Client Care Representative, Individual Wealth

The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed 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 Equitable our Client Care Representativesare subject matter experts and can quickly answer questions and resolve different problems for our clients. We provide you with extensive training to ensure that you are equipped with the knowledge to assist and educate our clients with their varying needs without having to sell them on a solution thats right none of that dreaded upselling! Here at Equitable we ensure that some of your time is spent away from the phones. This time allows for side projects and other initiatives that can bring tremendous growth to our one of the regions top employers and be part of something that truly makes a 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 youll do: At Equitable our Client Care Representativesare our brand ambassadors providing excellent client service to internal and external clients (our clients advisors and our regional sales and service offices).You will also have the opportunity to work closely with other departments and learn about what they do as you work with them to resolve youll bring:Previous experience in a phone-based client care/service role is requiredPrevious experience in an insurance company or investment knowledge is an assetSuperior interpersonal skills to manage relationships with internal and external clientsExcellent listening skills to facilitate positive outcomes with inquiries and irate callersAbility to handle high stress levels in a fast-paced production environmentExcellent verbal and written communication skillsWhats in it for you:Career Growth: Regular learning sessions and developmentopportunitiesTotal Rewards: Incentive pay annual salary reviews employer-paid benefits and pensionmatchingTime Away: Competitive vacation plus one paid volunteer day each yearFlexibility: Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day approachAt Equitable were committed to fair pay and an inclusive accessible hiring experience. If you need accommodations or alternative formats at any stage just reach out to us at Were happy to offer a competitive base pay and the ability to unlock higher levels of pay as you complete training and gain experience on the addition to your salary this role is eligible for a discretionary annual incentive award tied to business performance plus a wide range of competitive benefits. If youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: Supervisor Client Care CentreDepartment: Individual WealthTerm: Permanent Full-TimeSchedule: 11:30am ET to 7:30pm ETStart Date: July 20 2026(please note: a six-week training program will be required upon completion of our Equitable Orientation program)