Director, Savings and Retirement Pricing

5 months ago

Waterloo, Canada Equitable CA Full time

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, Savings and Retirement Pricing
**Reports To**: Savings and Retirement Actuarial and Finance Vice President
**Department**: Savings and Retirement
**Term**: Permanent Full-Time

**Work 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 requirement.

**The Opportunity**: The Director, Savings and Retirement (S&R) Pricing is an Actuary responsible for the refinement of IFRS 9 &17 into Savings and Retirement Actuarial pricing models. They are part of a team responsible for the current portfolio pricing of Guaranteed Deposit Accounts, Payout Annuities, Segregated Funds, and a Pre-Need Funeral product as well as future product initiatives.

**What you will be doing**:

- Routine and ad-hoc pricing of S&R products
- Oversee the preparation of special quotes
- Frequent interactions with Sales and Distribution regarding new product pricing.
- Directly manage up to three actuarial staff
- Participation when necessary in relevant industry committees and working groups
- Participate in cross-functional working groups to consider implications of the new standards and develop key recommendations on key policy decisions from an S&R perspective
- Play a leadership role in the development of quarterly reporting requirements and ensure alignment with S&R Finance, Corporate Finance, and the Investment Division
- Provide technical support in ensuring alignment of requirements spanning cross functional requirements including capital management, risk management, taxation, stochastic scenario development, asset pricing, and investment strategies transition as they relate to pricing
- Lead development of S&R financial projection methodologies for business plan
- Become a Subject Matter Expert on Equitable’s Economic Scenario Generator

**What you will bring**:

- University degree in mathematics or actuarial science and an FSA/FCIA designation
- Minimum 5 years of experience in the financial services industry, including financial reporting
- IFRS 9/17 and LICAT background in life or savings products.
- Familiarity with Segregated Fund and Payout annuity products
- Excellent analytical, problem solving and organizational skills
- Thorough knowledge of Moody’s Axis, Excel, & Access
- Familiarity with ESG’s and scenario development
- Familiarity with market consistent valuation approaches
- Proven track record of working on multi-disciplinary teams
- Excellent communication and presentation skills with the ability to communicate complex ideas to various audiences
- Ability to deliver project results on time with a high degree of quality
- Strong people management 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
- 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

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

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

To learn more about Equitable, we encourage you to explore our organization.

LI-Hybrid

  • Savings and Retirement Expert

    2 weeks ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    Savings and Retirement Administrator RoleAt Equitable Life of Canada, we're seeking a highly skilled Savings and Retirement Administrator to join our team. The successful candidate will be responsible for administering new business and in-force transactions for various savings and retirement products. Key responsibilities include acting as a gatekeeper,...

  • Savings and Retirement Administrator

    5 months ago

    Waterloo, Canada Equitable CA Full time

    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...

  • Savings & Retirement Administrator

    5 months ago

    Waterloo, Canada Equitable CA Full time

    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...

  • Savings and Retirement Administrator

    5 months ago

    Waterloo, Canada Equitable CA Full time

    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...

  • Savings & Retirement Administrator

    4 months ago

    Waterloo, Canada Equitable Life of Canada Full time

    Savings & Retirement Administrator Waterloo, ON, Canada Req #2364 Thursday, July 18, 2024 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...

  • Savings & Retirement Operations Specialist

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    Job Title: Savings & Retirement AdministratorAt Equitable Life of Canada, we are seeking a highly skilled and detail-oriented Savings & Retirement Administrator to join our team. As a key member of our Savings & Retirement Operations department, you will be responsible for the administration of new business and in-force transactions for Non-Registered,...

  • Savings and Retirement Operations Specialist

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Savings and Retirement Administrator to join our team at Equitable Life of Canada.Key ResponsibilitiesAdminister and process new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts.Act as Gatekeeper, handling indexing and...

  • Savings and Retirement Administrator

    2 months ago

    Waterloo, Canada Equitable CA Full time

    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...

