Associate Director, Broker Sales – Strategy, Reverse Mortgage

EQ Bank | Equitable Bank

Leading broker-facing sales team driving national growth in Reverse Mortgage solutions at EQB. Leveraging sales strategy to engage and expand broker relationships for business growth.

Posted 7/9/2026full-timeToronto • 🇨🇦 CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Reverse Mortgages and strategic sales management, with a strong focus on broker education, relationship building, and performance metrics analysis. Proven ability to lead diverse teams and drive growth in a fast-paced B2B and D2C environment.

Highest-signal resume keywords

Reverse Mortgage ExpertiseSales ManagementBroker Training StrategyAnalytical Insights CommunicationCustomer Experience Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentPerformance Metrics AnalysisBudget ManagementProduct Launch ExperienceCross-Functional Management

Soft Skills

Empathetic LeadershipInterpersonal SkillsOrganizational SkillsProblem SolvingCollaboration

Certifications & Qualifications

Post-Secondary DegreeCPAMBA

Industry Keywords

Reverse MortgageB2BD2CSales CoachingBroker Engagement

About the role

Key responsibilities & impact

Act as the subject matter expert on Reverse Mortgages
Develop and implement strategic initiatives to drive growth in the Reverse Mortgage business
Lead, coach, and develop the national broker-facing Reverse Mortgage sales team
Execute regional sales plans and drive broker acquisition, activation, and retention
Own the training strategy and education of brokers on reverse mortgage solutions
Define and analyze metrics that inform the team of issues and opportunities to improve key metrics
Partner with Marketing to deliver broker-facing campaigns and initiatives
Ensure strong deployment and adoption of reverse mortgage solutions across the broker channel
Collaborate with Regional Directors to maximize territory coverage and broker engagement
Work closely with SFR Sales to drive cross-sell and increase product penetration
Monitor performance, pipeline quality, and conversion effectiveness
Foster an accountable and collaborative culture and demonstrates a strong ability for developing others to ensure sales and persistency goals are achieved or exceeded
Build strong relationships with key broker partners and industry stakeholders
Align with Regional Directors on market execution priorities
Foster a culture of accountability, collaboration, and continuous improvement

Requirements

What you’ll need

Post-Secondary Degree in Commerce, Management, Economics, Finance, etc. CPA/MBA or other graduate degree a plus
10+ years face-to-face sales experience with 5+ years in the reverse mortgage industry
5+ years sales management, coaching and leadership experience
Is an empathetic leader who nurtures a diverse team and can manage effectively during times of rapid growth and change
Experience managing cross-functional areas with direct and indirect reports (e.g., risk, finance, marketing, operations)
Seasoned in a fast-paced B2B and D2C organization(s), strategy and/or in management consulting
Experience launching products into new channels, at scale
Demonstrated ability to translate analytical insights into clear recommendations and effectively communicate them to technical and non-technical stakeholders
Working knowledge of the different systems, theories, and practices relevant to a function as well as practical experience of multiple business cycles
Excellent written and verbal communication
Mature, confident, personable, professional presence
Keen ability to maintain a clear vision of what matters, prioritizing initiatives in an agile manner
Enthusiastic, thorough, inclusive, and results-oriented; ability and desire to help others thrive in a dynamic team-oriented environment
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
Excellent verbal and written communication skills; ability to communicate on a broad spectrum (from deep technical discussions to high-level executive vision)
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
Solid budget management skills
Relentless focus on customer experience

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