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Advanced Markets, Case Management

June 5, 2026

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.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. Client experience is at the core of Equitable’s strategy, and the onboarding journey sets the foundation for lasting advisor and client relationships. As an Advanced Markets, Case Manager, you’ll deliver a proactive, white‑glove experience for High‑Net‑Worth advisors and clients, managing complex, high‑value life insurance cases from application to placement. In this external‑facing role, you’ll act as the primary strategic partner for HNW advisors, navigating sophisticated cases, resolving escalations, and collaborating closely with underwriting, risk, compliance, pricing, and distribution teams. Your technical expertise and relationship‑driven approach will directly influence placement and revenue outcomes for large ($5M+) and jumbo ($10M+) cases while advancing Equitable’s differentiated new‑business service strategy. Join one of the region’s top employers and be part of something that truly makes a difference. Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment. What you’ll do: <ul style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Act as the primary strategic partner for High‑Net‑Worth (HNW) advisors and wholesalers, delivering expert guidance and a proactive, white‑glove experience on complex, high‑value cases.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Lead end‑to‑end ownership of large‑face‑amount cases, managing onboarding from application through policy issue and settlement.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Exercise independent judgment to re-prioritize case volumes based on business impact, case complexity, and placement deadlines, overriding standard handling instructions when necessary to secure high-value business.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Serve as the key liaison between external partners and internal Underwriting, Risk, Legal, and Operations teams to ensure alignment, transparency, and timely outcomes.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Review and analyze complex financial and medical information, developing alternative strategies that advance cases while maintaining risk and regulatory standards.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Independently prioritize and manage cases based on business impact, complexity, and placement deadlines to secure high‑value opportunities.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Maintain disciplined workflow balancing:</li> </ul> <ul style="margin-top: 0in; margin-bottom: 0in;" type="disc"> <ul style="margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="margin-bottom: 0in; line-height: 15pt; background: #fefefe; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Processing time (reviewing documents, updating systems, managing requirements)</li> <li style="margin-bottom: 0in; line-height: 15pt; background: #fefefe; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Phone time (advisor calls, underwriting discussions, vendor coordination)</li> <li style="margin-bottom: 0in; line-height: 15pt; background: #fefefe; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Strategic time (planning, prioritizing, and anticipating case needs)</li> </ul> </ul> <ul style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Resolve escalations and negotiate case solutions, balancing advisor expectations with corporate governance requirements.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Translate complex underwriting, tax, and legal requirements into clear, actionable guidance that drives case progression.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Proactively manage follow‑ups, documentation, and communication to ensure audit readiness and accountability across all stakeholders.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Use workflow tools and performance data to manage deadlines, track progress, and achieve placement and revenue targets.</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Identify and lead process improvements to enhance speed‑to‑issue, service quality, and competitiveness in the Advanced Markets segment.</li> </ul> What you’ll bring: <ul style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">3–5+ years of experience in life insurance new business, underwriting support, or case management (large‑case experience strongly preferred). </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Strong understanding of life insurance products, underwriting processes, and financial documentation requirements. </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Require deep understanding of advanced underwriting scenarios, complex financial risk or wealth planning strategies </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Proficiency with tax structuring and or estate planning concepts </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Exceptional communication skills, both verbal and written, additional languages preferred. </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Ability to manage multiple complex cases simultaneously while maintaining accuracy and service quality. </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">High level of discretion, professionalism, and client‑service orientation. </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Proficiency with new business processing systems, workflow tools, and CRM platforms. </li> </ul> What’s in it for you: <ul style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Career Growth: Regular learning sessions and development opportunities </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching </li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Time Away: Competitive vacation plus one paid volunteer day each year</li> <li style="margin: 0in 0in 0in 20px; line-height: 15pt; background: #fefefe; font-size: 11pt; font-family: Calibri, sans-serif;">Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach </li> </ul> At Equitable, 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 <a rel="noopener" href="mailto:careers@equitable.ca" target="_blank">careers@equitable.ca,</a> we’re happy to help. Your base pay will be based on your skills, qualifications, experience, and education. In 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 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. Reports To: Manager, Advanced Markets Case Management, New Business Department: Individual New Business Term: Permanent Full-Time Location: British ColumbiaThis position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy. #LI-Remote

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Get Hired Faster With COMPANY_NAME!

1: COMPANY_NAME Smart Tools and Direct Employer Connections Help Speed Up Your Hiring Process

2: With Better Matches, Real-time Job Alerts, and Direct Employer Responses, COMPANY_NAME Helps Many Candidates Secure Interviews and Job Offers Within 15 to 30 Days!

3: The Type of Resume You Need to Get Priority Placement

4: Browse Full-Time, Part-Time, and Freelancing Roles With COMPANY_NAME

5: COMPANY_NAME Helps You Grow Your Career

6: The Easiest Way To Find A Job

7: Find Roles That Offer Growth, Culture & Benefits

8: Get Support With Resume, Interviews & Career Planning

9: Your Future Starts Today

10: Get Hired Within 15 to 30 Days With COMPANY_NAME

Advanced Markets, Case Management

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

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