Co-op Student – Individual Actuarial Inforce and Policy Tax (Actuarial)

Dayforce HCM, Inc.; Waterloo; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

Join a leading company as an Actuarial Co-op Student where you will support the Individual Actuarial Production team. This hybrid role allows you to gain valuable experience while balancing work and life. You will handle policyholder requests, perform critical analyses, and contribute to a collaborative environment focused on continuous improvement. Ideal for those enrolled in a post-secondary program, this opportunity offers a chance to develop essential skills in a supportive workplace.

Benefits

Healthy work-life balance

Employee wellness priority

Inclusive work environment

Onsite cafeteria

Buddy program for Co-op students

Qualifications

• Currently enrolled in a post-secondary program with a Co-op work component.
• Strong knowledge of Microsoft Excel, including VBA.
• Previous exposure to individual life and health products and taxation is an asset.

Responsibilities

• Provide support for inforce individual life and health insurance policies.
• Perform Adjusted Cost Basis (ACB) and Taxable Gain calculations.
• Review policy transactions and accounting information.

Skills

Problem Solving

Critical Thinking

Time Management

Communication

Customer Service

Education

Post-secondary program

Tools

Microsoft Excel

GGY Axis

Job description

Actuarial Co-op Student - Ind Fin'l Reporting

Thursday, May 8, 2025

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 : Co-op Student – 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 : September 2, 2025 – December 19, 2025

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 some roles may require more in-office work.

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 ways to improve efficiency, and possess exceptional customer service skills.

In this role, you will support our Individual Life Operations team by handling policyholder requests, overseeing individual life policyholder taxation, and maintaining 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 :

• Currently enrolled in a post-secondary program with a Co-operative (Co-op) work component.
• Strong problem solving and critical thinking skills.
• Excellent time management skills with a commitment to meeting deadlines.
• Effective verbal and written communication skills.
• 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 healthy work-life balance with employee wellness a priority.
• Open, honest communication and a culture of continuous improvement.
• Employee resource groups supporting an inclusive work environment.
• An onsite full-service cafeteria with various daily options.
• Regular EQ Together events fostering company togetherness and collaboration.
• Compensation 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.
• Participation in our buddy program for Co-op students.

This role is open due to an existing vacancy.

To learn more about Equitable, explore our organization. If you require accommodations or alternative formats, contact our HR team at [e-mail].

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