Senior Regional Business Manager - Estate and Trust

• Responds to inquiries regarding personal trust opportunities
• Present to in person and virtual information sessions to partners and their clients.
• Arranges and carries out one-on-one sales conversations and meetings with clients to assess needs, provides information on Concentra Trust solutions and takes all necessary steps to qualify the clients
• Maintains and builds upon an established Centre of Influence (COI) network of estate and trust professionals including relationships with investment managers, wealth management firms, financial services companies, credit unions, law firms, accounting firms and other referral sources to promote referrals for Concentra Trust solutions where appropriate
• Meets sales volume and profitability targets as identified in defined growth strategies
• Complete and present to internal and external audiences
• Attends industry events to support business development activities and increase Concentra Trust profile in the industry
• Prepares proposals for personal trust opportunities
• Join and participate in local and national professional networks

• Responds proactively to referral partners and clients’ needs and requests
• Gains an understanding and knowledge of clients’ needs to effectively create holistic plans the client in utilizing Concentra Trust services
• Monitors client satisfaction, assesses the scope of issues, and collaborates with other business units to implement resolutions
• Ensures that established service standards are met or exceeded
• Maintains relationships with referral network by responding to their client’s needs.

 

• Ensures new business acceptance procedures and adhered to
• Follows the terms set out in the trust indenture and/or applicable legislation
• Coordinates with trust administration (back office) staff to determine priorities
• Communicate with partner and client to set service standards

 

• Works internally and externally to build relationships, show market relevance and provide value
• Builds, furthers and recognizes relationships within the department, the division, the company, as well as with clients and partners
• Supports process and organizational change, and contributes to implementation of changes affecting the department
• Develop opportunities to leverage EQ services to COI network

• The position reports to the Director, Business Development and Initiatives
• The position works with autonomy
• The position sets priorities for themselves to grow Concentra Trust revenue and market awareness. Increase annual revenue by a minimum of $100,000 and grow deferred AUM by

$50MM annually

• The position makes decisions on acceptable business that will directly impact the trust company’s’ reputation, risk and revenue. The job is empowered to make decisions and seek final approval from the business
• The role grows immediate revenue and deferred business to impact future revenue
• The position has direct contact with high-net-worth clients and Centres of Influence outside of EQB that will engage Concentra Trust for immediate and future business by negotiating terms and influence decisions
• The position is responsible for training partners and being a subject matter expert for credit unions and investment advisory firms
• The position manages their personal annual objectives to grow immediate revenue which is part of the overall revenue growth for the business
• As the position caters to a niche market, the position must adopt to industry changes in legislation, taxation and court decisions that directly impacts the market and must pivot and develop new ideas and action plans that will manage internal and reputation risk The individual works and grow relationships with the estate and trust operations team to further create a holistic relationship with referral sources
• The individual deals with sensitive personal client situations and is called upon to provide empathy and solutions
• While working with clients, the individual creates holistic solutions for clients based on their immediate and future needs
• The individual must demonstrate self-confidence and self-awareness working with affluent Canadians to create and develop a relationship with the client
• As incentives are tied to results, the individual must be self-motivated to meet or exceed annual objectives
• The individual is called upon to create and provide proposals to COI based on the accuracy of the information obtained
• The individual must have a deep understanding of the industry and the impact of the services provided.
• The individual must be flexible and know how to “think outside of the box” to create the optimal client solution
• The individual works with internal and external partners.
• The individual retains and grows relationship and grows it’s network to further their referral source

 

• The incumbent must develop and execute effective business development strategies to achieve targets
• Building and maintaining strong relationships with various stakeholders that affect the business activities.
• The incumbent must be flexible and be able to think outside the box to create innovative and optimal solutions for clients
• Requires effective communication skills to provide exceptional client experience
• Be updated with current industry trends and able to partner and train other peers within the business.
• Has industry network and ability to further grow network

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.