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.
Position Title: Operational Efficiency Analyst
Reports To: Manager, Operational Planning, Support and Communications
Department: Individual Wealth
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: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect. As an Operational Efficiency Analyst, you will lead strategic initiatives to enhance client and partner experiences by redesigning processes, improving reporting, and delivering data-driven insights. You’ll apply methodologies like Lean Six Sigma to identify opportunities, implement solutions, and drive measurable improvements in operational performance. This role plays a key part in modernizing systems and supporting business leaders with impactful analytics and process transformation. Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.
What you will be doing:
Identify, own, and implement initiatives that improve operational processes, sometimes from initial opportunity identification through to sustained benefits realization to increase quality and client value
Consult with management on business needs, opportunities, and operational effectiveness, with recommended solutions for process improvements
Conduct in-depth process analysis and propose how existing processes can be transformed through automation and digitization, leveraging Microsoft Visio to map both current and future state processes
Develop and implement the change management plan as part of process redesign initiatives
Consults and coordinates with stakeholders to design and map business processes and procedures
Defines requirements for new or enhanced process changes, ensuring client needs are central to design solutions
Work in partnership with Operations to ensure successful implementation of improved or new processes and procedures
Perform analysis of operational data insights and identify potential opportunities for operational improvements
Own all aspects of process redesign initiatives – from opportunity identification to creation of new processes and implementation
Apply process analysis, improvement, and reengineering methodologies and principles to create a strategy and plan for modernization projects
Develop and execute process redesign implementation plans, leading and coaching business teams through implementation to ensure strong change management
Provide regular updates to leadership on the status of initiatives and quantified savings achieved
What you will bring:
3-5 years of experience with process redesign initiatives, using formal process improvement methodologies
University degree in Finance, Computer Science, Data Management, Business Administration, Mathematics, or related field, or equivalent combination of education and work experience
3+ years of demonstrated quantitative analysis, data management techniques, data engineering techniques and processes, preferably in insurance
Fundamental knowledge of the project management life cycle and change management principles for planning requirements, design, communication, implementation, and evaluation
Demonstrated ability to apply process analysis, improvement, and reengineering methodologies and principles to identify and implement initiatives to improve operational processes through simplification and automation
Proven ability to manage stakeholder relationships, from executives to individual contributors
Strategic mindset with the ability to prioritize business needs and determine the complexity of the process change
Lean Six Sigma Green Belt certification as a minimum, with commitment to work toward Black Belt certification
Proficient in use of Visio or similar process mapping software applications
Highly proficient in developing solutions with Microsoft Power Platform applications, including Power BI PowerApps, and Flow
What’s in it for you:
A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
A healthy work-life balance with employee wellness top of mind
Annual bonus program, annual vacation allowance, and company-paid benefits program
Generous vacation package with one volunteer day to give back to a charity of your choice
Immediate enrollment in the company’s pension program with employer matching
Employee resource groups that support an inclusive work environment
Tuition support and specialized program assistance
An onsite full-service cafeteria with a variety of daily options
Discounts on company products and services, and access to exclusive employee perks
Regular EQ Together events focused on company togetherness and collaboration
As part of the recruitment/offer process you will be required to:
Provide two professional references (minimum one supervisor and above)
This position is available due to an existing vacancy.
We are dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.
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