Financial Analyst, Individual Wealth

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: Financial Analyst, Individual Wealth

Reports To: Director, Individual Wealth Finance

Department: Individual Wealth Finance and Actuarial

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: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way.

If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we'd love to connect.

Are you a detail-oriented professional with a passion for numbers and a client-first mindset? We're looking for a Financial Analyst to support our Individual Wealth Finance and Actuarial team. In this role, you'll play a key part in managing policyholder taxation, producing annual tax slips, and ensuring compliance with federal and provincial reporting requirements.

If you thrive on solving complex problems, take pride in delivering high-quality work, and enjoy contributing to a collaborative team environment, we'd love to hear from you Come join one of the Waterloo Area's Top Employers for 2025 and Southwestern Ontario's Top Employers for 2024 and be part of something that matters.

What you will be doing:

• Daily banking: Monitor and reconcile daily banking transactions, ensuring accuracy and timely resolution of discrepancies.
• Month-End Account Reconciliations: Prepare and review account reconciliations to support accurate financial reporting and compliance
• Accounts Payable and Employee Expenses: Process vendor invoices and employee expense claims, ensuring adherence to company policies
• Support for Tax Related Tasks: Assist with the preparation and review of tax-related documentation and filings
• Month-End and Year-End Processes: Contribute to monthly and annual financial close activities
• Ad Hoc Inquiries and Support: Respond to internal and external inquiries, providing financial data and analysis as needed to support decision making

What you will bring:

• Post-secondary education with emphasis on accounting and business administration
• 1-3 years relevant experience, preferably in life insurance
• Proficient with general accounting concepts
• Bilingual proficiency in French (reading, writing, and speaking) 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
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• Generous vacation package with one volunteer day to give back to a charity of your choice
• 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 process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.

This position is available due to an existing vacancy.

We're dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at