Equitable Life of Canada – Client Care Representative – Bilingual (English/French) – Ottawa, ON

Company: Equitable Life of Canada

Location: Ottawa, ON

Expected salary:

Job date: Wed, 02 Jul 2025 05:27:08 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Client Care Representative – Bilingual (English/French)
Reports To: Manager, Group Client Care Centre
Department: Group Client Care Centre
Term: Permanent Full-Time
Location: Ottawa
Schedule: Monday to Friday, 11:00 AM to 7:00 PM ET
Start Date: August 18 or September 2, 2025 (please note: a six-week training program will be required upon completion of our EQ Orientation program)Work Arrangements: 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.The Opportunity: At Equitable, our Client Care Representatives are subject matter experts in all aspects of our Health and Dental products and can quickly answer questions and resolve different problems for our customers.We provide you with extensive training to ensure that you are equipped with the knowledge to assist and educate our clients with their varying needs, without having to sell them on a solution – that’s right, none of that dreaded upselling!Here at Equitable, we ensure that some of your time is spent away from the phones. This time allows for side projects and other initiatives that can bring tremendous growth to our organization.What you will be doing: The Client Care Representatives are our brand ambassador, providing excellent customer service to internal and external customers (our plan members, medical providers, and our regional sales and service offices). You’ll take ownership for effectively resolving health and dental related inquiries using a thorough knowledge of group benefits and by demonstrating your expertise and accountability. While most of the time is spent handling incoming telephone calls, you will also respond to email inquiries.You will also have the opportunity to use your investigative skills to work with the Fraud Investigations team by referring suspicious claims and alerting the department to any potential fraud-related findings.What you will bring:

  • Fluency in both French and English is required for this position, including the ability to speak, read, and write proficiently in both languages
  • Previous experience in a phone-based customer service role is required
  • Previous experience in an insurance company, group benefits role, or a related medical field is preferred
  • Superior interpersonal skills to manage relationships with internal and external clients
  • Excellent listening skills to facilitate positive outcomes with inquiries and difficult callers
  • Ability to handle high stress levels in a fast-paced production environment
  • Excellent verbal and written communication skills

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

How do I apply? * Select Apply Now at the bottom of the page and apply to the role through our careersite.

  • Complete your PLUM profile

and complete the Plum Discovery Survey. (Please note that priority will be given to applicants who complete the survey)As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Client Relationship Specialist – Implementation – Toronto, ON

Company: Equitable Life of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 09 Jul 2025 03:28:19 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Client Relationship Specialist – Implementation
Reports To: Client Experience
Department: Group
Term: Permanent Full-TimeWork Arrangements: 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.The Opportunity: Equitable is growing! We are looking for a Client Relationship Specialist – Implementation to join our Group team! The overall purpose of this role is to ingest the client’s Group Benefits requirements from either the Advisor or the client directly and transforms into Equitable’s required format for the issue team to install from the very first sale to every amendment after than. This requires an in-depth knowledge of not only Equitable’s product catalogue but an expertise understanding of our competition’s product offerings; ensure accuracy and completeness of documents so internal teams can complete required tasks within published turn-around times; guarantee superior service that not only meets but exceeds client expectations and cultivates long term trust and satisfaction; support the Group Account Executives (GAE) in their management of advisor relationships by working closely with the advisor and their service teams; the Client Relationship Specialist (CRS) provides training and demos for the various Equitable platforms. (Plan Admin, Plan Member and Advisor sites, and mobile app) and works alongside the Group Service Representative to ensure responsive service standards are maintained. Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!What you will be doing:

