life cycle and change management principles for planning requirements, design, communication, implementation, and evaluation

Demonstrated ability to apply process analysis, improvement, and reengineering methodologies and principles to identify and implement initiatives to improve operational processes through simplification and automation

Proven ability to manage stakeholder relationships, from executives to individual contributors

Strategic mindset with the ability to prioritize business needs and determine the complexity of the process change

Lean Six Sigma Green Belt certification as a minimum, with commitment to work toward Black Belt certification

Proficient in use of Visio or similar process mapping software applications

Highly proficient in developing solutions with Microsoft Power Platform applications, including Power BI PowerApps, and Flow 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. 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. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive perks.

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: Manager, Operations EnablementDepartment: Individual Wealth Term: Permanent Full-Time

📌 Operational Efficiency Analyst (Waterloo)
🏢 Equitable
📍 Waterloo