EQ Bank | Equitable Bank

Operations

• Support in the development of the strategy for the reverse mortgages business, including quantitative analysis to support forecasts, key insights, recommendations etc.
• Drive projects forward by managing internal stakeholders, developing output materials and presenting key deliverables, often independently
• Support in the execution of select strategic initiatives
• Use quantitative methods (e.g., Excel models) to develop insights that support decision making
• Perform research and fact-finding required for ‘go-no go’ decisions for potential new products and other initiatives (including financial projections and modeling)
• Become internal expert on new opportunities and support the development of business cases
• Conduct analysis to fully understand financial implications, risk, operations, and other implications of new product launches or other projects
• Coordinate between PMO, business units, and IT, often independently
• Brainstorming, structuring and problem-solving process for a range of strategic and tactical business topics including longer-term ownership of the related models (e.g., growth, LTV, pricing, operational efficiency, etc.)
• Establish repeatable processes/methodology that enable quicker turnaround on analysis
• Create and deliver presentations to communicate findings from analysis
• Manage a team and support in their analysis and problem-solving (if applicable)
• Conduct market research to support business unit and enterprise strategy (e.g., competitive position, product assessments, market sizing, etc.), including requests from other teams
• Scan various sources (e.g., news releases, journals, industry publications, etc.) to identify, track and monitor market, competitive and regulatory trends
• Stay current on recent events and share findings to related EQB parties as necessary – perform additional research and projections (when necessary) to determine how market events may affect EQB
• Monitor the housing market and key regulatory initiatives, support in developing the Bank’s position on regulatory developments and in responding to requests from the regulator
• Prepare slides and other materials for Senior Management and Board meetings and present key insights and recommendations
• Manage development of a research repository for competitor and industry trends in Canada
• Support the team with ongoing ownership and updating of key models and analysis (e.g., LTV, pricing)

Associate Manager, Strategy and Operations, Growth Businesses

Manager

• Responsible for maintaining existing broker relationships and sourcing new ones within specified territories.
• Tasked with increasing revenues in line with yearly targets set by the department and the Company.
• Must possess a deep understanding of Equitable Bank’s products to generate prospective deals.
• Keen insight into the underwriting process to ensure that application submissions meet all required criteria.

Regional Business Manager

ServiceNow

• Design, develop, and implement ServiceNow applications, modules, and integrations using best practices and industry standards
• Customize and configure ServiceNow modules and workflows to meet specific business requirements and improve overall system functionality
• Collaborate with stakeholders to gather and analyze business needs and translate them into functional requirements and technical specifications for ServiceNow applications
• Develop and maintain integrations between ServiceNow and other external systems, applications, and databases, ensuring seamless data flow and system interoperability
• Utilize scripting languages such as JavaScript and ServiceNow-specific scripting tools to automate tasks, create business rules, and enhance system functionalities
• Provide technical support and troubleshooting assistance to users, addressing issues related to ServiceNow applications, configurations, and integrations
• Conduct thorough testing and debugging of ServiceNow applications to ensure accuracy, performance, and reliability, identifying and resolving any defects or issues
• Create detailed technical documentation, including system designs, configuration guides, and user manuals, to facilitate effective system maintenance, support, and knowledge transfer
• Collaborate with cross-functional teams, including implementation partners, business analysts, system administrators, project managers, and the Manager, ServiceNow Centre of Excellence to ensure successful project delivery and timely resolution of issues
• Participate in group and peer code review sessions for quality assurance and adherence to standardized practices
• Support application rollout and upgrade projects by working with our internal teams as well as vendors. Prioritize tasks and provide status updates. This may involve non-business hour work
• Attend requirement gathering sessions with business units to clarify the required behaviour, and the risks and impacts to the Bank.
• Support the Manager, ServiceNow Centre of Excellence with status report generation and backlog prioritization.

ServiceNow Engineer

Product Manager

• Lead in the evaluation and execution of transformation initiatives, including new products and product iterations/extensions.
• Work with credit, underwriting, technology, compliance, legal, marketing, and distribution teams to identify and execute on transformation initiatives.
• Identify and execute opportunities to enhance the client/advisor/broker experience and improve processes related to credit, fulfillment and servicing.
• Drive efficiency and impact the overall customer experience to create loyalty and advocacy for EQB.
• Work closely with technology teams responsible for developing key systems including Genesis, MyEquitable, EQConnect, PPLUS, etc.
• Responsible for leading all initiatives related to discovery including research to requirement definition.
• Work with cross-functional teams to ensure that the priorities for the lending business lines are achieved.
• Achieve key outcomes including portfolio value improvements, sales force effectiveness, broker/advisor/customer experience, growth and loyalty cycle times, cost reduction per loan, and continuous improvement to Growth Businesses products and related digital assets used within the business.

