EQ Bank | Equitable Bank

Marketing

• Build, execute, and optimize email and automated marketing campaigns
• Configure and manage workflows, journeys, and triggers within Dynamics Marketing
• Support campaign setup beyond email build, including segmentation and automation logic
• Collaborate with stakeholders to translate requirements into scalable automation solutions
• Maintain documentation and best practices for marketing automation processes
• Streamline and improve existing email and campaign workflows
• Reduce execution bottlenecks by supporting campaign delivery independently

Marketing Automation Specialist, Dynamics 365

Public Relations

• Proactive and reactive media relations to increase EQB’s presence in top-tier, mainstream press (across technology, business, financial, consumer & lifestyle beats), showcasing how we are changing the future of banking
• Develop and pitch earned media stories about EQB and its brands – EQB, Equitable Bank, EQ Bank/Banque EQ, Concentra Trust as required – to mainstream and emerging media outlets as well as niche centres of influence to ensure stories support business goals and resonate with target audiences
• Work closely with our content, data and business teams to develop trend stories based on target personas and content-specific insights
• Support Executive Leadership Team directly with visibility and thought leadership initiatives
• Provide operations oversight of reporting to showcase the value PR adds to our organization
• Work closely with internal communications teams to provide counsel and support as needed for internal initiatives
• Build connections with key media organizations and journalists through a mix of traditional, digital and social
• Field reactive media calls quickly and effectively
• Coordinate media training with agency and/or conduct media training as required
• Brief and prep executive-level spokespeople for media interviews and speaking engagements with expert counsel
• Monitor daily to keep abreast of industry news; share relevant stories with senior leaders and enterprise
• Create and disseminate twice-weekly media digests to an internal audience
• Support the investor relations team with media relations and writing, including for quarterly earnings and ad hoc requests
• Support all areas of the bank with press release writing and editing, as well as select additional support
• Collaborate regularly with internal teams, such as marketing, product, social media, legal, risk, compliance, ESG and strategy and corporate development
• Support the Integration Management Office as required for long-term functional planning
• Work with the VP Marketing and Senior Director, EQ Bank Marketing to create and manage occasional PR activations
• In the event of a crisis or issue, lead communications efforts across the enterprise and provide media relations support to the crisis/issues management team

Director, Public Relations and Communications

Bilingual

• The Residential Mortgage Funder is responsible for reviewing legal documents and taking loans through to funding.
• This includes following up for outstanding documents, advising the Closing Service Provider of any amendments or changes required to complete the file and preparing mortgage advance cheques.

Bilingual Residential Mortgage Funder

• Proactively establish and maintain contact with customers for the assigned portfolio of mortgages, positively representing the Bank through the renewal process with a strong emphasis on superior customer service, ultimately with the goal of retaining them as Equitable Bank customers.
• Negotiate all types of renewals as assigned (early, term, conversions, extensions) within a predetermined pricing range, attempting to offer the customer the best product while maximizing the Bank’s profit, while adhering to the underwriting criteria, timelines, and other policies and procedures.
• Assess customers on an individual basis, making knowledgeable recommendations that are best suited to address their needs whilst maintaining and upholding the Bank’s interest. This includes monitoring mortgages that no longer meet Equitable Bank’s risk assessment standards, working with these customers and/or third parties (brokers/lawyers) to ensure that they can transition in an efficient and timely manner.
• Be self-directed and organized, able to balance and upkeep the day-to-day maintenance of the assigned portfolio. This includes adhering to contact and processing timeline expectations.
• Prepare loan renewal documents for customers, processing said documents once signed and returned.
• Ensure all procedural and compliance requirements are met to minimize the Bank’s exposure to risk and that all documents meet legal requirements and are electronically stored correctly for future reference.
• Ensure all actions to the account are accurately and consistently documented.
• Ensure the account has met all Anti-Money Laundering and Anti-Terrorist Financing requirements as stipulated by procedures to minimize the Bank’s exposure to risk.

Bilingual Renewal Advisor

Artificial Intelligence

• The Manager, AI Enablement Operations is responsible for running the operational engine of the bank’s AI program.
• This role ensures that AI platforms, training, communications, and adoption programs work in practice, not just on paper.
• The role sits within the AI Centre of Enablement (AI CoE) and acts as the execution layer between AI strategy, governance, and the business.
• Own the AI Champions program, AI training pathways, enterprise AI communications, and the operational enablement of platforms such as M365 Copilot and Microsoft Foundry.

