At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. Together, we create meaningful impact, for our clients, our communities, and each other. We’re a Canadian mutual company driven by purpose
- putting people first and helping Canadians protect today and prepare for tomorrow. Our culture is built on care, passion and curiosity. In this role, you will take case-level ownership of Advanced Markets files up to $200M, holistically assessing complex insurance structures, medical information, and financial scenarios to determine appropriate risk classifications. You will also serve as a mentor and informal leader within the Underwriting team, sharing expertise on advanced market cases and supporting the development and succession of critical technical knowledge. This position requires exceptional communication and case‑management skills, balancing a robust client‑focused approach with sound, risk‑appropriate underwriting decisions that maintain Equitable’s competitive position in the market. You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment. Underwrite complex UHNW cases by reviewing and analyzing medical, personal, legal, and financial information, assessing risks on applications with face amounts up to $200M. Deliver a high‑touch, concierge‑level experience to UHNW clients while ensuring underwriting decisions align with Equitable’s pricing and risk philosophy. Build and maintain exceptional relationships with Advisors, their teams, and external professionals such as family office and client service teams. Act as a steward of the UHNW business by identifying risks,



collaborating with senior leadership and technical experts, and ensuring solid risk assessment. Partner with the Technical Risk Team, Compliance, Claims, Legal, and Operations on complex cases and specialized underwriting considerations. Monitor industry trends and evolving underwriting practices, sharing insights and recommendations with the Chief Underwriter and senior leadership. Deeply understands the market, has awareness of trends and emerging risks, and brings forward recommendations, helping to maintain profitable mortality & morbidity experience Expertise in compliance, claims, rescission, fraud, and legal implications associated with underwriting Expert knowledge/experience in all aspects of risk assessment: medical, non‑medical, foreign travel, financial underwriting principals Delivers competitive underwriting decisions while balancing solid risk assessment Proficiency in assessing risk and applying guidelines in with exceptional analytical, judgement and problem‑solving skills Drive toward client‑focused outcomes with an ability to identify and appropriately mitigate risks in a multi‑market/segment business Has an entrepreneurial spirit and possess the communication skills and confidence to engage with senior level clients and colleagues Career Growth: Regular learning sessions and development opportunities Incentive pay, annual salary reviews, employer-paid benefits and pension matching Time Away: Competitive vacation plus one paid volunteer day each year If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.
We’re happy to help. 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 benefits. Underwriting and Claims Vice President Permanent Full-Time As part of the recruitment process, you will need to go through background screening, as per our company policy. #

📌 Advanced Markets Underwriting Director (Canada)
🏢 Equitable
📍 Canada