Co-op Student

6 days ago

Waterloo, Canada Equitable CA Full time

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.
**Position Title**: Co-op - Individual Actuarial Inforce and Policy Tax (Actuarial)
**Reports To**: Director, Individual Actuarial Inforce and Policy Tax
**Department**: Individual
**Term**: Temporary Full-Time, Four (4) Months
**Work Term**: January 5, 2026 - April 24, 2026
**Salary**: According to the school’s recommended Co-op earnings
**Important Application Instructions**: This role is open only to students currently enrolled in a formal co-op program through their post-secondary institution.
To confirm your eligibility, please upload your resume, academic transcript, and work term evaluation in one PDF file.
**The Opportunity**: We are searching for an industrious and self-motivated individual to join our Individual Actuarial Production team as an Actuarial Analyst. This individual should have a strong process improvement mindset, continually seek out ways to improve efficiency and possess exceptional customer service skills.
In this role, you will join a team that supports our Individual Life Operations team with handling policyholder requests, oversees Individual Life policyholder taxation and maintains the integrity of policyholder tax administration and inforce illustration systems
**What you will be doing**:

- Provide support related to internal and client generated requests for inforce individual life and health insurance policies
- Perform analysis to ensure that inforce individual life insurance policies retain their status as insurance policies
- Review policy transactions and accounting information
- Perform Adjusted Cost Basis (ACB) and Taxable Gain calculations using policy transactions

**What you will bring**:

- Strong problem solving and critical thinking skills
- Strong process improvement mindset
- Strong time management skills with commitment to meeting deadlines
- Excellent communication skills (verbal and written)
- Strong knowledge of Microsoft Excel including VBA
- Focus on providing excellent service to internal and external clients
- Previous exposure to Individual Life and Health products and taxation is an asset
- Previous experience using GGY Axis is an asset

**What’s in it for you**:

- A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day
- A healthy work-life balance with employee wellness top of mind
- We value open, honest communication between team members, challenging each other to continually improve
- Employee resource groups that support an inclusive work environment
- An onsite, full-service cafeteria with a variety of daily options
- Regular EQ Together events focused on company togetherness and collaboration
- Compensation package includes:

- In Lieu of Benefits - 4% added to each bi-weekly pay
- In Lieu of Vacation - 4% added to each bi-weekly pay
- Employer provided equipment
- Opportunity to participate in our buddy program dedicated to Co-op students

This position is available due to an existing vacancy.

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