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. 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 Manager, Commercial Credit is responsible for providing day to day leadership, mentoring and guidance to team members while at the same time ensuring that the team operates efficiently and productively. all aspects of CMHC portfolio management (excluding CMHC annual reviews) including the monitoring and processing of all maturities, renewals, and loan extensions as well the Quarterly Servicing Audit of CMHC loan files
The Manager will also be responsible for ensuring that departmental guidelines, procedures, policies and credit risk objectives are adhered to and must exercise sound judgment without compromising service and credit risk. Additional credit-related and administrative duties including weekly, monthly and quarterly reporting are also required to support senior management and regulatory requirements. The Manager is responsible for communicating and cooperating with external business partners as well as staff within the Credit & Risk Management group and other internal departments.
The Manager will prepare and conduct team members' performance reviews and target settings as well as interviews for all incoming employees.
As required, the Manager is also responsible for underwriting commercial mortgage product types to be reviewed by the Senior Manager, Commercial Credit including conventional and CMHC-insured facilities, adhering to established policies and underwriting standards, meeting compliance and control requirements, achieving service goals and assisting with the achievement of anticipated annual team targets.
25% on a daily basis, the incumbent will review loan analyses (CRAs) submitted by commercial mortgage underwriters (including originations, renewals, assumptions, and ad hoc requests) and approve applications within prescribed limits. The incumbent will be responsible for ensuring that team members adhere to company policies and guidelines
~ 25% on a daily basis the incumbent will be responsible for providing ongoing training and guidance to staff members. monitoring the CMHC Maturities Pipeline to accurately track the status of upcoming renewals, refinances, extensions and discharges
~ 10% on an ad-hoc basis, the incumbent will prepare and conduct employee targets and performance reviews as well as interview candidates for available positions
~ 10% on a daily basis, the incumbent will communicate with internal contacts (funders, managers, administrators) and external contacts (lending partners, mortgage brokers) to ensure transactions are processed in a timely and efficient manner in order to deliver superior customer service
~ 5% on a monthly basis, the incumbent will be responsible for various administrative and reporting duties required for the department/Company which will be relied upon by Senior Management
Minimum 5 years of experience in underwriting commercial real estate transaction including CMHC-insured multi-unit commercial mortgages
Bilingualism is an asset
Working knowledge of AML/ATF regulations and Corporate/Legal documentation (both direct and partner originated transactions) for commercial real estate in multiple jurisdictions across Canada
Sound technical knowledge of commercial real estate underwriting, financial statement analysis and factors affective the commercial mortgage market
Proficient in MS Office
What we offer [For full-time permanent roles]
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
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 351 King Street East, Toronto, ON.
Equitable Bank is deeply committed to inclusion. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire.
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. 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 Manager, Strategy & Corporate Development will be responsible for supporting the Vice President, Strategy, Corporate Development & ESG on a variety of projects such as enterprise-wide strategy initiatives, enterprise performance and growth, and strategy execution. The Strategy, Corporate Development & ESG team sits within the Finance organization, closely supporting CFO and CEO level priorities. Projects usually involve cross-functional teams and contribute to the overall strategy and direction of the Bank and support senior executive and Board-level decision making. The incumbent will use his or her strategic, financial, and analytical abilities to provide both qualitative and quantitative input supporting the development of recommendations for Senior Management. In addition, this individual will be responsible for communicating findings and managing follow-up related efforts. If you are passionate about driving change in Canadian Banking, this is the right opportunity for you
Play an integral role in the annual enterprise-wide strategic planning process, from initial storyline creation with Senior Management and required supporting analysis, through to development and ownership of presentation materials
Closely support the Vice President in leading both the Annual Board strategy session with the Board of Directors and the Senior Management Offsite meeting
personal and commercial banking, tech) for quarterly Board meetings
Lead and drive projects forward, particularly relating to strategic priorities (including ESG priorities), by managing internal stakeholders, including business unit leaders, developing output materials, conducting financial analysis, and presenting key deliverables to Senior Management
Present key insights and recommendations based on research and data analysis
Effectively delegate to analysts to ensure efficiency of analysis and manage timely output
Work closely with Corporate Finance, Accounting, and Reporting teams on content creation and finalization for quarterly and annual reporting obligations
Due diligence and integration support for Corporate Development opportunities (20%)
Support in identifying and assessing potential strategic investment and acquisition targets, as well as other corporate initiatives, for strategic fit and value generation
Support in developing strategic rationale, performing financial analysis, building valuation models, and identifying opportunities and risks in initial stages of potential acquisitions
Co-ordinate and collaborate with internal teams to manage due-diligence activities across workstreams in tight timelines
Draft presentation documents as required to support communication of critical elements of transactions to Senior Management and Board of Directors
Develop solid understanding of accounting and administrative requirements for transactions, to lead internal implementation efforts
Market dynamics and intelligence (10%)
Conduct research to support business unit and enterprise strategy (e.g., news releases, journals, industry publications, etc.) to identify, track and monitor market, competitive and regulatory trends
Minimum 2 to 4 years of experience in Management Consulting, Strategy, Investment Banking, and/or Corporate Development.
