Join a Challenger
Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.
How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.
Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
Reporting to the VP, Sales & Distribution, Personal Segment and working alongside senior sales management, the Associate Director, Sales Operations & Strategy is responsible for the development and implementation of sales force effectiveness strategy for both SFR Mortgage and Reverse Mortgage sales team., and Wealth Solutions (Advisor Deposits, Reverse Mortgage). The incumbent will be responsible for leading projects to grow and optimize our sales practice and improve our operational efficiency and overall productivity.
As the Associate Director of Sales Operations & Strategy, you are a proactive and hands-on leader who serves as a strategic partner to the sales leadership team. This role leads the Sales Operations and administration team including Deposit Services, sales processes, and tools to drive sales force productivity.
Work in partnership with senior leadership in Sales to offer insights into the performance of the business and recommendations for improvement (KPIs, Productivity, Commission Administration, Communication, CRM, etc.)
Build & lead a high performing team, responsible for sales operations, reporting, sales productivity, and strategic analysis to enable our Sales teams to exceed their goals
Assisting in development of sales operational strategy and roadmaps for SFR Mortgage, and Reverse Mortgage Wealth Solutions (Deposits, Reverse Mortgage), including financial/experience justification, and overall design
Design, implement, and manage sales processes, leveraging best practices in establishing a high level of quality, accuracy, and process consistency across reporting, forecasting, quota setting and management, sales process optimization
Oversee the creation, accuracy, and efficient distribution of sales metrics, reports and other sales related business intelligence essential to the organization
Actively contribute to the enhancement of business operations processes covering applications, data, reporting, field engagement and project/change management
Maintaining awareness of industry developments and competitor offerings (CSV, Deposits, Mortgage, REM)
Translate directives and customer needs into backlog items. Serve as the primary source of external information for the project teams, offering clear definitions of the targeted capability, the intended value to the customer and functional/non-functional requirements
Education: Post-Secondary Degree in Commerce, Management, Economics, Finance, etc. CPA/MBA or other graduate degree a plus
10+ years of relevant experience in sales, strategy, sales operations, finance or management consulting including people management
Strong business acumen and financial literacy skills, with ability to actively identify areas of opportunity for the business to drive scale, improve margins, and/or streamline existing processes
What we offer [For full-time permanent roles]
\uD83D\uDCB0 Competitive discretionary bonus
✨ Market leading RRSP match program
\uD83E\uDE7A Medical, dental, vision, life, and disability benefits
\uD83D\uDCDD Employee Share Purchase Plan
\uD83D\uDC76\uD83C\uDFFD Maternity/Parental top-up while you care for your little one
\uD83C\uDFDD Generous vacation policy and personal days
\uD83D\uDDA5 Virtual events to connect with your fellow colleagues
\uD83C\uDF93 Professional development and comprehensive Career Development program
\uD83D\uDC9B 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 Equitable Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We can’t wait to get to know you!
