Associate Director, Sales Operations – Strategy

EQ Bank | Equitable Bank

Associate Director leading sales operations strategy for a top Canadian FinTech bank. Implementing sales force effectiveness to optimize productivity and efficiency.

Posted 6/12/2026full-timeToronto • 🇨🇦 CanadaSeniorWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

sales strategysales operationsfinancial literacyanalytical skillsproblem solvingorganizational skillsstrategic planningbusiness acumenoperational efficiencypeople management

Soft Skills

executive presenceleadershipcommunication skillsinterpersonal skillspresentation skillsinfluencecredibilityattention to detailself-starter mentalitybusiness judgment

Tools & Technologies

ExcelPowerBIPowerQueryCRM Tools

Certifications & Qualifications

CPAMBA

Industry Keywords

mortgagedepositsinsuranceunsecured lendingsales force productivityoperational efficiencysales practicewealth solutionsAdvisor DepositsReverse Mortgage

About the role

Key responsibilities & impact

Reporting to the VP, Sales & Distribution, Personal Segment and working alongside senior sales management
Responsible for the development and implementation of sales force effectiveness strategy for both SFR Mortgage and Reverse Mortgage sales team, and Wealth Solutions (Advisor Deposits, Reverse Mortgage)
Leading projects to grow and optimize our sales practice and improve our operational efficiency and overall productivity
Serving as a proactive and hands-on leader and a strategic partner to the sales leadership team
Leading the Sales Operations and administration team including Deposit Services, sales processes, and tools to drive sales force productivity

Requirements

What you’ll need

Education: Post-Secondary Degree in Commerce, Management, Economics, Finance, etc. CPA/MBA or other graduate degree a plus
10+ years of relevant experience in sales, strategy, sales operations, finance or management consulting including people management
Familiarity and expertise with mortgage, deposits, insurance and/or unsecured lending is a plus
Strong executive presence and an ability to lead through influence and credibility across an organization with exceptional presentation, written, and oral communication skills
Solid leadership skills, including driving impact across teams
Strong business acumen and financial literacy skills, with ability to actively identify areas of opportunity for the business to drive scale, improve margins, and/or streamline existing processes
Excellent analytical skills, problem solving and organizational skills, with strong attention to detail
Proven track record of management and leadership skills required to drive operational efficiency with high levels of personal accountability/reliability
Strong strategic planning skills and sharp business judgment with exceptional execution
Proactive learner with self-starter mentality and strong interpersonal skills
Advanced knowledge of Excel, PowerBI / PowerQuery & CRM Tools

Benefits

Comp & perks

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