About this Associate Director, Broker Sales & Strategy, Reverse Mortgage role at Eqbank
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!
The Core Responsibilities!
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Act as the subject matter expert on Reverse Mortgages
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Develop and implement strategic initiatives to drive growth in the Reverse Mortgage business
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Lead, coach, and develop the national broker-facing Reverse Mortgage sales team
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Execute regional sales plans and drive broker acquisition, activation, and retention
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Own the training strategy and education of brokers on reverse mortgage solutions
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Define and analyze metrics that inform the team of issues and opportunities to improve key metrics
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Partner with Marketing to deliver broker-facing campaigns and initiatives
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Ensure strong deployment and adoption of reverse mortgage solutions across the broker channel
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Collaborate with Regional Directors to maximize territory coverage and broker engagement
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Work closely with SFR Sales to drive cross-sell and increase product penetration
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Monitor performance, pipeline quality, and conversion effectiveness
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Foster an accountable and collaborative culture and demonstrates a strong ability for developing others to ensure sales and persistency goals are achieved or exceeded
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Build strong relationships with key broker partners and industry stakeholders
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Align with Regional Directors on market execution priorities
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Foster a culture of accountability, collaboration, and continuous improvement
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Drive national growth in the broker-facing Reverse Mortgage channel
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Increase penetration and adoption within the broker network
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Deliver effective training, marketing alignment, and product deployment
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Maximize collaboration with Regional Directors and SFR Sales teams
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Deliver the leading experience for Canadian retirees seeking to obtain a reverse mortgage
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Grow Equitable Bank’s position as the leading reverse mortgage product in the Canadian mortgage broker channel
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Maintain standards of delivering a top-tier customer experience that embodies Equitable Bank’s position on Compliance and Seniors Code of Conduct topics
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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
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Excellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives
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Excellent verbal and written communication skills; ability to communicate on a broad spectrum (from deep technical discussions to high-level executive vision)
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Ability to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints
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Problem solver with sound judgment who takes initiative, accepts ownership and accountability
Accountability:
Let's Talk About You!
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Post-Secondary Degree in Commerce, Management, Economics, Finance, etc. CPA/MBA or other graduate degree a plus
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10+ years face-to-face sales experience with 5+ years in the reverse mortgage industry
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5+ years sales management, coaching and leadership experience
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Is an empathetic leader who nurtures a diverse team and can manage effectively during times of rapid growth and change
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Experience managing cross-functional areas with direct and indirect reports (e.g., risk, finance, marketing, operations)
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Seasoned in a fast-paced B2B and D2C organization(s), strategy and/or in management consulting
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Experience launching products into new channels, at scale
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Demonstrated ability to translate analytical insights into clear recommendations and effectively communicate them to technical and non-technical stakeholders
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Working knowledge of the different systems, theories, and practices relevant to a function as well as practical experience of multiple business cycles
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Excellent written and verbal communication
About You:
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Mature, confident, personable, professional presence
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Keen ability to maintain a clear vision of what matters, prioritizing initiatives in an agile manner
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Enthusiastic, thorough, inclusive, and results-oriented; ability and desire to help others thrive in a dynamic team-oriented environment
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Ability to work in ambiguously defined situations with minimal supervision
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Strong organizational skills; demonstrated ability to manage time and adhere to tight deadlines
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Excellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives
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Excellent verbal and written communication skills; ability to communicate on a broad spectrum (from deep technical discussions to high-level executive vision)
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Ability to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints
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Problem solver with sound judgment who takes initiative, accepts ownership and accountability
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Solid budget management skills
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Relentless focus on customer experience
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.
