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 current 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 current 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.
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📌 Individual Wealth Administrator In Waterloo London
🏢 Dayforce HCM
📍 London