Business Analyst, Senior - Individual Project Management

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.
We are looking to bring a Senior Business Analyst (Individual) onto our Individual Project Management team. The Senior Business Analyst (Individual) plays a key role in contributing to the on time and on budget success of various projects by accurately capturing the requirements and scope. This role typically works on smaller initiatives and/or works with a more Senior BA on mid-sized initiatives.
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.
Position Title: Business Analyst, Senior - Individual Project ManagementReports To: Director, Individual Portfolio ManagementDepartment: Individual Project 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.
What you will be doing:

Assess, research, analyze and document sponsor/stakeholder needs
Working with Customer Advisor Experience Team, the Product Owner(s) and consulting with stakeholders and SMEs, document current business processes and develop and document new processes
Recommend business solutions that satisfy client, advisor, sponsor, and or stakeholder needs
Create/document product backlog items detailing the initiative requirements, identifying the objectives and key results, and breaking down the tasks pertaining to the Epic
From a Production Support perspective, identify, track, escalate and assist with the resolution of production issues
Gain and in-depth knowledge of the value stream you are working in, in support of understanding and contributing to the development and implementation of initiatives being worked on in the team.
Create or assist others in the writing of user documentation, instructions and procedures
Support User Acceptance Testing by supporting planning, development of test cases and execution of tests

What you will bring:

Minimum of 5 to 7 years of Business Analysis experience
Good knowledge of life insurance (products and processes)
Strong organization skills and well-developed project management skills
Excellent influencing and interpersonal skills with ability to develop and deliver presentations
Good conceptual skills and ability to exercise flexibility and judgement in a changing environment
Good knowledge and understanding of analysis and productivity improvement methodologies
Post-secondary degree or equivalent combination of education and work experience
FLMI designation preferred
Knowledge of and or previous experience working in both Agile and Waterfall project methodologies is an asset
High level of accuracy and attention to detail
Superior documentation and presentation skills
Strong motivational and communication skills
Adaptable to change
Self-management and time management skill

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 process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.

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 [email protected], 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.