  • Proactively connect with clients via phone or in person to ensure client needs and expectations are being met. CRS’ survey clients how satisfied they are with key processes and Equitable overall and take ownership for any concerns identified. If needed, the CRS will put a plan in place to try to improve the experience for the client including other departments as necessary.
  • Serve as the primary contact for advisors and new clients during the onboarding process.
  • Guide clients through plan set up, ensuring all documentation and enrollment processes are completed with accuracy and in a timely manner.
  • Provide detailed timelines, track milestones and monitor overall progress to ensure established due dates are met. Identify and reduce potential delays in the onboarding process.
  • Regularly communicate with clients to address questions, mitigate any concerns, and provide updates on the onboarding process.
  • Work in partnership with internal teams (Underwriting, Group Benefits Administration, Claims, etc.) to ensure client questions are answered, and the client’s needs are communicated.
  • Conduct Plan Member sessions to familiarize plan members with Equitable claims and administration platforms, as well as their new benefits plan
  • Introduce members of the greater service team that will also partner to provide on-going service
  • Participate in finalist presentations.
  • Support other team members as required to meet overall goals and balance workloads.
  • Provide expertise on projects related to improving regional service and relationships.
  • Assist in the process of data collections, efforts to improve processes, or to make processes consistent between regional offices.
  • Meet targets for client contact while adhering to turnaround standards, meeting acceptable quality rates and transactional goals. Provide statistical information as necessary. Scorecards will identify individual standards and measurements.
  • Assessment and decisions on case specific Administrative and Claim Exception requests that include an element of risk (as outlined in the process documentation)
  • The risk assessment, analysis, acceptance of risk for all sizes, complexities and funding arrangements for new issues submitted to Head Office.

What you will bring:

  • Superior analytical, organizational, time-management, problem solving accuracy and decision-making skills.
  • Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing.
  • Exceptional presentation and training skills.
  • Comprehensive understanding of group insurance and the ability to understand Equitable processes. The Client Relationship Specialist needs to understand Equitable products and contracts along with the appropriate provincial health plans, and relevant federal / provincial legislation. The CRS needs to understand risk and needs a working knowledge of every group department and their impact on clients.
  • Able to prioritize work in a fast-paced environment with tight deadlines and changing priorities.
  • Requires flexibility to travel with a reliable vehicle.
  • Solid understanding of Word, Excel, PowerPoint, Outlook, and an ability to learn and apply new system applications.
  • 3-5 years of Group benefits knowledge and experience; including solid knowledge of group products, risk assessment and pricing methodologies.
  • Certified Employee Benefit Specialist (GBA) designation an asset.
  • Bilingual, French and English is an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Client Relationship Specialist – Implementation – Ottawa, ON

Company: Equitable Life of Canada

Location: Ottawa, ON

Expected salary:

Job date: Wed, 09 Jul 2025 04:22:35 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Client Relationship Specialist – Implementation
Reports To: Client Experience
Department: Group
Term: Permanent Full-TimeWork Arrangements: 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.The Opportunity: Equitable is growing! We are looking for a Client Relationship Specialist – Implementation to join our Group team! The overall purpose of this role is to ingest the client’s Group Benefits requirements from either the Advisor or the client directly and transforms into Equitable’s required format for the issue team to install from the very first sale to every amendment after than. This requires an in-depth knowledge of not only Equitable’s product catalogue but an expertise understanding of our competition’s product offerings; ensure accuracy and completeness of documents so internal teams can complete required tasks within published turn-around times; guarantee superior service that not only meets but exceeds client expectations and cultivates long term trust and satisfaction; support the Group Account Executives (GAE) in their management of advisor relationships by working closely with the advisor and their service teams; the Client Relationship Specialist (CRS) provides training and demos for the various Equitable platforms. (Plan Admin, Plan Member and Advisor sites, and mobile app) and works alongside the Group Service Representative to ensure responsive service standards are maintained. Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!What you will be doing:

