Marketing Specialist

Equitable-C; Southwestern Ontario; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Career growth

Total rewards

Vacation + volunteer day

Flexible work

Job summary

Equitable is seeking a Marketing Specialist, Individual Wealth, to support advisor and client-facing materials. You will work with Marketing, Product, Compliance and Corporate teams to ensure content is accurate, accessible and aligned with wealth objectives.

This hybrid role is based in Waterloo, ON and requires collaboration across functions, strong writing and project management, and 3–5 years in financial services marketing.

Qualifications

• 3–5 years in financial services marketing.
• Experience marketing wealth and insurance products.
• Strong writing and proofreading required.

Responsibilities

• Develop, maintain and enhance advisor and client marketing materials.
• Collaborate with subject matter experts to ensure accuracy and compliance.
• Maintain Individual Wealth digital properties and support campaigns.
• Coordinate approvals and timelines with cross-functional teams.
• Provide proofreading for internal and external communications.
• Monitor marketing inbox and respond to advisors.
• Report on content performance and campaign metrics.
• Ensure materials comply with standards and accessibility.
• Maintain attention to detail throughout content lifecycle.

Skills

Financial services

Writing & editing

Content development

Cross-functional

Project management

Attention to detail

Bilingual (French)

Mandarin asset

Education

Post-secondary education in Business/Marketing/English/Communications

Job description

The Opportunity:

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d 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 outcomes.

As a Marketing Specialist, Individual Wealth, you will support the development, maintenance and execution of advisor and client-facing marketing materials and communications. Working closely with the Manager, Individual Wealth, Marketing Consultants, Product, Compliance and Corporate Marketing teams, you will help deliver engaging and accurate content that supports our wealth products and enhances the advisor experience. You will also support the development of advisor and client communications for diverse audiences across Canada, helping ensure content is accessible, relevant and aligned with the needs of our distribution partners.

Join one of the region’s top employers and be part of something that truly makes a difference.

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.

What you’ll do:

• Support the development, maintenance and ongoing enhancements of advisor and client-facing marketing materials including brochures, presentations, sales support tools, web content and product communications.
• Collaborate with subject matter experts to update and maintain marketing content, ensuring information is accurate, compliant and aligned with Individual Wealth objectives.
• Support and maintain Individual Wealth digital properties including website content updates and marketing resource pages.
• Assist in executing marketing campaigns, product launches and communication initiatives.
• Coordinate project deliverables, reviews, approvals and timelines across Marketing, Product, Compliance, Corporate, Brand, Legal and other business partners.
• Provide proofreading support for creative and/or technical internal and external communications (including (brochures, guides, flyers, presentations).
• Monitor the Individual Wealth Marketing inbox and provide timely responses to advisors and internal stakeholders.
• Contribute to reporting on digital content performance and campaign metrics, identifying opportunities for continuous improvement.
• Help ensure marketing materials and communications comply with corporate standards, accessibility requirements, regulator expectations and Fair Treatment of Clients policy.
• Maintain strong attention to detail throughout all stages of content development, review and production.

What you’ll bring:

• Three to five years of financial services industry experience, particularly in the marketing of wealth and insurance products.
• Post secondary education in Business, Marketing, English, Communications, or related discipline.
• Analytical mindset with experience reviewing digital metrics and identifying opportunities for improvement.
• Strong writing, editing and proofreading skills.
• Ability to collaborate with other Marketing and Product experts, Compliance, Legal, designers and suppliers as well as various levels of management.
• Strong organizational and project management skills with the ability to manage multiple tasks at the same time.
• Experience working within a regulated environment and managing content through compliance reviews and approval processes is an asset.
• Customer-focused approach with a commitment to supporting advisor and client needs.
• Experience working with creative teams, designers and external vendors is an asset.
• Bilingual, spoken and written (French and English) considered an asset.
• Spoken and written Chinese (Mandarin) also considered an asset.

What’s in it for you:

• Career Growth: Regular learning sessions and developmentopportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pensionmatching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

We’re 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 [e-mail]. We’re happy to help.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. This position is open and we are excited to find the right person to join our team.Your base pay will be based on your skills, qualifications, experience and education.

At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.

As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.

Reports To: Manager, Individual Wealth Marketing
Department: Individual Wealth
Term: Permanent Full-Time