Join a Challenger
At EQB, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity.
We can’t wait to get to know you!
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 EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.
Equity, Diversity & Inclusion
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.
