EQ Bank | Equitable Bank

Performance Marketing

• Own paid performance media strategy and results across EQ Bank Personal and Small Business Banking, with a focus on driving strong ROI and efficient CAC.
• Work closely with agency and platform partners to optimize paid media execution across Google Ads, Microsoft Ads, and paid social platforms, ensuring performance goals are met.
• Partner with agency and platform partners on channel mix, bidding approaches, testing roadmaps, creative strategy, A/B testing and optimization priorities.
• Collaborate with the Senior Manager and Product Marketing team to plan and execute go-to-market campaigns, including channel strategy, budgets, KPIs, success metrics, and measurement frameworks.
• Act as the primary performance marketing point of contact across internal stakeholders (Product, Legal, Compliance, Operations, Finance, Analytics) and external agency and platform partners to coordinate timely ad launches, updates, and testing initiatives.
• Review and QA campaign strategy, testing plans, creative performance, campaign setup and reporting outputs developed by agency and platform partners.
• Manage and oversee budgets across all performance channels, providing data-backed recommendations on allocation, scaling, and efficiency improvements.
• Drive a culture of testing and learning by identifying high-impact experiments to improve conversion rates, reduce CAC, and unlock incremental growth.
• Identify and evaluate new channels, formats, and platform betas in partnership with agencies and platform partners.
• Own and maintain EQ Bank’s Marketing Mix Model (MMM) in partnership with our data science partner, ensuring it is regularly updated with new data and used as a strategic input to inform media investment decisions, channel prioritization, and budget planning across the performance portfolio.
• Leverage Google Analytics and Looker dashboards to assess channel effectiveness, diagnose funnel performance, and inform optimization direction.
• Deliver weekly, quarterly, and ad-hoc performance reporting with clear insights and recommendations to senior stakeholders, product teams, and agency and platform partners.
• Collaborate with affiliate marketing partners to identify opportunities for incremental sign-ups and growth.
• Stay current on industry trends, platform updates, and emerging best practices, sharing insights and test ideas with the broader marketing team.

Performance Marketing Manager

IT Support

• Provide strategic leadership to accelerate technology integration and platform modernization by enabling teams with clear guardrails, reusable patterns, and automated governance.
• Operate as an enterprise-wide architecture ‘force multiplier’—empowering domain and platform teams to deliver safely at speed while converging on a cohesive target-state.
• Serve as the architecture integration leader for M&A, translating deal intent into executable transition states, sequencing, and platform convergence outcomes.
• Focus on the integration of capabilities into the Bank’s core and digital ecosystem, establishing repeatable integration playbooks, canonical interfaces, and transition states that reduce risk while increasing time-to-value and synergy.
• Drive measurable outcomes—faster delivery cycles, reduced complexity, TCO and improved resiliency—so the Bank can operate with challenger-bank agility in a regulated environment.

Senior Director, Technology Integration – Enterprise Architecture

Manager

• Develop and operationalize Equitable Bank’s in-market plans for its Reverse Mortgage business
• Develop relationships with new and existing referral partners
• Provide training and engage with borrowers requiring support in their origination activities
• Oversee all sales activity to ensure sales targets are met
• Be highly knowledgeable about Equitable Bank’s product suite and the broader retirement financing market

