EQ Bank | Equitable Bank

Compliance

• Act as a subject matter expert for the Bank’s AIRB project including Pillar 3 and NCR reporting.
• Manage complex functional and technical requirements gathering required for implementing the Bank’s vendor-provided capital engine and reporting platform. Prepare gap analysis and develop comprehensive closure plans.
• Facilitate data mapping and testing activities as well as systems configuration. Lead and implement related project activities including delivery within agreed upon parameters.
• Ensure the Bank’s compliance of Data Governance Framework and related standards over IRB data to comply with regulatory requirements.
• Assist the Basel PMO in developing project plan updates for project steering committees and/or key stakeholders.
• Communicate effectively with project members to ensure that processes are carried out consistently in accordance with the agreed program timelines.
• Ensure timely identification and appropriate escalation of decisions, risks, issues and actions.
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and standards.

Senior Manager, Regulatory Reporting – 12-month contract

Financial Planning and Analysis

• On a daily basis, the incumbent will assist with the timely and efficient processing of transactions by communicating with internal contacts (i.e. underwriters, funders, QA, treasury) to obtain and review required documentation while also acting as a liaison between various groups within the department. The incumbent will scrutinize the contents of the files to ensure accurate transfer of information to our internal systems. The incumbent must also ensure that AML/QA requirements are dealt with in a timely and accurate manner (35%).
• On a daily basis, the incumbent will update/maintain the departments’ pipeline report along with the set-up/update of loans in SIT to track and manage deal flow. The incumbent will work closely with the underwriters to follow for outstanding conditions (35%).
• On a daily, weekly, monthly, and quarterly basis the incumbent will be responsible for the preparation of specific reports on assigned categories as well as contributing to special projects required for the department/Company which will be relied upon by Senior Management (15%).
• On a daily basis, the incumbent is responsible for time management of their work flow in order to meet prescribed deadlines (15%).

Commercial Mortgage Coordinator, Commercial Finance Group

• Provide support, guidance and ongoing training to an assigned group of CFG Account Managers, identifying their specific needs and devising plans to ensure all staff are adequately trained.
• Assist with the management, oversight and project monitoring of conventional commercial and construction loans.
• Review, approve or recommend commercial credit facilities (i.e. renewals, assumptions, annual reviews, etc.) ensuring the request falls within the Company’s lending and regulatory requirements and is in compliance with the Company’s delegated authority limits.
• Develop and maintain strong working relationships with CFG colleagues as well as our broker partners in order to provide optimal service to our clients
• Develop, implement, and maintain production and service metrics to measure and support best-in-class turnaround times on completion of portfolio underwriting/renewals and sub-advances with the goal of exceeding customer service, accountability, and transparency targets
• Promote organic growth within the business by allocating resources appropriately in order to target 40% retention of allocated CFG maturities
• Ongoing, timely completion of construction portfolio reporting in an effort to identify risks associated with ongoing projects and proactively develop strategies to mitigate said risk. Reporting and monitoring may include, but not be limited to: status of each construction loan, identification of cost overruns, if any, along with recommendations on how to deal with same, monitoring of associated Letters of Credit, maturity profile, etc.
• Review and approval of regular, ongoing sub-advance requests as delegated by the Prudent Person Policy
• Ensure that projects remain on schedule and on budget. In the event of cost overruns, work closely with lending partners to ascertain cause of overruns while ensuring appropriate tools are in place to address same
• Provide support regarding the management and resolution of challenged commercial facilities.
• Working with lending partners and internal stakeholders, process post-closing amendments that may be required to address cost overruns, scope changes, Letter of Credit requirements, etc.
• Provide overflow support by way of taking on underwriting assignments i.e. renewals, annual reviews, etc.

Senior Manager, Portfolio Management, Commercial Finance Group

Security Operations

• Lead the integration and ongoing management of multiple SOCs, ensuring unified processes, toolsets, and response protocols.
• - Direct operations for cyber security detection tools and technologies, aligning deployment and monitoring with enterprise risk appetite.
• - Manage talent acquisition, development, and retention to support the evolving needs of the integrated SOC environment.
• - Ensure effective governance and compliance with organizational policies and regulatory standards across all subsidiaries.
• - Maintain oversight of defensive security capabilities that directly impact the SOC’s effectiveness (e.g. Endpoint protection, Identity protection and monitoring etc.)
• - Oversee establishment of expanded use cases for Identity Threat Detection and Response, Insider risk management.
• - Accountable for endtoend ITDR operational ownership, including tooling strategy, control effectiveness, integration with IAM platforms, coordination with fraud and business teams, and executivelevel reporting on identity risk and attack trends.
• - Foster a collaborative environment between subsidiary SOC teams, promoting knowledge sharing and unified incident response.
• - Continuously assess and optimize SOC operations, identifying opportunities for improvement and innovation.
• - Manages performance and operational excellence of teams supporting cyber security tools under purview. Providing data driven insight into performance.
• - Ensures processes and monitoring measures are in place to ensure cyber security tools operate effectively and deployment coverage align with organization risk appetite.
• - Manage team’s talent and skill to ensure appropriate alignment with needs of administering technologies under purview. Ensure alignment and support of the Cyber defense centre with investigations into cyber events, with clear responsibilities and escalation paths for regulatory notifications.
• - Ensures expanded SIRT (Security Incident Response Team) structure supports responsiveness required to address current attack velocity trends.
• - Drive cross-functional collaboration to achieve objectives of the SOC.
• - Responsible for maintaining the standards, procedures and guidelines for domains under purview.
• - Provide technical guidance for team and subject matter advice to stakeholders.
• - Provide business view of SOC stability and executive reporting to support oversight.

