Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together. We are a big (and growing!) family. Overall we serve more than 670,000 people 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 $125 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.
The Managing Director, Investor Relations will be responsible for a robust investor relations framework for EQB, including leading the design and delivery of a multi-year investor and valuation strategy for the bank, periodic investor days, the annual investor relations plan and KPIs as approved and reported to the Audit Committee. This leader is first on point for all retail, institutional investor, analyst communications and interactions and at times media. This is a high profile position to manage the reputation, perception and multi-billion dollar market value of EQB in the capital markets as the owner of the 7th largest and fastest growing bank in Canada.
This senior position will interact as much as daily with investors, analysts, rating agencies, the media and senior leadership of EQB. The successful candidate must bring a strong understanding of financial services strategy, engaging with institutional investors, and a deep appreciation for banking with a clear ability to learn and understand deeply the mechanics of EQB, the balance sheet and financials, how the businesses work and in turn confident communications with deep business insights.
Expert organizational and multi-tasking skills are a must and the individual should be able to work with a high degree of independence and initiative, comfortable with all levels of communication and able to work rapidly and effectively including together with the CEO and CFO. The Managing Director IR must also be willing to take a hands-on approach to the role together with a high level of attention to detail. This position has a large component of independent contribution with a small team.
Main Activities
Be accountable together with the CFO to create a 12-36 month investor relations strategy roadmap, and corresponding annual IR scorecard to present to the Audit Committee, including for all analyst coverage, investor meetings and targets Create succinct and highly insightful quarterly reporting to the Management Committee and Board of Directors, including all investor relations KPI progress, market insight, and continuous improvement opportunities to improve the long-term value of EQB Create and ensure all external presentations, the Equitable IR website, and investor and equity analyst communications are planned, managed effectively on a day-to-day basis, which can have a meaningful and critical impact on the value of EQB and our perception in the capital markets Design and manage a multi-year investor relations plan, the delivery of all key initiatives and a roadmap to achieving and maintaining full valuation of the bank for investors including investor expansion and US marketing Work together with Treasury to manage interactions with fixed income investors and credit rating agencies to improve the credit rating of the bank Proactively approach planning and analytical based approaches to expanding the institutional investor base globally Actively manage relationships with all equity analysts particularly around all quarterly reporting, consensus estimates and model reviews Prepare and distribute insightful regular competitive reporting and intelligence and valuation insights Knowledge/Skill Requirements
12+ years of investor relations, strategic finance, corporate development, management consulting and/or corporate finance experience specifically related to the financial institution sector Undergraduate degree in economics, business, mathematics or engineering from a well-recognized and reputable institution MBA, CA/CPA and/or CFA Excellent understanding of the capital, capital ratios and business constraints of operating a financial institution regulated by OSFI and under the Basel rules Proven experience creating and leading a top tier investor relations practice Sound knowledge of secured lending businesses (with focus on commercial real estate and single family residential) and the dynamics of raising CDIC-insured deposits Expert understanding and ability to structure credit deals and securitizations, model returns and capital implications, plan and execute required due diligence In-depth knowledge of financial technology in Canada and the U.S. including trends, major players, and business models Senior leadership experience in the areas of policy development, strategic and business planning fundamentals, stakeholder relations (internal and external) and oversight of complex projects Thorough understanding of banking information systems Strong business and financial modeling skills Network of relationships to gather insight into various segments of market opportunity High aptitude for research and analysis Excellent verbal and written communication skills including creation of power point presentations Comfortable interacting with all levels of the organization, including the most senior management (i.e. CEO and CFO) and the Board of Directors Strong negotiation skills and the ability to get to yes Good judgment and ability to think quickly and respond in a very dynamic environment Strong client focused orientation Ability to manage multiple projects and meet deadlines Prior experience with equity analysts, institutional investors, related communications and strategy Successful track record of leading transformation in complex environments 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 Annual professional development allowance and a comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience 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! Seniority level Not Applicable Employment type Full-time Job function Business Development and Sales Industries Transportation, Logistics, Supply Chain and Storage #J-18808-Ljbffr
An established industry player is seeking a dynamic Managing Director for Investor Relations. This pivotal role involves crafting a strategic roadmap for investor relations, engaging with institutional investors, and managing the bank's reputation in the capital markets. The successful candidate will leverage over 12 years of experience in finance to drive change and enhance the bank's market value. Join a forward-thinking team that values innovation and collaboration, where your contributions will significantly impact the future of banking in Canada. If you thrive in a fast-paced environment and are passionate about transforming financial services, this opportunity is for you.