Manager, AI Enablement Operations

Manager

• The Senior Manager, Special Accounts Management Unit, is responsible for managing commercial default files, certain commercial loans designated as “problem accounts”, which include but are not limited to conventional, insured and construction facilities while adhering to underwriting standards and the Company’s policies and procedures (including AML requirements, as applicable).
• The incumbent is responsible for enforcing the conditions of the mortgage contract on facilities in default as directed by Management, while providing proactive and efficient resolutions/work out strategies to avoid legal action when feasible while minimizing losses to the Bank.
• The incumbent will act as the key primary contact for communicating and co-operating with both internal and external stakeholders (such as legal counsel, real estate agents, brokers, partners and other internal departments within the Bank) and representing the Bank in the professional community to ensure transactions are processed in a timely and efficient manner.
• The Senior Manager, Special Accounts Management Unit will support the Director, Special Loans and Restructuring and/or AVP, Special Loans and Restructuring, by performing a variety of functions associated with default management, including underwriting/credit analysis, portfolio management/monitoring, reporting, projects and initiatives and other administrative duties, which may include ad hoc requests by Senior Management.
• As well as providing training, guidance, and support to other members of the team.
• In addition, the incumbent will assist with completing site inspections as required for portfolio management purposes and/or default loans.

Senior Manager, Special Accounts Management

Administration

• Prepare and/or review discharge documents for accuracy to submit to management for execution
• Have documents signed and distributed to the appropriate party
• Review weekly reports to identify residential and commercial loans requiring discharge documentation and prepare/distribute appropriately by line of business, on an individual loan basis.
• Liaise with solicitors and financial institutions regarding discharges
• Reconcile discharge reports and keep other departmental reports updated as necessary
• Identify potential risks such as discrepancies in the documentation or payout funds received
• Understand and follow policies, guidelines, and procedures
• Conduct title searches using various provincial search engines
• Complete requests as assigned by management

Discharge and Assignment Document Administrator

Business Development Rep

• The Business Development Manager is responsible for developing the residential mortgage origination volume potential for all business lines
• Prospects for new broker relationships and nurtures existing relationships to develop origination volume potential
• Interacts with brokers primarily through non face-to-face communications
• May be required to present or participate in person at training sessions, industry events, and special events outside the office from time to time
• Relationship management with brokers is strengthened through positive personality, professional conduct, and exceptional service delivery
• Assists brokers with identifying deals, promoting value propositions to win business, and closing deals
• Reports to the Manager Internal Business Development (MIBD)

Business Development Manager

Financial Crime

• Conduct a review and adjudicate alerts generated by the internal transaction monitoring systems.
• Conduct monitoring and testing routines of existing internal controls designed to detect unusual/suspicious activities and test for adherence to the Bank’s AML/ATF policies and procedures.
• Consolidate data across various sources to analyze results and offer solutions to streamline future reporting where required.
• Work with the stakeholders and assist in the preparation and filing of reports to the regulator within defined timelines and in accordance with Equitable Bank’s policies and procedures.
• Support the AML team with the regulatory record keeping duties to maintain the effectiveness of the Bank’s AML/ATF Compliance Program and the integrity of data reported to the CAMLO, Senior Management and the Board of Directors.
• Proactively identify best practices to ensure compliance with regulatory requirements.
• Identify and provide recommendation(s) on areas of improvement to close gaps to the Manager.
• Communicate and work with business units to resolve identified gaps.
• Personally responsible and accountable for self-development and maintaining up to date knowledge, best practices, and skills relevant for the role.
• Provide support for the planning, coordination and execution of AML/ATF projects, as required.
• Assist the Manager in responding to inquiries and liaise with the Business Units as directed.
• Review EFT reports daily to determine if EFT reporting is required to FINTRAC in F2R.

Analyst, AML Tactical Transaction Monitoring

Analyst

• Provide effective leadership, expertise and a comprehensive service offering to the Canadian credit union system.
• Provide specialized expertise in regards to securitization best-practices, support in the area of securitization to internal stakeholders to optimize funding and liquidity and maintain Issuer status by acting as a key liaison to CMHC.
• Support the client securitization activities as well as corporate securitization activities.
• Enhance both corporate and credit union liquidity and profitability levels, thereby enhancing the fee for service revenue for Concentra Bank.