  • Proactively connect with clients via phone or in person to ensure client needs and expectations are being met. CRS’ survey clients how satisfied they are with key processes and Equitable overall and take ownership for any concerns identified. If needed, the CRS will put a plan in place to try to improve the experience for the client including other departments as necessary.
  • Serve as the primary contact for advisors and new clients during the onboarding process.
  • Guide clients through plan set up, ensuring all documentation and enrollment processes are completed with accuracy and in a timely manner.
  • Provide detailed timelines, track milestones and monitor overall progress to ensure established due dates are met. Identify and reduce potential delays in the onboarding process.
  • Regularly communicate with clients to address questions, mitigate any concerns, and provide updates on the onboarding process.
  • Work in partnership with internal teams (Underwriting, Group Benefits Administration, Claims, etc.) to ensure client questions are answered, and the client’s needs are communicated.
  • Conduct Plan Member sessions to familiarize plan members with Equitable claims and administration platforms, as well as their new benefits plan
  • Introduce members of the greater service team that will also partner to provide on-going service
  • Participate in finalist presentations.
  • Support other team members as required to meet overall goals and balance workloads.
  • Provide expertise on projects related to improving regional service and relationships.
  • Assist in the process of data collections, efforts to improve processes, or to make processes consistent between regional offices.
  • Meet targets for client contact while adhering to turnaround standards, meeting acceptable quality rates and transactional goals. Provide statistical information as necessary. Scorecards will identify individual standards and measurements.
  • Assessment and decisions on case specific Administrative and Claim Exception requests that include an element of risk (as outlined in the process documentation)
  • The risk assessment, analysis, acceptance of risk for all sizes, complexities and funding arrangements for new issues submitted to Head Office.

What you will bring:

  • Superior analytical, organizational, time-management, problem solving accuracy and decision-making skills.
  • Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing.
  • Exceptional presentation and training skills.
  • Comprehensive understanding of group insurance and the ability to understand Equitable processes. The Client Relationship Specialist needs to understand Equitable products and contracts along with the appropriate provincial health plans, and relevant federal / provincial legislation. The CRS needs to understand risk and needs a working knowledge of every group department and their impact on clients.
  • Able to prioritize work in a fast-paced environment with tight deadlines and changing priorities.
  • Requires flexibility to travel with a reliable vehicle.
  • Solid understanding of Word, Excel, PowerPoint, Outlook, and an ability to learn and apply new system applications.
  • 3-5 years of Group benefits knowledge and experience; including solid knowledge of group products, risk assessment and pricing methodologies.
  • Certified Employee Benefit Specialist (GBA) designation an asset.
  • Bilingual, French and English is an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Client Care Representative – Bilingual (French/English) – Ottawa, ON

Company: Equitable Life of Canada

Location: Ottawa, ON

Expected salary:

Job date: Sun, 29 Jun 2025 01:28:04 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Client Care Representative – Bilingual (French/English)
Reports To: Manager, Client Care Centre
Department: Individual
Term: Permanent Full Time
Schedule: 8 hour rotating shift between the hours of 8:30am ET and 7:30pm ET
Location: Ottawa and surrounding areas
Start Date: September 2, 2025 (please note: a six-week training program will be required upon completion of our EQ Orientation program)Work Arrangements: 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.The Opportunity: At Equitable, our driving factor is excellent client service – not how long each interaction takes. you will work in an environment where people are valued and where putting the client first is the only way we do business.Our Client Care Representatives are subject matter experts in all aspects of our Individual Life and Critical Illness products and can quickly answer questions over the phone and resolve different problems for our customers. We provide you with extensive training to ensure that you are equipped with the knowledge to assist and educate our clients with their varying needs.Our company culture is critical to our success, and we take it seriously. From the first day, you’ll see we’re different! In Orientation, you’ll learn all about the company and the ways we’re connecting with each other and the communities we serve.Join a recognized service leader in the insurance industry today and one of Waterloo Area’s and Southwestern Ontario’s Top Employers!What you will be doing: The Client Care Representatives are our brand ambassadors, providing excellent client service to internal and external clients (our clients, advisors, and our regional sales and service offices). You’ll take ownership for effectively resolving life and critical illness insurance related inquiries using a thorough knowledge of the products and by demonstrating your expertise and accountability. While most of the time is spent handling incoming telephone calls, you may also respond to email inquiries.You will also have the opportunity to work closely with other departments and learn about what they do as you work with them to resolve inquiries.What you will bring:

