The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative workplace wed love to hear from culture is built on care passion and curiosity. We put people above all else strive to be our best and welcome new ideas to deliver positive a member of the Individual Actuarial Inforce & Policy Tax team you will play a key role in supporting the administration of individual life policyholder taxation and inforce policy management. This position provides an opportunity to apply your analytical technical and problem-solving skills while serving as a subject matter expert on policyholder tax matters year-end tax reporting illustrations and complex inforce policy inquiries. You will work closely with internal and external stakeholders contributing to projects process improvements and operational excellence while helping ensure the integrity and compliance of policyholder tax calculations and illustration one of the regions top employers and be part of something that truly makes a 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 To: Director Individual Actuarial Inforce and Policy TaxDepartment: Individual Insurance Term:
Permanent Full-TimeWhat youll do:Support the administration of individual life policyholder taxation including year-end tax reporting tax slip preparation and policy illustrations Provide subject matter expertise on policyholder taxation and actuarial inforce policy management including participation in projects and business initiatives Respond to complex policyholder taxation and actuarial inforce policy inquiries from internal and external stakeholders Develop maintain and enhance tools and solutions that support actuarial inforce business operations and policyholder tax activities Ensure the accuracy and integrity of calculations rates and business rules within inforce illustration systems Review peer review and sign off on illustration software specifications system changes operational procedures and processes related to policyholder taxation and actuarial calculations Review and verify tax slips prior to distribution and ensure exempt test processes are applied appropriately across all inforce policies Assess operational processes identify potential risks or gaps and recommend improvements to strengthen controls and enhance efficiencyWhat youll bring:University degree preferably in Business Finance Accounting Actuarial Science or Mathematics Excellent analytical and problem-solving skills with the ability to assess complex policy and taxation scenarios Strong communication and interpersonal skills with the ability to effectively support and collaborate with a variety of stakeholders Strong negotiation collaboration and decision-making abilities Advanced knowledge of Microsoft Excel including VBA and solid experience working with SQL Solid knowledge of a programming language such as Python C or C Demonstrated ability to manage multiple priorities deadlines and stakeholder requests while maintaining a high level of accuracy Commitment to delivering exceptional service to both internal and external clients; knowledge of individual life and health products automation tools (e.g. PyAutoGUI Selenium) and/or an actuarial designation (ASA or ACIA) would be considered strong assets (exam support is not provided for this role)Whats in it for you: Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachWere 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 Were happy to help. If youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats included. This position is open and we are excited to find the right person to join our base pay will be based on your skills qualifications experience and education. At Equitable your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process but we believe that evaluating experience skills and talent potential requires meaningful human interaction. As part of our commitment to maintaining a secure and trusted workplace candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.