Manager, Individual Wealth Operations

Equitable • Waterloo, ON

7d • CA$81,000 - CA$121,000 • Hybrid

About The Position

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.
The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our 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 outcomes.
Join Equitable as a Manager, Individual Wealth Operations and play a key role in delivering an exceptional client and advisor experience while supporting the continued growth of our Individual Wealth business. This leadership opportunity combines operational excellence, people leadership, and strategic transformation, providing the chance to influence service delivery, streamline processes, and drive meaningful improvements across core wealth operations. The successful candidate will lead high-performing teams in a dynamic environment, balancing service, risk management, compliance, and operational efficiency while helping shape the future of Individual Wealth Operations.
Join one of the region’s top employers and be part of something that truly makes a difference.

Requirements

• Post-secondary education, preferably in Business Administration or a related field.
• Proven leadership experience with a strong track record of coaching, developing, and managing high-performing teams.
• Strong knowledge of Individual Wealth operations, products, services, and administrative processes.
• Detailed understanding of segregated funds, Guaranteed Interest Accounts (GIAs), annuities, and associated operational processes.
• Working knowledge of applicable systems, including VAX, Ingenium, Unitrax, or similar wealth administration platforms.
• Strong understanding of compliance requirements, regulatory authorities, risk management principles, and operational controls within a financial services environment.
• Demonstrated experience leading operational change, process improvement, digitization, and continuous improvement initiatives.
• Strong analytical, workforce planning, and performance management capabilities, with the ability to leverage operational data and metrics to drive results.
• Excellent problem-solving, decision-making, negotiation, and influencing skills in complex and time-sensitive environments.
• Strong communication and relationship-building skills with the ability to engage effectively with employees, leaders, and cross-functional stakeholders.
• Ability to balance multiple priorities, manage competing deadlines, and lead across diverse operational functions.
• Strong technical aptitude with the ability to understand systems, compliance requirements, taxation concepts, and operational processes.
• A client-focused, results-oriented mindset with a passion for service excellence, accountability, and continuous improvement.

Responsibilities

• Lead and oversee the day-to-day operations of Individual Wealth administrative functions, including new business administration, in-force administration, financial transactions, and claims processing.
• Drive service excellence by ensuring service, quality, productivity, and operational performance targets are achieved in a high-volume, fast-paced environment.
• Manage operational workflows, resource allocation, workforce planning, and capacity management to support business growth and service commitments.
• Lead, coach, and develop employees through effective performance management, talent development, employee engagement, and succession planning.
• Monitor operational performance metrics, identify trends and opportunities for improvement, and implement corrective actions to address service or productivity gaps.
• Ensure adherence to regulatory requirements, internal policies, operational controls, and risk management standards while maintaining strong governance practices.
• Assess operational risks, analyze complex exceptions, and make sound decisions to balance client service, compliance, and financial integrity.
• Lead and support operational change initiatives, including process improvement, digitization, and workflow optimization efforts.
• Partner with cross-functional teams to identify operational efficiencies, improve client and advisor experiences, and support strategic business objectives.
• Communicate operational priorities, results, and recommendations effectively to stakeholders at all levels of the organization.

Benefits

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.
• Discretionary annual incentive award tied to business performance
• Wide range of competitive benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree