Corporate Banking Specialist

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.

The Corporate Finance team is looking for a motivated and detail-oriented individual that is eager to learn more about corporate banking and administration.The Corporate Banking Specialist position will give exposure to various functions and processes across the organization, including gaining knowledge of several key accounting and banking processes in a large financial institution.
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:

• Key banking contact for all areas of the Company, assisting business areas in resolving banking and banking-related accounting issues
• Work closely with Investment teams to ensure continuous flow of daily cash management processes
• Contact for external banking relationships and internal departments (Information Technology) in resolving any bank transfer issues
• Complete account reconciliations on a daily and/or monthly basis and action outstanding items within a prescribed time
• Oversee and maintain the administration of four corporate banking interfaces with our banking partners and the corporate credit card program used by employees
• Maintain banking security ensuring appropriate user access
• Assist in developing and implementing process improvements
• Work closely with all members of the Corporate Finance team, the administration areas across the organization, and the various banks used by the Company

What you'll bring:

• Post-secondary education in accounting and/or business administration
• Previous exposure to corporate banking and electronic banking services
• Understanding of general accounting concepts
• Ability to take initiative and work independently
• Strong problem solving, communication and organizational skills to manage inquiries and investigations
• Ability to prioritize multiple urgent tasks
• Experience at a financial institution in a banking or treasury role (experience at a life insurance carrier is an asset)
• Strong communication and interpersonal skills
• Intermediate to expert level skills with MS Office, particularly Excel
  

What's in it for you:

• Career Growth: Regular learning sessions and development opportunities 
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching 
• 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

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 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: Director, Corporate Finance
Department: Corporate Finance
Term: Permanent Full-Time

This 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.