Co-op Student - Individual Financial Reporting (Software Solutions)

Equitable Life of Canada; Waterloo; Hybrid; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a diligent Co-op Student for their Individual Financial Reporting team. This hybrid role offers a unique opportunity to gain hands-on experience in policyholder tax administration while working collaboratively to develop software solutions. Ideal candidates will possess strong communication and problem-solving skills, as well as proficiency in Microsoft Excel and programming languages. Join this inclusive environment that prioritizes work-life balance and employee wellness, and contribute to meaningful process improvements that enhance operational efficiency.

Benefits

Work-life balance

Employee wellness focus

Open communication culture

Inclusive environment

Onsite cafeteria

Regular company events

Employer-provided equipment

Buddy program for Co-op students

4% compensation in lieu of benefits

Qualifications

• Excellent communication skills and strong problem-solving abilities.
• Proficiency in Microsoft Excel and knowledge of programming languages.

Responsibilities

• Collaborate to develop new software solutions and review current processes.
• Recommend and implement process improvements and create documentation.

Skills

Verbal Communication

Written Communication

Problem-Solving

Critical Thinking

Process Improvement Mindset

Time Management

Microsoft Excel (including VBA)

Programming Language Knowledge (Python, C, C++)

SQL Knowledge

Automation Suite Tools Knowledge

Job description

Co-op Student - Individual Financial Reporting (Software Solutions) Waterloo, ON, Canada Req #2794 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 Details

Position Title: Co-op – Technology Specialist (Software Solutions)
Reports To: Director, Individual Actuarial Inforce and Policy Tax
Department: Individual Financial Reporting
Term: Temporary Full-Time, Four (4) Month Contract
Work Term: September 2, 2025 - December 19, 2025

Work Arrangements

This is a hybrid role. You will work in our Waterloo, ON office a minimum of two (2) consecutive days every other week, plus a fifth (5th) day per month. You are welcome to work more than the minimum, and some roles may require more in-office presence.

The Opportunity

We are seeking a diligent and self-motivated individual to join our Individual Actuarial Inforce and Policy Tax team. The ideal candidate will have a strong process improvement mindset, a proactive approach to efficiency, and excellent communication skills.

In this role, you will work within our Individual Insurance department on a team responsible for policyholder tax administration and resolving complex queries related to policyholder tax and inforce policies.

Responsibilities

• Collaborate with colleagues to develop new software solutions
• Review current processes within the team
• Recommend and implement process improvements
• Create comprehensive documentation to support updated processes

Qualifications

• Excellent verbal and written communication skills
• Strong problem-solving and critical thinking abilities
• Process improvement mindset
• Effective time management skills and ability to meet deadlines
• Proficiency in Microsoft Excel, including VBA
• Knowledge of a programming language (e.g., Python, C, C++)
• Knowledge of SQL
• Knowledge of Automation Suite Tools (e.g., Pyautogui, Selenium) is an asset
• Participation in Hackathons or Design Teams is an asset
• Knowledge of API usage is an asset
• Experience with Individual Life and Health products and taxation is an asset

Benefits

• Work-life balance and employee wellness focus
• Open communication culture encouraging continuous improvement
• Inclusive environment supported by employee resource groups
• Onsite cafeteria with diverse options
• Regular company events to foster collaboration
• Compensation includes 4% in lieu of benefits and vacation pay added to each bi-weekly pay
• Employer-provided equipment
• Participation in our buddy program for Co-op students

Additional Information

As part of the recruitment process, a criminal background check is required.

This vacancy is due to an existing vacancy. To learn more about Equitable, please explore our organization.

We are committed to equal employment opportunities. For accessibility accommodations, contact our HR team at [emailprotected].

#LI-Hybrid

Other details:

• Job Family: Co-op
• Pay Type: Salary

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