Director, Integrated Security Operations Centre

Human Resources

• The HR Coordinator provides operational and administrative support across key functional areas of the Human Resources department.
• The role supports the coordination and execution of HR processes, employee lifecycle activities, and HR initiatives, ensuring accurate data management, timely service delivery, and adherence to company policies and standards.

Human Resources Coordinator, 18-month contract

Human Resources Coordinator – 18M Contract

Accounts Payable

• Manage vendor payments and execute cheques, electronic fund transfers and wire transfers on a timely basis.
• Ensure invoices are approved by appropriate employees in accordance with corporate procurement policies and procedures.
• Resolve purchase order, contract, invoice, or payment discrepancies.
• Resolve queries from vendors and business units.
• Process other payments, as required (i.e. dividends, sub-debt, deposit notes, tax remittances, rent, and insurance premiums).
• Maintain accounting ledgers by verifying transactions and posting to appropriate accounts and cost centers.
• Provide back-up for the Payroll Coordinator position to process employee expense reports, as required.
• Provide administrative support within the Finance group, including filing, archiving, SharePoint scanning, and other administrative duties, as required.

Accounts Payable Administrator – 1 Year Contract

Analyst

• Support the Commercial Portfolio Management team with the ongoing management of active loans
• Review and analysis of construction sub-advance requests
• Support Account Managers and/or Sr. Account Managers with the preparation of annual reviews, extension memorandums, and ad hoc requests
• Manage multiple competing priorities to achieve aggressive timelines
• Maintain the currency of all renewal/annual review/sub-advance pipeline reports
• Prepare specific departmental management reports relied upon by Management

Commercial Mortgage Analyst, Portfolio Management

• Process transactions accurately and within specified timeframes, in accordance with company policies & procedures and applicable legislative/regulatory requirements.
• Assess deal packages and make recommendations on potential deal structures or issues on deals to the Account Managers and credit teams.
• Communicate effectively with the commercial mortgage coordinator and underwriting team to ensure that the department operates efficiently.
• Attention to detail is imperative in supporting the Account Managers: Support tasks include; CIF and real state searches, ROE calculations, analyses of small commercial transactions including Debt Service calculations, BDSR and TDSR, preparation of Letters of Intent and Loan Summaries.
• Provide friendly, courteous, knowledgeable, and professional customer service to brokers, partners, and direct clients, following up on documentation, identifying opportunities and initiating qualified leads.
• Identify and advise the Commercial Account Managers of any potential credit risk issues.
• Carry out other role related delegated tasks as identified by the Commercial Account Managers.
• Understand and adhere to regulatory and compliance requirements, including but not limited to Anti-Money Laundering and Terrorist Finance Reporting requirements, company policies and procedures, legal and ethical requirements, process requirements and established risk guidelines.
• Recommend workflow and administrative process alternatives to improve efficiencies and customer service.
• Organize and prepare files for submission to credit/underwriting addressing all issues/concerns associated with each loan transaction.
• Support the Commercial Account Managers in their absence by answering questions, gathering information, and addressing concerns as they arise through the underwriting or funding process, while escalating issues as appropriate.
• Manage the ‘pipeline’ to ensure transactions are processed in a timely and efficient manner to deliver superior service to brokers, partners, and direct clients.
• Work closely with the Commercial Account Managers in acquiring and retaining profitable broker relationships.
• Participate in brokerage, industry, and company events (sales presentations, lender appreciation programs, holiday, and special occasion programs) as required to promote Equitable Bank and our products.