Associate Director, Product Manager

Risk

• Develop Front-end Tool (40%)
• - Support the manager in identify tools/platforms that will assist with process enhancement for areas within Treasury (e.g. front end to SQL database, cash/ liquidity management platform, IRR management tool, trading etc.) using AI and related tools
• - Work with the treasury team to understand departmental needs (as it relates to automation).
• - Provide technical support in evaluating and coordinating the initiatives with regards to front-end application tools.
• Ensure Compliance to Data Governance (30%)
• - Ensure all processes and associated controls are documented.
• - Maintain a code library for regular/routine queries.
• - Ensure compliance to change management guidelines.
• - Develop business rules working with the business unit
• Maintain and enhance Treasury’s existing SQL database (20%)
• - Maintain and enhance existing Treasury’s databases.
• - Ensure daily and monthly ETL processes run seamlessly.
• - Complete database issue fixes on a timely basis.
• - Develop new tables / processes for data related to new products or those that are not currently in the database.
• Departmental Data Support (10%)
• Liaise with internal (treasury) and external partners (within the Bank) in identifying data needs and ensure high level of service is maintained at all times

Treasury Data and Governance, Intern

Data Engineer

• Design, develop, and maintain scalable Synapse pipelines for data ingestion, processing, and transformation in Azure data platform.
• Develop and optimize T-SQL and Python-based data processing scripts and integrate them with Synapse pipelines for ETL tasks and data transformations.
• Design and develop mapping dataflow solutions for complex data transformations.
• Develop and maintain data storage solutions, ensuring efficient data retrieval and storage on Azure Data Lake and databases.
• Implement and maintain API integrations, including REST APIs, for seamless data flow between systems.
• Design and test the end-to-end process for data ingestion, data transformation, data cleansing, data delivery, data quality and data timeliness.
• Implement and ensure data security and privacy measures, complying with industry standards and regulations.
• Monitor and optimize the performance of Azure data services, Azure Synapse pipelines, Function Apps, and Logic Apps.
• Improve the scalability, efficiency, and cost-effectiveness of data pipelines.

• Define and maintain the CIAM strategy and multi-year roadmap aligned with business growth, digital transformation, and enterprise security objectives.
• Continuously assess business priorities, customer experience needs, regulatory drivers, and industry trends to shape CIAM capability evolution.
• Regularly re-prioritize CIAM initiatives based on changing business needs, risk posture, and market developments.
• Act as a trusted advisor to IAM leadership and senior stakeholders on CIAM investments, trade-offs, and sequencing.
• Establish and evolve measurable outcomes for the CIAM roadmap.
• Partner with business, product, and digital teams to understand customer journeys, growth objectives, and pain points.
• Translate business requirements into clear CIAM capability requirements, outcomes, and success measures.
• Facilitate alignment between business expectations and security, privacy, and technology constraints.
• Communicate CIAM strategy, direction, and decisions clearly to both technical and non-technical stakeholders.
• Drive alignment with architecture and wider cyber security stakeholders on platform-level patterns, risk trade-offs, and decision points.
• Define, maintain and drive CIAM governance frameworks, standards, and guardrails covering customer authentication, authorization, identity lifecycle, and consent.
• Assess new and emerging customer authentication and CIAM tools, patterns, and services, recommending adoption where appropriate.

Manager, Customer Identity & Access Management – CIAM

Director

• The Associate Director, Commercial Credit is responsible for managing and supervising a group of underwriters (at different levels of seniority) and administrators to ensure that the department is providing optimum service, working efficiently and effectively as a team, adhering to established policies and underwriting standards, meeting compliance and control requirements, achieving service goals and assisting with the achievement of anticipated department annual financial objectives.
• The Associate Director, Commercial Credit is responsible for monitoring the commercial pipeline report, managing the credit flow, approving or recommending commercial mortgage facilities within assigned credit limits and leading and developing an effective team, ensuring that all critical functions meet the company’s lending and regulatory requirements.
• Additional credit related and administrative duties are also required to support Senior Management and regulatory requirements. The Associate Director is responsible for communicating and co-operating with external Business Partners, Lending Partners, Clients and Brokers as well as staff within the Credit & Risk Management group and other internal departments.

Associate Director, Commercial Credit

Customer Support

• Deliver exceptional customer service to EQ Bank’s prospective customers by identifying their banking needs and providing accurate information and guidance on EQ Bank’s suite of products and offerings
• Field large volumes of inbound calls and chats and ensure best-in-class service standards, while meeting EQ Bank’s response and resolution SLAs
• Own the digital-onboarding experience and help customers onboard successfully, resolve issues if any and communicate status to all stakeholders involved in a timely manner
• Strive to resolve customer issues and queries at first contact and escalate issues in accordance to EQ Bank’s complaints handling process
• Communicate effectively with customers and propagate EQ Bank’s core values of Respect, Agility, Integrity, Service and Empowerment to build lasting customer relationships
• Execute established controls to ensure adherence to regulatory requirements, Equitable and EQ Bank policies and Code of Conduct and Ethics
• Identify, recommend and participate in implementation of opportunities for continuous improvement relative to customer experience and product delivery