#J-18808-Ljbffr
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 670,000 people 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 $125 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. The Work As Vice President of the Value Office, you will lead a transformative agenda to evolve the Financial Planning & Analysis (FP&A) function into a strategic powerhouse within the organization. Reporting directly to the CFO, this role will spearhead the implementation of advanced analytics tools, drive enterprise‑wide efficiency, and lead strategic capital allocation initiatives. You will serve as a key advisor to senior leadership, connecting financial insights to business strategy and enabling data‑driven decision‑making across the enterprise. Financial Planning & Analysis Leadership Lead the modernization of FP&A through the deployment of a performance management platform and further integration of AI‑powered forecasting and scenario planning tools. Advance the planning, forecasting, and outlook processes from percentage‑based assumptions to robust, bottoms‑up analysis. Champion the “Business CFO” model, embedding FP&A leaders as strategic copilots in business units, to act as trusted advisors in decision‑making and crisis response. Deliver timely, insightful, and actionable financial analysis to senior executives, enabling proactive business decisions. Enterprise Efficiency Own and manage the enterprise‑wide spend framework, ensuring alignment with strategic priorities and financial targets. Partner with business units to evaluate project‑level expenses, challenge assumptions, and ensure financial discipline across initiatives. Collaborate cross‑functionally to identify and implement cost optimization opportunities, balancing efficiency with growth enablement. Develop and maintain robust tracking mechanisms for enterprise spending, enabling transparency, accountability, and performance measurement. Facilitate strategic discussions around execution feasibility, timing, and alignment with long‑term organizational goals. Act as a thought partner to the CFO and executive team, anticipating future needs and shaping the enterprise’s financial strategy. Lead the business settlements and reporting team, turning data into insights on how the organization spends money and identifying potential efficiency opportunities in line with EQB culture and values. Strategic Capital Allocation Lead the evaluation and prioritization of major investments, campaigns, transformation projects, and acquisition opportunities. Partner with Procurement to redefine Delegation of Authority (DOA) policies, balancing agility with governance. Be a catalyst for prioritizing enterprise projects and campaigns, ensuring resources are allocated to initiatives with the highest strategic and financial impact. Oversee portfolio reporting of all significant capital initiatives, ensuring alignment with ROE targets and long‑term strategy. Influence senior leaders by providing clear, data‑driven insights into spend trends, trade‑offs, and ROI across projects. Support the CFO in assessing investment proposals requiring executive signoff, providing rigorous financial and strategic analysis. Let’s Talk About You! 10+ years of progressive experience in FP&A, corporate finance, or strategic planning, with at least 5 years in a leadership role. Proven success in implementing enterprise‑grade planning and forecasting platforms; experience with Anaplan, Power BI and AI‑driven analytics is a strong asset. Deep understanding of financial modeling, scenario planning, capital allocation, and enterprise efficiency strategies. Exceptional strategic thinking and business acumen; ability to anticipate future trends and align financial strategy with organizational goals. Strong leadership and stakeholder engagement skills; capable of influencing senior executives and driving cross‑functional collaboration. Experience working with procurement and governance frameworks, including DOA policy development. CPA, CFA, MBA, or equivalent designation preferred. What we offer (For full‑time permanent roles) Competitive discretionary bonus ✨ Market leading RRSP match program
A leading financial institution is seeking a Vice President of the Value Office to lead transformative initiatives in Financial Planning & Analysis. This role involves driving enterprise efficiency, strategic capital allocation, and providing data-driven insights to senior leadership. The ideal candidate has a strong background in corporate finance and experience with planning tools like Anaplan and Power BI. Competitive compensation and a hybrid work model are offered.
#J-18808-Ljbffr
A leading Canadian financial institution is seeking a Vice President of the Value Office to drive the Financial Planning & Analysis function. The candidate will implement advanced analytics, manage enterprise spending, and lead strategic capital initiatives. Ideal applicants have over 10 years of experience in FP&A, strong leadership skills, and a proven track record in financial modeling. This role offers a hybrid work environment, competitive benefits, and growth opportunities.