Regional Channel Manager – Reverse Mortgage

Recruitment

• Manage the end-to-end recruitment for our high-volume administrative hires, including: Partner with leaders across the organization to understand their hiring objectives and develop recruiting tactics to hit headcount goals for our administrative and high-volume role portfolio
• Identify and implement strategic sourcing plans by creatively conducting research and utilizing a multitude of resources.
• Work closely with cross-functional teams to deliver a high-quality and holistic candidate experience
• Foster trust-based relationships with candidates, gaining a close understanding of their requirements and concerns. Serve as a skilled problem solver, facilitator and coach in final negotiations
• Resume screen, phone screen, conduct interviews, administer aptitude tests, conduct background checks, and manage the details related to employment offers, and closing of your roles
• Acquire a thorough understanding of job requisition / description for required competencies, skills, knowledge required for successful candidates
• Leverage search and problem-solving expertise on a variety of Equitable Bank’s recruiting initiatives
• Consult with hiring teams regarding the initial strategy discussion, updates on candidate activity and pipeline, sharing relevant talent/employer market data, and competitive intelligence
• Generate a group of strongly qualified candidates in advance of need; creating a talent pipeline for the Bank of passive candidates. Ensures actions to source, attract, and recruit diverse talent are consistently embedded in sourcing strategies
• Work with external agencies that assist people with disabilities, Indigenous Peoples, and other employment equity initiatives
• Consult with the business to educate and train on best practices on networking and sharing of career opportunities
• Effectively utilize Applicant Tracking System (ATS) to manage all aspects of the hiring process and keep the ATS up to date to allow for consistent metrics to be produced monthly
• Provide market research to support candidate and geographic profiling to guide recruiting
• Construct thorough sourcing reports to assist the team in recognizing practical sourcing channels
• Keep up to date with all Employment law legislations on hiring practices
• Communicate with managers and employees to support the employee referral process
• Carry out the bank’s commitment to diversity, equity and inclusion as part of our recruiting strategies
• Attend various career fairs to promote and educate job seekers about Equitable Bank’s employer brand and career opportunities
• Contribute to various Talent Acquisition and HR projects as required
• Provide managers with interview skills training, as needed
• Advise managers and employees on staffing policies and procedures

Bilingual Talent Acquisition Partner

QA Engineer

• Lead the design, development, and execution of comprehensive test strategies, focusing on automation, scalability, and continuous improvement.
• Work closely with cross-functional teams across engineering, product, and business to embed quality at every stage of the software development lifecycle.
• Mentor junior engineers and support test infrastructure improvements.
• Serve as a key quality advocate within the team.
• Provide regular updates on test execution, automation progress, and quality metrics.
• Act as a senior quality expert, supporting and guiding team members on best practices, tools, and test coverage strategy.

Senior Quality Engineer

Financial Planning and Analysis

• Lead enterprise-wide financial integration on acquisitions and dispositions, including the acquisition of PCF.
• Establish a Finance integration framework that aligns accounting practices, reporting processes, financial controls, and finance technology.
• Build a culture of collaboration, accountability, and continuous improvement within the Finance organization.
• Act as a strategic partner with senior leadership across the enterprise, the Integration Management Office (“IMO”) and advisors, driving finance integration decisions that support long-term scalability, risk management, and value creation.
• Lead Finance’s integration of PCF, establishing the foundation, design principles, and innovation mindset that will define the broader Finance transformation journey.
• Collaborate with Business, Technology, Risk, and Finance teams to modernize end-to-end financial systems, including GL, consolidation, reconciliations, and data pipelines.
• Champion digital reporting modernization, automation, and analytics advancements that elevate accuracy, control, and insight generation across Finance.
• Extend lessons learned from the PCF integration to architect and execute a multi-year transformation roadmap across all Finance functions and EQB subsidiaries.
• Lead the integration of accounting treatments, ensuring alignment with the Chief Accountant’s office.
• Review and sign off on process readiness for financial reporting, regulatory filings, audit requirements, and cross functional change impacts.
• Oversee readiness for integrated month end and quarter close processes, ensuring accuracy, timeliness, and scalability of post integration.
• Support the development of integrated financial reporting structures and disclosures post integration.
• Identify accounting related risks early and drive mitigation strategies in partnership with technical accounting teams.
• Lead program management team to develop integration roadmaps, including scope, timelines, resource plans, risks, and milestones.
• Coordinate with the IMO to ensure integration initiatives are delivered on time, budget, and within scope.
• Oversee change management readiness: communication, training, documentation, and adoption across Finance teams.
• Demonstrate strong leadership, ability to form effective diverse teams, assess talent, develop people, coach, and mentor; frequently perform team assessment and evaluate associates based on goals and expectations.

Head – Finance Integration, Transformation

Analyst

• Responsible for performing the Asset Liability Management (ALM) modeling for credit union clients across Canada.
• Works with credit unions to develop appropriate assumptions pertaining to balance sheet forecasts, rate movements, and other applicable areas to run the ALM modeling for client portfolios.
• Provides professional advice to credit union clients in the areas of interest rate risk (IRR), profitability, liquidity, and capital management.
• Provides support to 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 credit union foreign exchange forwards and lines of credit (LOCs), and liquidity advisory service to credit unions.

Treasury Consulting Analyst

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

• 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)