Eqbank15h ago

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Associate Director, Broker Sales & Strategy, Reverse Mortgage

Canada·TorontoFull Timeexecutive

OtherAssociate

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Quick Summary

Requirements Summary

EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc.

Technical Tools

OtherAssociate

What We Offer

~2 min read

✓Drive national growth in the broker-facing Reverse Mortgage channel

✓Increase penetration and adoption within the broker network

✓Deliver effective training, marketing alignment, and product deployment

✓Maximize collaboration with Regional Directors and SFR Sales teams

✓Deliver the leading experience for Canadian retirees seeking to obtain a reverse mortgage

✓Grow Equitable Bank’s position as the leading reverse mortgage product in the Canadian mortgage broker channel

✓Maintain standards of delivering a top-tier customer experience that embodies Equitable Bank’s position on Compliance and Seniors Code of Conduct topics

✓Ensure that new ideas are being continuously sourced, organized and nurtured for testing in-market.  Evolving fast with those which are valuable and dropping those which aren’t

✓Excellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives

✓Excellent verbal and written communication skills; ability to communicate on a broad spectrum (from deep technical discussions to high-level executive vision)

✓Ability to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints

✓Problem solver with sound judgment who takes initiative, accepts ownership and accountability

✓Post-Secondary Degree in Commerce, Management, Economics, Finance, etc. CPA/MBA or other graduate degree a plus

✓10+ years face-to-face sales experience with 5+ years in the reverse mortgage industry

✓5+ years sales management, coaching and leadership experience

✓Is an empathetic leader who nurtures a diverse team and can manage effectively during times of rapid growth and change

✓Experience managing cross-functional areas with direct and indirect reports (e.g., risk, finance, marketing, operations)

✓Seasoned in a fast-paced B2B and D2C organization(s), strategy and/or in management consulting

✓Experience launching products into new channels, at scale

✓Demonstrated ability to translate analytical insights into clear recommendations and effectively communicate them to technical and non-technical stakeholders

✓Working knowledge of the different systems, theories, and practices relevant to a function as well as practical experience of multiple business cycles

✓Excellent written and verbal communication

Mature, confident, personable, professional presence

Keen ability to maintain a clear vision of what matters, prioritizing initiatives in an agile manner

Enthusiastic, thorough, inclusive, and results-oriented; ability and desire to help others thrive in a dynamic team-oriented environment

Ability to work in ambiguously defined situations with minimal supervision

Strong organizational skills; demonstrated ability to manage time and adhere to tight deadlines

Excellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives

Excellent verbal and written communication skills; ability to communicate on a broad spectrum (from deep technical discussions to high-level executive vision)

Ability to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints

Problem solver with sound judgment who takes initiative, accepts ownership and accountability

Solid budget management skills

Relentless focus on customer experience

What we offer [For full-time permanent roles]

💰 Competitive discretionary bonus

✨ Market leading RRSP match program

🩺 Medical, dental, vision, life, and disability benefits

📝 Employee Share Purchase Plan

👶🏽 Maternity/Parental top-up while you care for your little one

🏝 Generous vacation policy and personal days

🖥 Virtual events to connect with your fellow colleagues

🎓 Professional development and comprehensive Career Development program

💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.

EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.

We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.

As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.

EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

To learn more, visit eqb.investorroom.com and eqbank.ca.