Understanding of financial services and banking industry financials and dynamics
Undergraduate degree in business administration, finance, economics, or related field; MBA preferred
CFA considered an asset
Exceptional analytical prowess, with expertise in financial modelling, analysis, and problem-solving, complemented by strong oral and written communication skills
Meticulous attention to detail and adept time management abilities
Experience synthesizing analyses and preparing PowerPoint presentations for C-Suite level executives or Board of Directors
Experience, confidence, and maturity managing internal and external stakeholders
Strong attention to detail and time management skills
What we offer [For full-time permanent roles]
Medical, dental, vision, life, and disability benefits
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
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.
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 Commercial Funding Administrator is responsible for the day-to-day maintenance of various funding and administrative tasks. Duties include preparing the Commercial Daily Funding Agenda and Pipeline reporting along with final report follow-up, tax calculation, wire remittances for third party refunds/fees and documentation validation. Additional responsibilities include data entries in PPLUS and special projects required by management. These duties involve liaising with the Bank's lending partners, solicitors, and staff within the Commercial Funding & Servicing group and other internal departments. The Work Daily, the incumbent will be responsible for the coordination, preparation, monitoring and delivery of the Daily Funding Agenda throughout the day, which is relied upon by senior management and several internal groups within the Bank Daily, the incumbent will be responsible for pipeline reporting for BES, CFG and CMHC Funding groups and posting on Sharepoint Daily, the incumbent will be responsible for completing the Validator report for BES, CFG and CMHC Funding groups and posting on Sharepoint On a daily basis, the incumbent will complete supporting steps related to funding and post-funding activities (i.e. set up property tax accounts in Pplus and prepare tax calculations, set up Pre-Authorized Debit (PAD) Accounts in Pplus, cross-check wires, prepare and send client welcome letters), which are to be completed accurately and in a timely manner On closed transactions, the incumbent will be responsible for uploading the Validator and Funding Checklist; any gaps identified will be escalated to the responsible funders Once a transaction has closed, the incumbent will work with solicitors and partners to obtain final reports for all closed deals. In addition, to ensure data integrity for each loan in PPlus, the incumbent is required to leverage available reports to identify gaps or inaccuracies and solve or correct the issues The Commercial Funding Coordinator will also process wires/refunds to various parties (brokers, solicitors, insurance consultants, borrowers, etc.) accurately and in a timely manner On a weekly basis, the incumbent will be responsible for the preparation of specific and adhoc departmental reports which include but not limited to pipeline, data integrity, and cancellation reporting to be relied upon by Management. This entails regular communication and follow-up with Funders and internal servicing team. In addition, when required, the incumbent will be required to complete memos with supporting details for other departments to leverage their tasks Periodically, the incumbent will also be asked to work with Management on specific projects and/or tasks that include system testing, documentation collection and reporting. Incumbent will be required to develop an adequate level of proficiency in internal suite of software applications used by the bank , primarily PPLUS, File Nexus and Cyberquery Liaise daily with a variety of internal departments to address any unique adhoc issues that may arise and seek timely resolution Understand and follow departmental policies, guidelines, and procedures Complete other tasks assigned at the request of Management Gather data and accurately prepare assigned departmental reports as scheduled Let's Talk About You Degree in business administration or finance or diploma program in a related discipline with a minimum of 1-2 years' experience in administration and servicing of mortgage loans Experience in management reporting is considered an asset Strong working knowledge of MS Office (Word, Excel, Outlook, PowerPoint) is a must Strong attention to detail Strong analytical skills Strong organizational skills Ability to handle multiple competing priorities and meet deadlines Excellent time management skills Team-oriented Ability to solve problems and propose solutions Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner 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 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
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. 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 Commercial Funding Administrator is responsible for the day-to-day maintenance of various funding and administrative tasks. Duties include preparing the Commercial Daily Funding Agenda and Pipeline reporting along with final report follow-up, tax calculation, wire remittances for third party refunds/fees and documentation validation. Additional responsibilities include data entries in PPLUS and special projects required by management. These duties involve liaising with the Bank's lending partners, solicitors, and staff within the Commercial Funding & Servicing group and other internal departments.