#J-18808-Ljbffr
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. Our mission is to redefine the future of banking while having fun, and we’re looking for talent to help us achieve that. About the Company Equitable Bank serves more than 670,000 people across Canada and has been around for over 50 years. As a wholly‑owned subsidiary, Concentra Bank supports credit unions that serve more than six million members. With $125 billion in combined assets, we drive change in Canadian banking and have been recognized on the Forbes World’s Best Banks list since 2021. The Work As Vice President of the Value Office, you will lead a transformative agenda to evolve the Financial Planning & Analysis (FP&A) function into a strategic powerhouse. Reporting directly to the CFO, you will spearhead advanced analytics, drive enterprise efficiency, and guide strategic capital allocation. You will be a key advisor to senior leadership, connecting financial insights to business strategy and enabling data‑driven decision‑making across the enterprise. Financial Planning & Analysis Leadership Modernize FP&A through the deployment of a performance management platform and AI‑powered forecasting and scenario‑planning tools. Advance planning, forecasting, and outlook processes from percentage‑based assumptions to robust, bottoms‑up analysis. Champion the “Business CFO” model, embedding FP&A leaders as strategic copilots in business units to act as trusted advisors in decision‑making and crisis response. Deliver timely, insightful, and actionable financial analysis to senior executives, enabling proactive business decisions. Enterprise Efficiency Own and manage the enterprise‑wide spend framework, ensuring alignment with strategic priorities and financial targets. Partner with business units to evaluate project‑level expenses, challenge assumptions, and ensure financial discipline across initiatives. Collaborate cross‑functionally to identify and implement cost‑optimization opportunities, balancing efficiency with growth enablement. Develop and maintain robust tracking mechanisms for enterprise spending, enabling transparency, accountability, and performance measurement. Facilitate strategic discussions around execution feasibility, timing, and alignment with long‑term organizational goals. Act as a thought partner to the CFO and executive team, anticipating future needs and shaping the enterprise’s financial strategy. Lead the business settlements and reporting team, turning data into insights on how the organization spends money and identifying potential efficiency opportunities in line with EQB culture and values. Strategic Capital Allocation Lead the evaluation and prioritization of major investments, campaigns, transformation projects, and acquisition opportunities. Partner with Procurement to redefine Delegation of Authority (DOA) policies, balancing agility with governance. Be a catalyst for prioritizing enterprise projects and campaigns, ensuring resources are allocated to initiatives with the highest strategic and financial impact. Oversee portfolio reporting of all significant capital initiatives, ensuring alignment with ROE targets and long‑term strategy. Influence senior leaders by providing clear, data‑driven insights into spend trends, trade‑offs, and ROI across projects. Support the CFO in assessing investment proposals requiring executive signoff, providing rigorous financial and strategic analysis. Let’s Talk About You! 10+ years of progressive experience in FP&A, corporate finance, or strategic planning, with at least 5 years in a leadership role. Proven success in implementing enterprise‑grade planning and forecasting platforms; experience with Anaplan, Power BI and AI‑driven analytics is a strong asset. Deep understanding of financial modeling, scenario planning, capital allocation, and enterprise efficiency strategies. Exceptional strategic thinking and business acumen; ability to anticipate future trends and align financial strategy with organizational goals. Strong leadership and stakeholder engagement skills; capable of influencing senior executives and driving cross‑functional collaboration. Experience working with procurement and governance frameworks, including DOA policy development. CPA, CFA, MBA, or equivalent designation preferred. What We Offer (Full‑time Permanent) 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 Annual professional development allowance and a comprehensive career development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience Location & Work Arrangement The incumbent will work in a hybrid model, with in‑office time spent at Equitable Bank’s additional office space located at 2200‑25 Ontario Street, Toronto, ON . EEO Statement & Inclusion Commitment Equitable Bank is deeply committed to inclusion. We support and encourage staff to grow both professionally and personally. We provide a barrier‑free recruitment process and work environment for all applicants. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. EquityBank recruiters will only contact leading candidates whose skills and qualifications closely match the position requirements. #J-18808-Ljbffr
