Jobs at Equitable

Administers new business and in-force transactions for individual wealth products, including registered and non-registered accounts. Processes policy changes, service requests, reconciliations, client communications, indexing, journal entries, quality reviews, and regulatory projects. Provides bilingual French-English support to advisors, policyholders, and internal teams while meeting service standards, identifying process improvements, and participating in training and cross-functional initiatives.

Assess mortality and financial risk for individual life insurance applications using medical, lifestyle, and financial information. Collaborate and negotiate with reinsurers, advisors, and internal partners on complex cases, including risks exceeding retention limits. Coach underwriters, communicate decisions clearly, and lead projects supporting operational excellence. Maintain underwriting quality, volume, continuing education, and professional development while consulting medical directors and reinsurers on unusual risks.

Leads insurance sales and business development for the WFG advisor channel. Builds relationships with independent insurance advisors, manages productive partnerships, meets sales targets, provides case consultation and product support, and delivers presentations and seminars. The role requires financial industry and life insurance experience, sales management expertise, professional communication, negotiation, organization, travel, and occasional evening or weekend work.

Manage end-to-end Group Benefits client onboarding and implementation from initial sale through plan installation and stabilization. Serve as the primary client and advisor contact, translate requirements into internal systems, coordinate cross-functional teams, manage timelines and risks, resolve exceptions, and ensure accurate documentation and compliance. Support complex implementations, finalist presentations, onboarding sessions, process improvements, and implementation performance targets.

Leads underwriting innovation by auditing rules engines and predictive analytics, improving application questions and risk solutions, prioritizing system enhancements, and supporting cross-functional projects. Provides expertise in medical, financial, and non-medical underwriting, ensures regulatory and reinsurance compliance, analyzes data, recommends partnerships, and communicates findings to senior management. The role is fully remote with occasional office attendance as needed.

Leads life and critical illness underwriting risk management through coaching, audits, complex risk analysis, rescission and claims reviews, policy governance, MIB dispute management, and regulatory compliance. The role identifies emerging risks, recommends mitigation strategies, supports underwriting infrastructure modernization, and provides subject matter expertise to cross-functional initiatives. It is fully remote in Alberta, with occasional in-person attendance potentially required in the Waterloo Region.

Underwrites complex, high-value Life and Critical Illness insurance cases for high-net-worth clients. Assesses medical and financial risks, negotiates solutions with reinsurers and distribution partners, communicates underwriting decisions, and supports case management. Provides technical leadership through audits, co-signing, training, mentoring, procedure enhancement, fraud reviews, and Chief Underwriter backup responsibilities.

Owns underwriting of complex ultra-high-net-worth insurance cases with face amounts up to $200M. Reviews medical, legal, personal, and financial information; assesses risk; negotiates with reinsurers and partners; and delivers competitive, client-focused decisions. The role also mentors underwriters, supports advanced-market technical development, collaborates with compliance, claims, legal, and operations teams, and advises leadership on evolving underwriting practices and risks.