Daily, the incumbent will be responsible for the coordination, preparation, monitoring and delivery of the Daily Funding Agenda throughout the day, which is relied upon by senior management and several internal groups within the Bank
Daily, the incumbent will be responsible for pipeline reporting for BES, CFG and CMHC Funding groups and posting on Sharepoint
Daily, the incumbent will be responsible for completing the Validator report for BES, CFG and CMHC Funding groups and posting on Sharepoint
On a daily basis, the incumbent will complete supporting steps related to funding and post-funding activities (i.e. set up property tax accounts in Pplus and prepare tax calculations, set up Pre-Authorized Debit (PAD) Accounts in Pplus, cross-check wires, prepare and send client welcome letters), which are to be completed accurately and in a timely manner
In addition, to ensure data integrity for each loan in PPlus, the incumbent is required to leverage available reports to identify gaps or inaccuracies and solve or correct the issues
The Commercial Funding Coordinator will also process wires/refunds to various parties (brokers, solicitors, insurance consultants, borrowers, etc.) On a weekly basis, the incumbent will be responsible for the preparation of specific and adhoc departmental reports which include but not limited to pipeline, data integrity, and cancellation reporting to be relied upon by Management. Periodically, the incumbent will also be asked to work with Management on specific projects and/or tasks that include system testing, documentation collection and reporting. Incumbent will be required to develop an adequate level of proficiency in internal suite of software applications used by the bank , primarily PPLUS, File Nexus and Cyberquery
Understand and follow departmental policies, guidelines, and procedures
Gather data and accurately prepare assigned departmental reports as scheduled
Degree in business administration or finance or diploma program in a related discipline with a minimum of 1-2 years' experience in administration and servicing of mortgage loans
Experience in management reporting is considered an asset
Strong working knowledge of MS Office (Word, Excel, Outlook, PowerPoint) is a must
What we offer [For full-time permanent roles]
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
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. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire.
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 Work The Commercial Administrator is responsible for reviewing and processing commercial subsequent and co-lending facility advances and repayments, recommending and recording partial discharges, performing data integrity checks, producing various reports and completing administrative duties as required by management. The Incumbent will be reporting to the Manager, Commercial Administration and will be working closely with the Commercial Underwriting teams, Senior Commercial Management, Mortgage Services and Accounting. The core parts of your role would be to: The Commercial Servicing Administrator will be responsible for supporting the Commercial Servicing Specialist by handling the daily operations of loans including but not limited to monthly payment reconciliations, subsequent advances and repayments while ensuring as much automation on PPLUS as possible and properly managing priorities in order to meet prescribed deadlines. (40%) In addition, the incumbent will be responsible for submitting partial discharges for approval to management, updating the monthly Inventory Report with unit sales, reviewing Inventory loans for quarterly paydown requirements. (35%) On a daily basis, the incumbent will communicate with internal contacts (funders, underwriters, managers, and commercial mortgage sales staff) and external contacts (Lending Partners, mortgage brokers, solicitors, and clients) to ensure transactions are processed in a timely and efficient manner in order to deliver superior customer service. (10%) The incumbent will also be working with the Payments Department in Mortgage Services regarding any loan payment inquiries that arise. (10%) The incumbent will be responsible for contributing to special projects as assigned from time to time, including the development of user guide instructions and updates to policies and procedures within Commercial Administration. (5%) Let's Talk About You Bachelors' degree in Commerce or equivalent work experience (accounting skills are essential) Have a minimum of 2 years' mortgage administration experience Comprehensive knowledge of real estate transactions and AML Excellent working knowledge of MS Office (primarily excel), CyberQuery and PPLUS Proven experience in data analysis Outstanding attention to detail Strong time management and organizational skills demonstrating the ability to handle multiple competing priorities Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner Bilingual an asset Job Complexities / Thinking Challenges The position requires the incumbent to be a self-starter and make sound decisions as efficiently as possible. Commercial mortgages can be complex in nature, requiring in-depth reviews of documentation, which will require creative and innovative thinking and problem solving. The incumbent will be continuously challenged by information requirements and multiple competing activities, many of which will be time sensitive As well, the incumbent will be required to communicate information that may be complex in nature, support new Company initiatives and understand the impact process changes' may have on other functional areas within the Company. Understanding company guidelines and policies is critical with assisting the department in making sound lending decisions 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
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.