  • Previous experience in a phone-based client care/service role is required
  • French language skills, including reading, writing, and speaking, are required
  • Previous experience in an insurance company, or a related medical field is an asset
  • Superior interpersonal skills to manage relationships with internal and external clients
  • Excellent listening skills to facilitate positive outcomes with inquiries and irate callers
  • Ability to handle high stress levels in a fast-paced production environment
  • Excellent verbal and written communication skills

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)
  • Complete an assessment and/or testing

How do I apply? * Select Apply Now at the bottom of the page and apply to the role through our careersite.

  • Complete your PLUM profile

and complete the Plum Discovery Survey.This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Director of Key Accounts – Waterloo, ON

Company: Equitable Life of Canada

Location: Waterloo, ON

Expected salary:

Job date: Fri, 20 Jun 2025 06:50:55 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Director of Key Accounts
Reports To: National Distributor & Industry Engagement, Vice President
Department: Individual
Term: Permanent Full TimeWork Arrangements: 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, on an as needed basis. Sales related roles may be required to travel based on the assignment.The Opportunity: Equitable is growing! The Director of Key Accounts is a highly influential distribution individual with exceptional relationships internally and most importantly, externally. The incumbent will be accountable for key strategic relationship for select distributors and advisors who have aligned a significant portion of their business model with Equitable. Reporting to the National VP Distributor & Advisor Engagement, this role will build and maintain key relationships with select distributors and advisors to achieve growth targets and Divisional insurance sales targets. Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!What you will be doing:

  • Design and implement strategies to ensure retention and growth initiatives with key accounts.
  • Key relationship management for select distributors and/or advisors to ensure retention and growth.
  • Ensure excellence in communication between assigned firms and advisors with Equitable head office partners. Working with operations and underwriting to develop and support any unique service model requirements for Specialty Partnerships.
  • Build, understand, and enhance our MGA advisor loyalty through research and collaboration.
  • Partner with National VP Wholesaler Development and Advisor Engagement to ensure excellence in wholesaling value.
  • Regular business reviews and select distribution partners.
  • Working with sales, marketing, product, operations and underwriting to ensure field readiness for all changes and new initiatives to specialty partnerships.
  • Develop & coordinate effective communication strategies.
  • Distributor reporting needs and information packages.
  • Manage MGA Marketing Allowance programs where applicable.
  • Manage sponsorship and financial support requirements where applicable..
  • Represent Equitable at various industry conferences and events including but not limited to small group discussions, large scale podium presentations, social media and various industry platforms.
  • Collaborate and leverage across Individual insurance including Product, Underwriting, Pricing, Operations, Finance, Technology, Marketing & Compliance.
  • Partner with S&R and Group Insurance as required.

What you will bring:

  • 8-10 years of proven field experience in sales, ideally within the MGA or insurance distribution space
  • A desire for new challenges and career growth
  • A proactive mindset, ready to embrace expanded responsibilities
  • A strategic understanding of the market landscape and client needs
  • Ideally situated in Southern Ontario

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Includes variable pay opportunities
  • Annual vacation allowance, and company-paid benefits program
  • Car allowance and work travel expense program
  • Immediate enrollment into the company’s pension program with employer matching
  • Discounts on company products and service and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Group Long Term Disability Claims Specialist A Home Office – Ottawa, ON

Company: Equitable Life of Canada

Location: Ottawa, ON

Expected salary:

Job date: Sun, 11 May 2025 03:20:07 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Group Long Term Disability Claims Specialist
Reports To: Manager, Life & Disability Claims
Department: Group Life & Disability Claims
Term: Permanent Full-Time
Start Date: June 23, 2025Work Arrangements: 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.
The Opportunity: If you love helping people and have a passion for delivering exceptional customer service, you’d be a great fit for our team. That’s because at Equitable, we believe in providing personalized service and support to our plan sponsors and plan members.Our plan sponsors rely on us to deliver creative solutions as we help their staff in their recovery and return to work from an injury or illness. If you have experience in disability adjudication or in a related disability or mental health profession and you want to have a positive impact on the lives of our plan members, we want you to join our company.We’re looking for a polished communicator and decision maker who can develop creative solutions to complex problems, someone who is empathetic and has a natural service orientation, who is a collaborator that can work with others towards a common goal. If that’s you, why not explore a career as a Disability Claims Specialist at one of Waterloo Area and Southwestern Ontario’s Top Employers for 2024?What you will be doing:

  • Analyze medical, functional, employment and contractual Information in order to make timely and accurate decisions on Long Term Disability (LTD) claims
  • Continually manage open LTD claims using proficient problem solving and analytical skills and creating opportunities for timely resolution of the claim
  • Calculate benefits payable and make adjustments as required throughout the course of the LTD claims. (i.e. offset for rehabilitation earnings and CPP Disability Benefits and calculating overpayments, etc.)
  • Identify and implement cost effective case management tools to assist disabled employees (e.g. Rehabilitation Intervention, Functional Abilities Evaluations, Independent Medical Examinations, Medical Consultant Referrals)
  • Provide superior written and verbal customer service with accuracy and maintain well-documented, clear and concise files
  • Frequently communicate with plan sponsors, plan members, advisors, Group Marketing Managers, medical professionals, legal professionals
  • Actively participate in client meetings
  • Professionally communicate with and show empathy to our clients over the phone and email (many are going through extremely difficult periods of their lives and communications may be emotionally charged)
  • Utilize key problem-solving skills to make tough decisions on claims, clearly communicating these decisions with the client in a way that is easy to understand
  • Showcase conflict resolution skills to de-escalate situations with unsatisfied clients

What you will bring:

  • Proficient English, spoken and written, is required
  • 2+ years’ STD and/or LTD claims management experience
  • University degree or College Diploma preferred in health-related or disability management field (i.e. nursing, occupational therapy, kinesiology, psychology, social services, occupational health etc.) or experience adjudicating disability claims
  • Thorough knowledge of insurance operations
  • Passion for problem-solving and thorough knowledge of insurance operations
  • Complex knowledge of various group contracts would be helpful
  • Computer literacy skills
  • Effective negotiating and conflict management skills
  • Excellent interpersonal and strong customer service skills
  • Mathematical and analytical skills
  • Demonstrated conflict management and professional de-escalation skills
  • Deep-rooted personal boundaries and time management, with the ability to balance various priorities coming in at once
  • Ability to break down difficult to understand concepts/decisions and explain in a way that is easy to understand for the client
  • Proven ability to succeed in a dynamic environment with changing priorities
  • Bilingual written and spoken, English/ French, would be an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • A company subsidized cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

How do I apply?

  • Select Apply Now at the bottom of the page and apply to the role through our careersite.
  • Complete your PLUM profile

and complete the Plum Discovery Survey. (Please note that priority will be given to applicants who complete the survey)As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Insurance Sales Director – Toronto, ON

Company: Equitable Life of Canada

Location: Toronto, ON

Expected salary:

Job date: Wed, 14 May 2025 07:05:52 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title:​ ​Insurance Sales Director​
​Reports To:​ ​National VP Wholesaler Development & Advisor Engagement​
​Department:​ ​Individual Sales​
​Term:​ ​Permanent Full-Time​
Location: Toronto​​Work Arrangements: 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. ​​The Opportunity: ​Equitable is growing! We are looking for an Insurance Sales Director to join our Individual Sales team! The Insurance Sales Director is a critical sales role within our Individual Life and Health Insurance division. In this role you will be responsible for business development and account management in the MGA channel. This will include providing educational presentations, case consultation, sales strategies, product and marketing support to drive sales for the Individual Insurance division of Equitable. Are you driven, proactive and have a passion for Insurance Sales? We want to hear from you! Now is an exciting time to join one of the Waterloo Area’s Top Employer for 2025 and Southwestern Ontario’s Top Employers for 2024!​What you will be doing:​

