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 solid 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 (Canada)
🏢 Dayforce HCM
📍 Canada