Supervisor, Savings and Retirement Operations

Equitable Life of Canada; Waterloo; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

An established industry player is seeking a passionate Supervisor for Savings and Retirement Operations. This hybrid role involves leading a dedicated team, ensuring high service standards, and driving process improvements. With a focus on mentoring and development, you will play a crucial role in fostering a positive work environment while meeting production targets. Join a company recognized as one of the Top Employers in the Waterloo area, where your contributions will directly impact the success of the organization. If you are ready to take the next step in your career and make a difference, this opportunity is for you.

Benefits

Work-life balance and wellness focus

Annual bonus

Paid benefits

Volunteer day annually

Immediate pension enrollment with employer matching

Tuition support

Professional development

Onsite cafeteria

Employee discounts

Company events

Qualifications

• 7+ years in Savings & Retirement industry with product knowledge.
• 2+ years supervisory experience in a metrics-driven environment.

Responsibilities

• Ensure operations meet quality and production standards.
• Supervise and develop staff, fostering a positive environment.
• Act as a Subject Matter Expert on processes and systems.

Skills

Analytical Skills

Critical Thinking

Change Management

Communication Skills

Multitasking

Education

Post-secondary education in Business

Post-secondary education in Accounting

Post-secondary education in Math

Post-secondary education in Computer Science

Tools

Financial Software Systems

MS Office

Job description

Supervisor, Savings and Retirement Operations
Waterloo, ON, Canada
Req #2798
Monday, April 28, 2025

At Equitable, we recognize 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 understand that our key to growth and success is a dedicated, motivated, and client-responsive staff. Join Equitable today.

Position Details

Position Title: Supervisor, Savings and Retirement Operations
Reports To: Manager, Savings and Retirement Operations
Department: S&R Operations
Term: Permanent Full-Time

Work Arrangements

This is a hybrid role. You will work in our Waterloo, ON office a minimum of two consecutive days every other week, plus a fifth day per month. You may work more than the minimum, and some roles might require additional in-office days.

The Opportunity

We are seeking a passionate leader who prioritizes mentoring and developing effective teams. You will provide cross-training, ensure high service standards, and meet production targets. As a Subject Matter Expert, you will offer recommendations, implement solutions, and contribute to process improvements and system enhancements. Join one of Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024!

Key Responsibilities

• Ensure daily operations (new business, in-force, and claims) meet quality, service, and production standards.
• Supervise, develop, train, and support staff, fostering a positive team environment.
• Provide technical support and system processing expertise within the division.
• Analyze operations to identify issues and implement solutions.
• Communicate risks, costs, benefits, and changes related to financial processing and compliance.
• Act as a Subject Matter Expert on processes, procedures, and systems.
• Resolve complex issues, oversee production, and assist staff with error corrections and escalations.

Qualifications

• Post-secondary education in Business, Accounting, Math, Computer Science, or equivalent experience.
• At least 7 years of experience in Savings & Retirement industry, with knowledge of products, processes, and legislation.
• Minimum 2 years of supervisory experience in a metrics-driven environment.
• Strong analytical, critical thinking, and change management skills.
• Ability to multitask and meet deadlines efficiently.
• Proficiency in financial software systems and MS Office.
• Excellent verbal and written communication skills.

Benefits

• Work-life balance and wellness focus.
• Annual bonus, vacation allowance, and paid benefits.
• Volunteer day annually.
• Immediate pension enrollment with employer matching.
• Inclusive employee resource groups.
• Tuition support and professional development.
• Onsite cafeteria and employee discounts.
• Company events and collaboration initiatives.

Additional Requirements

As part of the recruitment process, you will need to provide two professional references (including at least one supervisor).

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

We are committed to equal employment opportunities. Contact our HR team at [emailprotected] for accommodations or alternative formats.

#LI-Hybrid

Other Details

• Job Family: Management - People Managers
• Pay Type: Salary

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