  • ​​Develop and maintain strong relationships with insurance licensed advisors.
  • ​Meet or exceed sales targets and the number of productive advisor relationships for the Insurance product line (Universal Life, Whole Life, Term and CI).
  • ​Build relationships with producers through 1 on 1 meetings both over zoom and in person, seminars, and case consultation
  • ​Deliver presentations to small and large groups of Advisors and distributors

​​​What you will bring:​

  • ​​Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
  • ​Current Life License is a strong asset.
  • ​Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in a life insurance environment
  • ​Previous sales and sales management experience required
  • ​Valid driver’s license and well-maintained vehicle required
  • ​Excellent negotiation skills
  • ​Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
  • ​Superior time management and organizational skills
  • ​Highly developed interpersonal, analytical and presentation (written and oral) skills
  • ​Ability to work varying schedules (including evenings and weekends), travel; including International, travel may comprise up to 65% of the role ​

What’s in it for you:

  • A high-performance and rewarding culture and experience
  • Includes variable pay opportunities
  • Annual vacation time, and company-paid benefits program
  • Car allowance and work travel expense program
  • Immediate enrollment into the company’s pension program with employer matching
  • Discounts on company products and service and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

​​As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Underwriter, Senior – Ontario

Company: Equitable Life of Canada

Location: Ontario

Expected salary:

Job date: Fri, 02 May 2025 22:50:39 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Underwriter, Senior
Reports To: Manager, Underwriting
Department: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: 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.The Opportunity: Equitable is looking for a Senior Underwriter to join our Individual Insurance team! The Senior Underwriter plays a key role in risk assessment for both life and critical illness products. This position is critical to Equitable success and is a great opportunity to work at one of Waterloo Region’s Top Employers while developing skills for the future.What you will be doing:

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors
  • Consistently provide a superior quality of work
  • Manage volumes of daily work independently to ensure service standards are met
  • Provide a first-class client experience
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Contribute to continuous enhancement of underwriting processes and procedures
  • Provide mentorship to other underwriters, offering guidance and sharing your expertise

What you will bring:

  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Excellent analytical and problem solving abilities
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Excellent relationship skills – proactive and service-oriented is key!
  • 3+ years of demonstrated professional experience as a Life and Critical Illness Underwriter
  • FLMI / FALU designation or currently working towards
  • Commitment to continuous learning and participation in education enhancement to remain current with medical knowledge and industry underwriting trends
  • Good knowledge of MS Office Suite

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Senior Underwriting Consultant – Large Case – Toronto, ON

Company: Equitable Life of Canada

Location: Toronto, ON

Expected salary:

Job date: Fri, 02 May 2025 23:16:53 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Senior Underwriting Consultant – Large CaseReports To: Director, Individual UnderwritingDepartment: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: 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.​​​The Opportunity: ​​ Equitable is growing and we are looking for a Senior Underwriting Consultant with large case experience. Our Underwriters assess life and critical illness products and contribute to specialized projects in both traditional and data-based underwriting. This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers.​What you will be doing:​

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors for affluent and high net worth Canadians
  • Provide mentorship, training and co-signing to other underwriters
  • Consistently maintain a high level of accountability in quality and quantity of work with favourable audit results
  • Ensure service standards are met both independently and working collaboratively with other Underwriters to ensure Team success
  • Provide a first-class client experience
  • Participate in traditional and data-based projects
  • Assess claims, rescissions and reinstatements
  • Prepare, present and lead development opportunities for our Distribution partners, colleagues, internal and external business partners
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Advocate for the continuous enhancement of the profession of underwriting
  • Stretching your risk-management skills and contributing to specialized projects in both traditional and data-based underwriting
  • Some travel may be required

