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Data Specialist
full-timeWaterloo

Summary

Location

Waterloo

Type

full-time

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About this role

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.

 

Are you passionate about turning data into actionable insights? We’re looking for a Data Specialist to join our dynamic Data Governance and Quality team. In this role, you’ll report directly to the Head of Data Governance and Quality and play a key part in shaping the future of data at Equitable.

 

This Data Specialist will drive data analysis and uncover insights that power business decisions, lead process improvements and enhance tools to support our strategic goals and collaborate across teams to strengthen the foundation of our Insights and Impact organization.

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:

As a Data Specialist, you’ll be at the heart of our data governance and management initiatives:

 

  • Participate in data initiatives in performing data analysis to uncover insights and support business decisions.
  • Testing and validating data to ensure accuracy and reliability for critical projects.
  • Identifying process improvements and driving tools maintenance and enhancements within the data governance space. (Data Quality, data access, data issue and change management, metadata)
  • Defining KPIs and building Power BI dashboards to measure success and enable data-driven decision-making.
  • Supporting the implementation and adherence of data governance practices across the organization.
  • Create data artifacts and documentation

 

 

What you’ll bring:

  • 3+ years of experience in similar role
  • 2+ years of experience on SQL, and relational databases
  • 2+ years of experience with Advanced Excel for analyzing data
  • 2+ years of experience with programming/coding languages (Python, PySpark)
  • 2+ years of experience with or exposure to data quality and data governance practices
  • 2+ years of experience with Power Apps, Power Automate, Power BI
  • 2+ years of experience with Microsoft Azure technology and programming tools strongly preferred
  • Experience in Business Analysis preferred
  • Strong verbal and written communication skills with the ability to communicate clearly and concisely and present complex / technical concepts simply.
  • Analytical mindset and problem-solving approach; focus on bridging the gap between business and technical teams from a data perspective.
  • Experience in Insurance or Financial Services industry is an asset; specifically, familiarity with insurance-specific data models and operational/business processes, with experience in insurance core systems (e.g., policy administration, claims management) is desirable.
  • Strong analytical and problem-solving abilities, with meticulous attention to detail and a commitment to continuous improvement; robust prioritization and organizational skills to remain focused on the key outcomes.
  • Experience with displaying complex data in a simple, intuitive format



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 [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.



Reports To: Head of Data Governance and Quality
Department: Enterprise Data Insights and Impact - Data Governance

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.

#LI-Hybrid

Other facts

Tech stack
Data Analysis,Data Governance,Data Quality,SQL,Relational Databases,Advanced Excel,Python,PySpark,Power BI,Power Apps,Power Automate,Microsoft Azure,Business Analysis,Communication,Problem-Solving,Data Documentation

About Equitable

We support your focus as a financial advisor

Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence.

Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review.

Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social
Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Data Specialist will participate in data initiatives by performing analysis to uncover insights supporting business decisions, while also testing and validating data for accuracy and reliability in critical projects. This role involves identifying process improvements, driving tool maintenance and enhancements related to data governance, and defining KPIs and building Power BI dashboards.

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Frequently Asked Questions

What does a Data Specialist do at Equitable?

As a Data Specialist at Equitable, you will: the Data Specialist will participate in data initiatives by performing analysis to uncover insights supporting business decisions, while also testing and validating data for accuracy and reliability in critical projects. This role involves identifying process improvements, driving tool maintenance and enhancements related to data governance, and defining KPIs and building Power BI dashboards..

Why join Equitable as a Data Specialist?

Equitable is a leading Financial Services company.

Is the Data Specialist position at Equitable remote?

The Data Specialist position at Equitable is based in Waterloo, Ontario, Canada. Contact the company through Clera for specific work arrangement details.

How do I apply for the Data Specialist position at Equitable?

You can apply for the Data Specialist position at Equitable directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Equitable on their website.