Become an Individual Wealth Administrator at Equitable in Waterloo, ON, a hybrid role focused on client service and transactions. Join a purpose-driven company dedicated to assisting Canadians. At Equitable, we prioritize collaboration and care. In this permanent full time position, you will manage Non-Registered and Registered Retirement accounts, focusing on new business and in-force transactions.

Key responsibilities include serving internal and external clients, processing service requests, and administrative operations with accuracy and detail. Key Responsibilities:

- Administer Non-Registered, RRSPs, and other account transactions
- Process new policies, beneficiary changes, and title changes
- Manage incoming service requests from clients




- Ensure accurate account reconciliations and transaction handling
- Participate in procedural improvements and project work

Requirements:

- Detail-oriented with strong organizational skills
- Experience in Individual Wealth industry practices
- Proficient in Excel and excellent communication skills
- College Diploma or equivalent experience
- Bilingual in French and English is an asset

Deliver exceptional client service while growing your expertise in wealth administration at Equitable.

📌 Individual Wealth Administrator in Waterloo (Ontario)
🏢 Dayforce HCM
📍 Ontario