Eqbank14h ago

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Senior Manager, Mortgage Retention and HELOC Strategy

Canada·TorontoFull Timesenior

OtherStrategy

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Quick Summary

Overview

Join a ChallengerAt EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast,

Technical Tools

OtherStrategy

Requirements

~1 min read

Education: Post-Secondary Degree in Commerce, Management, Economics, Finance, Engineering, Computer Science, etc.

MBA or other graduate degree a plus

10+ years of Canadian Financial Institution experience in mortgage lending, product management, and/or mortgage sales, broker sales.

Experience in working closely with technology teams in all aspects of SDLC (requirements, development, testing), including vendor teams

Deep passion in first class customer experiences.

Understanding of Canadian banking regulatory context.

Proven ability to initiate and execute projects.

Previous work experience with significant accountabilities relating but not limited to:

Product management and product development.
Influencing senior executive decisions.
Enthusiastic, thorough, inclusive, and results-oriented; ability and desire to help others thrive in a dynamic team-oriented environment.
Excellent verbal and written communication skills, ability to communicate on a broad spectrum (from deep technical discussions to high level executive vision).
Understanding of workplace collaboration tools (Microsoft Office, JIRA, and others) to achieve efficiency.
Strong attention to detail.
Work experience in facilitation and fact-based problem solving to resolve complex issues and drive actionable outcomes.

Mature, confident, personable, professional presence.

Ability to work in ambiguously defined situations with minimal supervision.

Strong organizational skills: demonstrated ability to manage time and adhere to tight deadlines.

Excellent interpersonal skills, with proven track record of developing relationships and maturity to interact with Senior Executives.

Ability to communicate technical, digital-focused, or conceptual information and ideas effectively to individuals unfamiliar with the subject material, including senior management, regulators, etc.

Ability to deliver creative & effective solutions to retain customers in a rapidly changing banking environment, against significant incumbent competition.

Ability to understand, prioritize and sequence rapid change considering customer demand, business need, technical challenges and operational risk.

Be a key contributor to the evolution of Equitable Bank’s product roadmap at an enterprise level.

Ability to prioritize assignments, projects and handle multiple competing priorities (multi-tasking) within restricted time constraints.

Problem solver with sound judgment who takes initiative, accepts ownership and accountability.

Relentless focus on customer experience.

Independent, self-motivated, and enthusiastic.

Launch and see through to completion product initiatives that will deliver against the company’s strategic roadmap.
Manage discrete budgets associated with individual initiatives.
Provide subject matter expertise on products, solutions, partnerships, and tools to enable the Bank’s strategic objectives specifically as it pertains to renewals related initiatives.
Maintaining awareness of industry developments, market conditions and competitor offerings to continue to build product features.
Conduct vendor management activities with key external stakeholders such as Brokers or other service providers to the Bank
Ensure compliance with regulatory and legal requirements.

Lead the Senior Analyst and any rotational students

Effective collaboration with other internal and external stakeholders will be critical to success in the role.

Must be able to effectively lead and execute program initiatives through others.

Key Internal and External Contacts:

The incumbent will report to the Senior Director, Strategy and Operations

The incumbent will often work closely with various internal departments (e.g. Credit, Sales, Marketing, Project Management, Legal & Compliance, Deposit Services, Finance, Technology, etc.) to gather information and interact with other business unit heads.

The incumbent will need to interact with external stakeholders (e.g. technology vendors, research firms, consulting firms, etc.) to define solutions, optimize usability, or gather data/market intelligence

The incumbent works in a standard office environment, with in office collaboration being a key focus.

The workload is demanding and subject to tight timeframes to produce results. There is frequently a need to re-prioritize activities.

Hybrid work is expected with 1-5 days in person depending on the level and seniority of the role.

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

🎓 Professional development and 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 EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.

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.