​What you will bring:​

  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Excellent analytical and problem-solving abilities with a proactive mindset
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Owners’ mindset for meeting individual and team goals
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Fluency in using data as an underwriting tool or the willingness to learn
  • Overall curiosity in all that you do
  • College or University degree or equivalent experience
  • 5+ years of demonstrated professional experience as a Life and Critical Illness Underwriter with experience in the affluent and high net worth market
  • FLMI / FALU / CPU designation(s) or currently working towards them
  • Commitment to continuous learning and participation in education enhancement to remain current with medical knowledge and industry underwriting trends
  • Good knowledge of MS Office Suite
  • Bilingual in English, French, Cantonese, Mandarin is an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite, full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

​As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote

Equitable Life of Canada – Senior Underwriting Consultant – Large Case – Waterloo, ON

Company: Equitable Life of Canada

Location: Waterloo, ON

Expected salary:

Job date: Sat, 03 May 2025 00:32:41 GMT

Job description: At Equitable, we realize that your work life is not just about performing a job; it’s about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.Position Title: Senior Underwriting Consultant – Large CaseReports To: Director, Individual UnderwritingDepartment: Individual Underwriting
Term: Permanent Full-TimeWork Arrangements: 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.​​​The Opportunity: ​​ Equitable is growing and we are looking for a Senior Underwriting Consultant with large case experience. Our Underwriters assess life and critical illness products and contribute to specialized projects in both traditional and data-based underwriting. This position is critical to Equitable’s success and is a great opportunity to work at one of Waterloo Region’s Top Employers.​What you will be doing:​

  • Apply strong and holistic underwriting expertise in all areas of underwriting, including medical, financial and non-medical risk factors for affluent and high net worth Canadians
  • Provide mentorship, training and co-signing to other underwriters
  • Consistently maintain a high level of accountability in quality and quantity of work with favourable audit results
  • Ensure service standards are met both independently and working collaboratively with other Underwriters to ensure Team success
  • Provide a first-class client experience
  • Participate in traditional and data-based projects
  • Assess claims, rescissions and reinstatements
  • Prepare, present and lead development opportunities for our Distribution partners, colleagues, internal and external business partners
  • Comply with legislative requirements, consumer regulation and reinsurance treaties as they apply to privacy, disclosure and risk classification
  • Advocate for the continuous enhancement of the profession of underwriting
  • Stretching your risk-management skills and contributing to specialized projects in both traditional and data-based underwriting
  • Some travel may be required

​What you will bring:​

  • Superior technical knowledge in medical, financial, and non-medical underwriting
  • Excellent analytical and problem-solving abilities with a proactive mindset
  • Comfortable in a dynamic work environment with the flexibility to adapt to shifting priorities
  • Owners’ mindset for meeting individual and team goals
  • Strong reinsurance relationships with excellent negotiation skills
  • Strong communication skills, written and verbal
  • Fluency in using data as an underwriting tool or the willingness to learn
  • Overall curiosity in all that you do
  • College or University degree or equivalent experience
  • 5+ years of demonstrated professional experience as a Life and Critical Illness Underwriter with experience in the affluent and high net worth market
  • FLMI / FALU / CPU designation(s) or currently working towards them
  • Commitment to continuous learning and participation in education enhancement to remain current with medical knowledge and industry underwriting trends
  • Good knowledge of MS Office Suite
  • Bilingual in English, French, Cantonese, Mandarin is an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite, full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

​As part of the recruitment/offer process you will be required to:​

  • Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.To learn more about Equitable, we encourage you to explore our organization.At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at if you would like to receive our job postings in an alternative format or require an accommodation with the application process.#LI-Remote