Work Term:
September 2025 - December 2025
Purpose of the Job
The Product Management, Growth Businesses Intern is responsible for assisting with various duties to maximize profitability of the bank via the prioritization and execution of strategic initiatives. Over this 16 week internship, the role will get exposure to the strategy for our Reverse Mortgage and Insurance Lending businesses. The candidate must be able to impeccably execute their tasks in a timely and prudent manner within established guidelines.
Main Activities:
Work alongside Product Manager, Underwriters and Business leads to identify, prioritize and execute opportunities to improve product features and processes Conduct competitor analysis Own ongoing reporting requirements, sending daily, weekly and monthly reports/updates to broader team Support updates and amendments to various calculators (I.E. CSV and IFA underwriting, REM Underwriting, REM online calculator), and work with internal stakeholders and external resources as required through testing and implementation Support Product Manager, and Associate Product Managers in the analysis of various initiatives Collaborate with stakeholders to understand product metrics, experiment data, and do self-serving data analysis to get insights Provide the highest level of internal and external customer service on a daily basis Help build reports, tools and processes to improve underlying processes of the Reverse Mortgage and Insurance Lending businesses On an ad-hoc basis, support management with strategic growth initiatives and product enhancements Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest Prioritize and manage own workload to meet service level agreement requirements for service and productivity
Knowledge/Skill Requirements:
Bachelor's or Master's Degree in progress, in finance, business administration, commerce, economics, data analysis, marketing, engineering, product management or any other relevant field Ability and desire to work collaboratively to ensure successful project execution;
Proven ability to generate and deliver reports that provide useful insights into product details;
Highly organized, data-oriented, user-obsessed, and detail-oriented with a passion for ensuring product optimized efficiently and effectively;
Skilled at dataanalysis and comfortable with design and technical terms;
Excellent oraland written communication skills with the ability to respond in a clear, concise, and professional manner Ability to handle multiple competing priorities Ability to work in a fast-paced environment Self-starter with an inquisitive mindset A strong desire to learn about the Canadian housing market and all elements impacting the mortgage sector
How To Correctly Submit Your Application
All applications must be submitted through our company website. Search for:
Product Management Intern, Fall 2025 Please note that you must be an active student going back to school. Applications from students who have already graduated will not be accepted unless you need to do a co-op placement in order to graduate. Please scan together and submit ONE DOCUMENT that includes your transcripts, resume and cover letter. Please note that if the application is not completed properly, it will not be accepted
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
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
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 Work
The purpose of the Documentation Specialist is to support the operation by analyzing, developing, and writing Standard Operational Procedures (SOPs) and user manuals. The Documentation Specialist is also accountable for ongoing documentation and maintenance of the SOPs and training materials.
The Core Responsibilities
Plan, develop, write and edit SOPs and user manuals used by the Business Units. Work closely with Managers to document SOPs for functions handled within each team. Update SOPs to reflect changes resulting from business process review, new product launch, legislative changes, etc Reviews SOPs for completeness, accuracy, formatting, and grammar in the electronic document management system to maintain company standards Maintenance and version control of the department policy manuals. The policy manuals must be accurate and kept up to date to ensure conformance with regulatory requirements Liaise with Management and the various teams to maintain a strong understanding of existing products and procedures Update training materials to reflect any changes resulting from business process review, system upgrades, new product launch, legislative changes, etc Create communications to inform staff of updates to policies, procedures, technology, upcoming training events, and any new initiatives. Maintains and controls document control logs for document assignment and change controls
Let's Talk About You
3 years of experience in a mortgage related role. 3 years of experience writing procedural documentation and policy manuals. University/College Degree in finance, business or related field Certificate in Technical Writing is preferred. Technical writing skills are required. Knowledge of commercial and residential lending products, related terminology and provincial and federal legislations Solid knowledge of various software packages, including, MS Excel, Word, Power Point and web-based applications Strong organizational, time management and communication (both oral and written) skills. Proven ability to work both independently and collaboratively. Knowledge in SharePoint and Madcap Flare are definite assets. Knowledge in Snagit and Camtasia are definite assets. Sense of humor and the ability to work with different personalities.
