Case manager Jobs in Waterloo, ON

Advanced Case Manager Waterloo, ON, Canada Req #2886 Monday, July 7, 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 : Advanced Case Manager

Reports To : Manager, Advisor Care

Department : Individual Case Management

Term : Permanent Full-Time

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.

The Opportunity : Equitable is looking for an Advanced Case Manager to join our team! We’re looking for a dynamic individual with a proven history of providing solutions for complex case structures in a fast-paced environment. If you are a skilled communicator, enjoy problem-solving, and have a knack for relationship building, then consider joining our Individual Case Management team.

Now is an exciting time to join one of the Waterloo Area’s and Southwestern Ontario’s Top Employers for 2024!

What you will be doing :

• Responsible for reviewing, investigating and resolving issues relating to the input, underwriting and issue of large value cases
• Be able to identify unique high net worth Advisor needs in order to provide appropriate solutions
• Focus on building, strengthening and maintaining relationships with key Prestige Advisors and MGA’s on large cases
• Point of contact for National Accounts, Large Case and Prestige Advisors for escalations and concerns
• Proactive management of large value files that require additional touches and follow ups
• Initiate communication and respond to all inquiries by telephone / email, providing white glove service experience to ultra-affluent Advisors.
• Manage and maintain a high volume of follow ups on a daily basis, oversee pending issues, while ensuring production targets are met and exceeded
• Be able to independently manage and decision make on complex cases

What you will bring :

What’s in it for you :

As part of the recruitment / offer process you will be required to :

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at [emailprotected] if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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