Associate Director, Broker Sales & Strategy, Reverse Mortgage
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Job Summary
Join a Challenger
At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.
Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.
Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.
If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.
We cant wait to get to know you!
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 conversioneffectiveness
Foster an accountable and collaborative culture anddemonstratesa 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
Alignwith Regional Directors on market execution priorities
Foster a culture of accountability collaboration and continuous improvement
Accountability:
Drive national growth in the broker-facing Reverse Mortgage channel
Increase penetration and adoption within the broker network
Deliver effective training marketing alignment and product deployment
Maximize collaboration with Regional Directors and SFR Sales teams
Deliver the leading experience for Canadian retireesseekingto obtain a reverse mortgage
Grow Equitable Banks position as the leading reverse mortgage product in the Canadian mortgage broker channel
Maintain standards of delivering a top-tier customer experience that embodies Equitable Banks position on Compliance and Seniors Code of Conduct topics
Ensure thatnew ideasare beingcontinuously sourced organized and nurtured for testing fast with those which are valuable and dropping those whicharent
Excellent interpersonal skills with proventrack recordof 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
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 leadershipexperience
Is an empathetic leader who nurtures a diverse team and can manage effectively during times of rapid growth andchange
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 managementconsulting
Experience launching products into new channels atscale
Demonstrated ability to translate analytical insights into clear recommendations and effectively communicate them to technical and non-technicalstakeholders
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
About You:
Mature confident personable professional presence
Keen ability to maintain a clear vision of what matters prioritizing initiatives in an agilemanner
Enthusiastic thorough inclusive and results-oriented; ability and desire to help others thrive in a dynamic team-orientedenvironment
Ability to work in ambiguously defined situations with minimalsupervision
Strong organizationalskills;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 andhandle multiple competing priorities (multi-tasking)within restricted timeconstraints
Problem solver with sound judgment who takes initiative accepts ownership andaccountability
Solid budget management skills
Relentless focus on customer experience
Equity Diversity & Inclusion
EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.
We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
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Required Experience:
Director
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