Bilingual Customer Care Representative – FR/ENG

• Deliver exceptional customer service to EQ Bank’s prospective customers by identifying their banking needs and providing accurate information and guidance on EQ Bank’s suite of products and offerings.
• Field large volumes of inbound calls and chats and ensure best-in-class service standards, while meeting EQ Bank’s response and resolution SLAs.
• Own the digital-onboarding experience and help customers onboard successfully, resolve issues if any and communicate status to all stakeholders involved in a timely manner.
• Strive to resolve customer issues and queries at first contact and escalate issues in accordance with EQ Bank’s complaints handling process.
• Communicate effectively with customers and propagate EQ Bank’s core values of Respect, Agility, Integrity, Service and Empowerment to build lasting customer relationships.
• Execute established controls to ensure adherence to regulatory requirements, Equitable and EQ Bank policies and Code of Conduct and Ethics.
• Identify, recommend and participate in implementation of opportunities for continuous improvement relative to customer experience and product delivery.

Customer Care Representative

Financial Planning and Analysis

• Assist with the timely and efficient collection of documents for transactions
• Communicate with internal and external contacts to ensure a deal is ready for underwriting
• Scrutinize the files to ensure accurate receipt and assist underwriters in documentation
• Verify personal net worth statements, agreements for purchase & sale, and commercial leases
• Attend deal discussion meetings and record accurate notes on discussions
• Prepare specific reports on assigned categories and contribute to special projects

Associate, Commercial Credit, Commercial Finance Group

• Support the business activities related to implementation of various risk identification tools: the new initiative risk assessment (NIRA) and the Risk and Control Self-Assessment (RCSA)
• Evaluate and challenge Key Risk Indicator (KRI) reporting to validate accuracy and identify trends.
• Lead the development, administration and maintenance of the Bank’s Governance, Risk Management and Compliance (GRC) tool (Resolver), identifying system led automation opportunities for current processes and promoting operational efficiencies.
• Provide oversight to the business through assessments, ensuring remediation / action plans are appropriately addressed, monitored, reported and escalated, as necessary.
• Oversee the management of the Operational Risk Event life-cycle
• Responsible for providing effective independent oversight and challenge of the business operations and risk profile to ensure that risks have been appropriately identified and managed.
• Provide guidance, oversight, review and effective challenge of Enterprise issue remediation until closure.
• Provide recommendations on potential emerging risks and significant events which could have a material impact on the successful achievement of corporate objectives.
• Assist with operational risk training programs and program awareness delivery.
• Assist and provide guidance on Fraud risk mgmt., ensuring both 1st and 2nd line have effective risk management programs
• Lead a team of Operational Risk Professionals, with responsibility for the tracking and delivery of BAU activities and driving a collaborative working environment.
• Conduct regular performance check-ins, goal setting, and development planning aligned with individual and team objectives.
• Work directly with leads of other Non-Financial risks and ensure programs are integrated and aligned where possible and reporting is cohesive and consolidated

Senior Manager, Operational Risk Management

Program Manager

• Establish detailed, outcome-focused, execution plans to support roadmaps and drive alignment across interdependent teams.
• Drive and own delivery of execution plans and maintain a single source of truth to provide transparency to all stakeholders – including executives.
• Proactively identify and manage technical and non-technical dependencies across teams. This includes but is not limited to managing negotiations with Director level + Stakeholders to acquire support for priorities.
• Proactively identify and mitigate technical and non-technical risks to enable success of commitments.
• Support the evolution of annual and quarterly planning.
• Contribute to the growth of the Technical Program Management Practice by developing and evolving processes to support continuous improvement and act as an example for the rest of the PMO.

Senior Manager, Technical Program Management

• Execute a series of AI experimentation sprints throughout the summer, each focused on a defined Finance or business output (e.g., management reports, financial analyses, performance narratives, decision support materials)
• Work from problem statements and target outcomes, without prior exposure to existing processes or templates, to independently explore alternative AI‑first approaches
• Leverage AI tools and platforms with a strong preference for Microsoft Copilot and tools within the enterprise ecosystem, including Power BI, Excel automation, and analytics capabilities
• Apply business and finance judgment to ensure outputs are relevant, decision‑useful, and aligned with how Finance leaders think about performance, risk, and trade‑offs
• Produce experimental outputs alongside concise documentation outlining:
• Tools and techniques used
• Time and effort required
• Key insights, limitations, and learnings
• Partner with Finance leaders and subject‑matter experts to review results and identify which experiments may be refined or operationalized

Applied AI Experimentation Intern, Finance Innovation Studio

Administration

• The incumbent is responsible for all activities related to facilitating payout requests, including the accurate calculation of prepayment charges, preparation of payout statements, and follow-up to obtain full and/or shortfall payout funds.