Senior Securitization Analyst

Operations

• Reporting to the Senior Manager, Operations, the Operations Officer is responsible for a variety of functions within the Digital Banking group that include client onboarding, problem resolution, customer communication, processing of transactions, and data input.
• The Officer is responsible for performing the role with a high degree of accuracy and with a superb level of customer service and professionalism.

Operations Officer, Digital Banking – 6 Months Contract

• Provide administrative support to the Renewal Specialists
• Complete final review of renewed files to ensure terms and conditions have proper approval
• Ensure all procedural, risk, and compliance requirements have been met for each loan

Renewal Administrator

• The RBM must be highly organized and self-directed, managing and reporting on sales and market activities through broker visits and industry networking events.
• Develop and maintain a Key Account list of 15-20 brokerages within a defined region, updated annually based on business volume.
• Conduct quarterly meetings with key accounts to review their volumes and funding ratios.
• Assist brokers with deals in the pipeline or those who are unresponsive, fostering stronger relationships.
• Documenting feedback from weekly meetings in the CRM and analyzing efficiency ratios from Tableau to identify and address current trends.
• Spend at least four days per week out of the office, making proactive sales calls to generate new business and visiting existing brokers to provide updates on product enhancements, services, and promotional materials.
• Schedule a minimum of 15 broker meetings weekly, documenting discussions and feedback in the CRM.
• Interact with the credit team bi-weekly (monthly if remote) to gain insights into the quality of business submitted by specific brokerages.
• Provide mid-level analysis to enhance business development functions.
• Attend major industry events to increase company visibility.
• Monitor and report on any changes to competitor programs and discuss competitor products with brokers.

Regional Business Manager

Director

• Shape EQ’s organizational architecture required to enable growth and evolution of Canada’s Challenger Bank
• Design the organizational structures, operating models, and workforce capabilities that support both immediate transformation priorities and long-term scalability
• Lead enterprise-wide organization design initiatives that enhance organizational effectiveness, unlock value from integration and transformation programs, and establish a scalable foundation for the future
• Lead organization design components of a business integration, such as synergy assessment, operating model harmonization, workforce transitions, and alignment of job architecture and governance across both organizations
• Lead job evaluation and organization audits—systematic assessments of structure, roles, and workforce composition—to identify opportunities for optimization and recommend evidence-based improvements

Associate Director – Organization Design

• Support the Senior Manager, AML Advisory, in developing, maintaining, and overseeing enterprise-wide AML/ATF programs and related documentation to effectively manage ML/TF risks, ensure regulatory compliance, and provide reporting to Senior Management and the Board.
• Collaborate with business units by providing advice on AML/ATF related inquiries/exceptions relating to regulatory interpretation or the Bank’s AML/ATF program while ensuring compliance with applicable laws, regulations, guidelines, and established procedures.
• Provides guidance on regulatory compliance issues by interpreting existing, new, and emerging requirements, identifying and addressing gaps—including those arising from change initiatives—and assisting in the development of action plans to mitigate identified risks.
• Assist with the execution of the Bank’s annual AML/ATF Risk Assessment in collaboration with business stakeholders, including periodic reviews of the risk assessment methodology.
• Support the Senior Manager, AML Advisory, in reviewing significant new initiatives and changes to products and services, policies, processes, and systems to determine whether compliance-related risks have been adequately addressed and suggests controls and procedures to ensure effective management of risk and compliance.
• Provide oversight and challenge to the third-party risk management activities as the AML Advisory Subject Matter Expert (SME). Assist the business with the identification of key third-party risks and mitigating controls in their business units, as well as monitoring their action plans to address mitigation.
• Responsible for leading and/or supporting the coordination of AML-related projects where it relates to project management, change management, communication, and reporting.
• Regularly develops, updates and delivers specialized AML/ATF training at the enterprise and business unit level and manages the maintenance of the enterprise-wide AML/ATF employee training program to effectively manage ML/TF risks and gaps and comply with regulatory expectations and industry standards.
• Proactively identify best practices to ensure compliance with regulatory requirements.