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
Equitable Bank is driven by its mission to maintain its status as Canada's Challenger Bank and is deeply committed to fostering an inclusive and diverse workplace. We recognize the importance of understanding the systemic barriers that Indigenous peoples face when accessing and working in Financial Services. We are offering these Indigenous Internship opportunities to support research on these barriers and provide recommendations for how Equitable Bank can better serve Indigenous communities.About The RolesThe internships will provide the successful candidates with the opportunity to conduct meaningful research and gain valuable industry experience. The interns will work within a designated business group, supporting research initiatives and having other responsibilities aligned with the team's goals. There are two roles in Toronto and one in Regina.The Core ResponsibilitiesConduct research on systemic barriers to banking access for Indigenous peoplesDraw on lived experiences to bring awareness to issues impacting Indigenous communitiesWork collectively with peer Indigenous InternsDevelop and deliver a final paper/report with findings and recommendationsDuties & Responsibilities (Business Group Specific)Support business group initiatives and assist with day-to-day operations as requiredCollaborate with team members to identify and implement process improvementsParticipate in meetings and contribute insights relevant to the team's objectivesSupport additional administrative or project-based tasks as neededLet's Talk About YouAn Indigenous student currently enrolled in or a recent graduate of a college, university, or equivalent programBusiness and financial knowledge is an assetProficiency in Microsoft Office productsExcellent written communication skillsStrong attention to detailStrong analytical and critical thinking skillsAbility to work independently and review one's own workAbility to source research ethically and ensure proper citation practicesAt Equitable Bank, we are committed to providing an inclusive environment where diverse perspectives are valued. We encourage applications from Indigenous students who are passionate about research, financial services, and making a meaningful impact for their communities.We thank all applicants for their interest; however, only those selected for an interview will be contacted.Equitable Bank is driven in their mission to maintain their status as Canada's Challenger Bank and deeply committed to inclusion. To more fully understand the systemic barriers facing Indigenous peoples in obtaining access to banking products and services, this role is intended to research these barriers and systemic difficulties and document recommendations on how Equitable can support overcoming them.
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 370,000 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 5 million members. Together we have over $100 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our EQ Bank platform ( eqbank.ca ) has been named the top Schedule I Bank in Canada on the Forbes World's Best Banks 2023, 2022, and 2021 lists. Work Term: May 2024 – August 2024 Purpose of the Job: Equitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in Canadian banking to enrich people's lives. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking and through its EQ Bank platform has been named #1 Bank in Canada on the Forbes World's Best Banks 2021 and 2022 list. EQ Bank provides state-of-the-art digital banking services, like the Savings Plus Account that reimagines banking by offering an everyday high interest rate, plus the flexibility of a chequing account, as well as a wide range of smart banking solutions for Canadians, like fast international money transfers, US dollar accounts and a suite of registered products. Main Activities: The incumbent will on board loans by adding loans to SIT and RAISE platforms. Scrub the loan details against SFR watch/deny list and document the Broker verification process. The incumbent will scrutinize the contents of the file with a strong emphasis on anti-money laundering (AML) and anti-terrorist financing (ATF) requirements, to assess if CIF merges are required, review existing AML scores, ensure any STR/SATs are dealt with accordingly and archive all documents received to date to Athena (10%) Will be responsible to communicate with internal contacts (i.e., Account Managers, Underwriters, Funders, Compliance) and third-party providers (i.e., Brokers, Partners, Clients) to obtain/review required AML documentation and act as a liaison between various groups within the department. Ensuring transactions are processed in a timely and efficient manner to deliver superior customer service, while ensuring compliance with the Company's established AML policies and lending guidelines and requirements. Completion of the Fintrac form prior to funding and recommend to Management for approval (10%) Generate CAFs by updating loan details in SIT as per approved LPD write ups and recommend to management for approval. Update statuses or closing dates as requested, process good faith deposit cheques on SIT, document loan cancellations on SIT, RAISE and Athena, prepare loan cancellation memos for fee reimbursement for senior management approval and cut reimbursement cheques from SIT or request wires from Funding (10%) On regular basis, assist the underwriters in preparation of draft commitments, instructing the funding dept, income analysis and employment verbal verifications, the incumbent is responsible for time management of their workflow to meet prescribed deadlines (20%) Will assist with the timely and efficient collection of documents for transactions by communicating with external contacts (i.e., partners, brokers, sponsors) to ensure a deal is ready for underwriting and subsequent funding. The incumbent will scrutinize the files to ensure accurate receipt. The incumbent will also assist underwriters in the preparation of supporting documentation required as part of a credit submission like industry segmentation, aggregate exposure, and AML form (25%) Also, the incumbent will analyze and underwrite commercial credit facilities together with additional credit related and administrative