EQ Bank | Equitable Bank

Business Development Rep

• Develop the reverse mortgage origination volume potential of certain mortgage brokers in assigned geographic areas
• Prospect for new broker relationships and nurture existing relationships
• Deliver on the Bank’s service commitment to the broker network
• Interact with brokers primarily through non face-to-face communications
• Present or participate in person at training sessions, industry events and special events
• Assist brokers with identifying deals that fit within the Bank’s addressable market
• Promote the Bank’s value proposition to win business
• Work effectively with inside and external sales teams

Business Development Manager – Reverse Mortgage

• Develop the reverse mortgage origination volume potential from mortgage brokers in assigned geographic areas
• Prospect for new broker relationships and nurture existing ones
• Interact with brokers through non face-to-face communications; may present in person at training sessions and events
• Assist brokers with identifying deals that fit within the Bank’s addressable market
• Promote the Bank’s value proposition to win business and close acceptable deals
• Report directly to the Director, Residential Sales

Operations

• 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

Associate Director, Sales Operations – Strategy

• Support in the development of the strategy for the reverse mortgages business, including quantitative analysis to support forecasts, key insights, recommendations etc.
• Drive projects forward by managing internal stakeholders, developing output materials and presenting key deliverables, often independently
• Support in the execution of select strategic initiatives
• Use quantitative methods (e.g., Excel models) to develop insights that support decision making
• Perform research and fact-finding required for ‘go-no go’ decisions for potential new products and other initiatives (including financial projections and modeling)
• Become internal expert on new opportunities and support the development of business cases
• Conduct analysis to fully understand financial implications, risk, operations, and other implications of new product launches or other projects
• Coordinate between PMO, business units, and IT, often independently
• Brainstorming, structuring and problem-solving process for a range of strategic and tactical business topics including longer-term ownership of the related models (e.g., growth, LTV, pricing, operational efficiency, etc.)
• Establish repeatable processes/methodology that enable quicker turnaround on analysis
• Create and deliver presentations to communicate findings from analysis
• Manage a team and support in their analysis and problem-solving (if applicable)
• Conduct market research to support business unit and enterprise strategy (e.g., competitive position, product assessments, market sizing, etc.), including requests from other teams
• Scan various sources (e.g., news releases, journals, industry publications, etc.) to identify, track and monitor market, competitive and regulatory trends
• Stay current on recent events and share findings to related EQB parties as necessary – perform additional research and projections (when necessary) to determine how market events may affect EQB
• Monitor the housing market and key regulatory initiatives, support in developing the Bank’s position on regulatory developments and in responding to requests from the regulator
• Prepare slides and other materials for Senior Management and Board meetings and present key insights and recommendations
• Manage development of a research repository for competitor and industry trends in Canada
• Support the team with ongoing ownership and updating of key models and analysis (e.g., LTV, pricing)

Business Development Manager – Reverse Mortgage

Business Development Manager – Reverse Mortgage

Associate Director, Sales Operations – Strategy

Associate Manager, Strategy and Operations, Growth Businesses