  • Savings and Retirement Operations Specialist

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    Savings and Retirement Operations SpecialistAt Equitable Life of Canada, we are seeking a skilled Savings and Retirement Operations Specialist to join our team. This role is responsible for the administration of new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, and Tax-Free Savings Accounts. The ideal candidate...

  • Digital Product Strategist

    1 week ago

    Waterloo, Ontario, Canada Equitable CA Full time

    Job DescriptionAt Equitable CA, we're dedicated to helping our clients achieve their financial goals. As a Digital Product Strategist, you'll play a crucial role in shaping the future of our savings and retirement products.

  • Manager, Savings

    5 months ago

    Waterloo, Canada Equitable Life of Canada Full time

    Manager, Savings & Retirement Marketing Waterloo, ON, Canada Req #2344 Tuesday, July 2, 2024 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...

  • Marketing Manager, Savings and Retirement

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    Role Overview:The Manager, Savings & Retirement Marketing is a key member of the S&R Marketing team at Equitable Life of Canada. This role is responsible for developing and implementing marketing strategies to support the S&R line of business and drive the company's competitive position.Key Responsibilities:Develop and execute comprehensive marketing...

  • Marketing Manager, Savings and Retirement

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    About the Role:The Manager, Savings and Retirement Marketing is a key member of the S&R Marketing team at Equitable Life of Canada. This role supports the development and implementation of our marketing strategy and plans, creating meaningful and impactful content to support the S&R line of business and drive our competitive position.Key...

  • Marketing Manager, Savings and Retirement

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    About the Role:The Manager, Savings and Retirement Marketing is a key member of the S&R Marketing team at Equitable Life of Canada. This role supports the development and implementation of our marketing strategy and plans, creating meaningful and impactful content to support the S&R line of business and drive our competitive position.Key...

  • Director, Pricing

    6 months ago

    Waterloo, Canada Sun Life Full time

    Job Description : Reporting to the AVP, Pricing & Inforce Management for SL International, this role will support the strategic pricing and product development of SL International products to support growth objectives while balancing the interests of key stakeholders. The Director of Pricing will provide insight and interpretation of financial results and...

  • Senior Marketing Strategist for Savings

    1 week ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we're looking for a talented Senior Marketing Strategist to join our Savings & Retirement team.About the RoleWe're seeking a highly creative and analytical professional to develop and implement comprehensive marketing strategies that drive business growth and reinforce our brand purpose.The ideal candidate will have a deep...

  • Senior Marketing Strategist for Savings and Retirement

    5 days ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we're committed to creating a work environment that fosters growth and helps our employees reach their full potential. As a Senior Marketing Strategist for Savings and Retirement, you'll be an integral part of our team, responsible for developing and implementing marketing strategies that align with our company's objectives.What...

  • Senior Savings Administrator

    5 days ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    About the OpportunityEquitable Life of Canada is seeking a skilled and dedicated individual to join our team as a Savings & Retirement Administrator. This exciting role offers the chance to build a career in a dynamic and collaborative work environment.About the RoleThe successful candidate will be responsible for administering new business and in-force...

  • Senior Accounting Analyst, Savings

    1 month ago

    Waterloo, Ontario, Canada Equitable Full time

    Senior Accounting Analyst, Savings & RetirementAt Equitable, we're seeking a detail-oriented and analytical Senior Accounting Analyst to join our S&R Finance and Actuarial team.Responsibilities:Prepare and post monthly accruals in a timely manner.Perform reconciliation of general ledger accounts and ensure accuracy of financial data.Prepare daily sales...

  • Business Analyst

    5 days ago

    Waterloo, Ontario, Canada Equitable Life of Canada Full time

    As a Business Analyst with Equitable Life of Canada, you will play a crucial role in maximizing the value of our savings and retirement products. This is a permanent full-time opportunity with a hybrid work arrangement that requires working in our office in Waterloo, ON for a minimum of two (2) assigned days every other week, plus a fifth (5th) assigned day...