Commercial Analyst, BES Originations

• Support the Associate Director, Investor Relations and the VP & Head, Investor Relations on a variety of Investor Relations related efforts
• Use strategic thinking and analytical abilities to provide qualitative and quantitative input on IR focused initiatives
• Contribute to the quarter-end cycle by ensuring accuracy and timeliness across key deliverables
• Support in managing relationships with research analysts & associates
• Assist in preparing for investor meetings and industry conferences by coordinating logistics and schedules
• Monitor developments across the Canadian banking sector
• Oversee the maintenance and timely updating of EQB’s Investor Relations website
• Contribute to the planning and execution of recurring events
• Maintain and update the client relation management (CRM) database

Senior Analyst, Investor Relations

• The Associate Director, Human Resources Business Partner is responsible for leading the design and implementation of people and talent programs as well as consulting on key initiatives and organizational changes across EQB.
• Partner closely with business leaders to build and maintain a thorough understanding of the departmental strategy to inform what people and talent initiatives, role definition and organizational structure are necessary to drive business success.
• Work with the business to develop talent requirements or initiatives to support and evolve the function’s operating model, talent and culture.
• Understand and deliver on all HR cycles and business initiatives while supporting the Commercial leadership to deliver an exceptional employee experience.
• Work with Associate Director / Directors / VP’s across Commercial to attract, develop and retain a high performing team within a high-care, community-oriented and purpose-driven environment that “Drives change in Canadian banking to enrich people’s lives.”

Associate Director, HRBP, Commercial

Bilingual

• Complete outbound and inbound collection activities, using a variety of communication methods and collection tools, within stipulated timelines in a professional manner and in accordance with debt collection practices and privacy regulations.
• Establish and record reason for past due accounts; recognize consumers at risk and identify possible solutions to assist.
• Negotiate payment arrangement(s) to bring accounts current and recognize customers requiring extra assistance.
• Refer accounts for recommended commencement of legal action once all required collection steps have been taken and within timelines set by management.
• Meet expectations according to outlined quality criteria, compliance, and service standards while interacting with customers.
• Maintain detailed and accurate notes of all correspondence, payment arrangements, communications, and matters of interest on system(s).
• Update mortgage system with any information pertaining to client or loan.
• Work with other teams as required to ensure satisfactory collection, breach resolution, and/or loan servicing.
• Understand and follow policies, guidelines, and procedures.

Customer Payments Specialist, Bilingual

Business Development Rep

• Grow Origination Volume
• Generate and grow mortgage origination potential within your assigned broker territories.
• Prospect and onboard new brokers, conduct outreach, and build a strong pipeline of deal opportunities.
• Deliver product training and value‑prop sessions (primarily through webinars).
• Help brokers identify and structure deals aligned to EQ Bank’s credit appetite.
• Monitor submissions, funded volume, and pipeline activity to meet assigned targets.
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• Build Exceptional Broker Relationships
• Develop professional, service‑first relationships in a competitive marketplace.
• Support brokers throughout the deal lifecycle and promote EQ Bank’s value proposition.
• Adjust tactics based on month‑end pressures, competitive pricing, and market dynamics.
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• Collaborate Across Teams
• Work closely with credit and underwriting teams to move deals from commitment to funding.
• Assist in resolving broker issues, while respecting internal roles and processes.
• Share broker insights and competitive intelligence with internal partners.
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• Stay Organized & Support Operational Excellence
• Capture and maintain broker interaction notes, updates, and key insights.
• Submit accurate and timely sales and activity reporting.
• Maintain broker records, rate updates, and assist as needed with internal operational requests.
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• Represent EQ Bank
• Participate in industry events, broker trainings, and special sessions as needed.
• Model EQ’s values of integrity, transparency, and partnership in every interaction.

Business Development Manager

• The Business Development Manager is responsible for developing the residential mortgage origination volume potential
• Prospecting for new broker relationships and nurturing existing relationships
• Interacting with brokers primarily through non face-to-face communications
• Presenting or participating in person at training sessions and industry events as needed
• Strengthening relationships with brokers through positive personality and exceptional service
• Assisting brokers with identifying deals and closing acceptable deals
• Reporting directly to the Manager Internal Business Development (MIBD)

• Managing the Asset Liability Management (ALM) modeling for credit union clients across Canada.
• Providing expert advice to credit union clients in the areas of interest rate risk (IRR), profitability, liquidity, and capital management.
• Managing modeling for their client portfolio and working with credit unions to develop appropriate assumptions pertaining to balance sheet forecasts, rate movements, and other applicable areas.
• Providing support within the Treasury Consulting team in other activities related to model enhancement, training, client engagements, or other product lines such as the weekly interest rate bulletin, credit underwriting for foreign exchange forwards and credit union lines of credit (LOC’s), and liquidity advisory service to credit unions.

Senior Manager, Regulatory Reporting – 12-month contract

Commercial Mortgage Coordinator, Commercial Finance Group

Senior Manager, Portfolio Management, Commercial Finance Group

Director, Integrated Security Operations Centre

Human Resources Coordinator, 18-month contract

Human Resources Coordinator – 18M Contract

Accounts Payable Administrator – 1 Year Contract

Commercial Mortgage Analyst, Portfolio Management

Commercial Analyst, BES Originations

Senior Analyst, Investor Relations

Associate Director, HRBP, Commercial

Customer Payments Specialist, Bilingual

Business Development Manager

Business Development Manager

Senior Analyst, Treasury Consulting