duties, for conventional commercial mortgage product types. Attention must be made to ensure that compliance with the company's established lending guidelines and procedures are followed with recommendations submitted for approval to management. The incumbent is responsible to ensure all lending criteria have been satisfied on deals underwritten and outstanding documentation/conditions, if any, are being met in a timely manner (25%) Let's Talk About You Currently enrolled in University or College program (Finance, Business, Accounting or Economics is preferred) Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point) Strong analytical skills Strong organizational skills Ability to handle multiple competing priorities Good time management skills How To Correctly Submit Your Application All applications must be submitted through our company website: . Search for: Commercial BES Intern, Summer 2024 Please note that you must be an active student going back to school. Applications from students who have already graduated will not be accepted unless you need to do a co-op placement in order to graduate. Please scan together and submit ONE DOCUMENT that includes your transcripts, resume and cover letter. Please note that if the application is not completed properly, it will not be accepted 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, personal days and even a moving day 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 The incumbent will be working hybrid and in office time will be spent working from Equitable Bank's additional office space located at 351 King Street East, 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
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 Work
The Strategic Account Manager (SAM) will be responsible for managing and growing high-value accounts within Equitable Bank's portfolio, with a focus on driving sales, enhancing relationships, and increasing market share within specified networks. The SAM will work closely with key brokerages, within specified networks to ensure the success and long-term growth of these partnerships. This role requires the ability to strategically assess the needs of individual brokerages within a specified network and work with other stakeholders in sales and operations to implement positive changes that increase market share.
The core parts of your role would be to:
1. Account Management Manage and build strong, long-lasting relationships with key strategic accounts, including super brokers and other high-volume clients Develop and execute strategic account plans tailored to the specific needs of each account to drive growth and meet sales targets Monitor account performance, including sales volumes, market share, and other key metrics, to ensure targets are met and exceeded Proactively identify new business opportunities within existing accounts and work to capitalize on those opportunities to increase market share Maintain ongoing communication with account stakeholders to address any issues, gather feedback, and identify new sales opportunities Collaborate with internal teams, including Sales, Marketing, and Credit, to deliver solutions that meet account-specific needs and ensure a smooth customer experience Market Growth & Business Development Collaborate with the Senior Director of Residential Sales and other internal stakeholders to identify and pursue growth opportunities in the market Conduct research and analysis to identify trends and areas for growth within assigned accounts, ensuring Equitable Bank is well-positioned to capitalize on new opportunities Assist in expanding the Bank's footprint in new regions or verticals by leveraging strategic account relationships to build a stronger market presence Develop and execute sales strategies that align with the Bank's overall growth objectives while maintaining a focus on profitability Relationship Building & Networking Cultivate and maintain strong relationships with key decision-makers at high-value brokerages, super brokers, and other strategic partners Represent Equitable Bank at industry events, conferences, webinars, and other networking opportunities to increase visibility and create new business connections Conduct regular meetings with accounts to foster engagement, identify challenges, and develop solutions to address concerns and improve service Engage in ongoing communication with strategic partners to ensure Equitable Bank's products and services are top-of-mind when new opportunities arise Sales Reporting & Forecasting Provide regular reports on account performance, sales activities, and market trends to the Senior Director of Residential Sales Work closely with the sales and marketing teams to ensure alignment between business development efforts and promotional strategies Monitor sales pipelines, track progress, and forecast future opportunities to ensure accurate reporting and resource planning Maintain and update accurate records of all interactions and opportunities within the CRM system
Let's Talk About You
5-8 years of experience in account management, business development, or sales within the residential or financial services industry Proven track record of managing strategic accounts and driving revenue growth Strong interpersonal, communication, and negotiation skills Ability to analyze account performance data and market trends to develop strategic sales plans Demonstrated ability to build and maintain relationships with senior-level executives and key stakeholders Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), and CRM systems (e.G., Salesforce) Strong organizational and time management skills with the ability to manage multiple accounts simultaneously Bachelor's degree in Business, Marketing, Finance, or a related field is preferred
Job Complexities/Thinking Challenges
Ability to navigate complex customer needs and resolve issues in a timely manner while managing multiple high-value accounts Strategic thinking and market analysis are required to drive business development efforts and identify opportunities for expansion The role requires a high level of relationship management and the ability to influence key stakeholders at multiple levels
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
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
