Job Description

Join a Challenger


Being a traditional bank just isn\xe2\x80\x99t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what\xe2\x80\x99s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you\xe2\x80\x99re not afraid of taking on big challenges and redefining the future, you belong with us. You\xe2\x80\x99ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing!) family. Overall we serve more than 370,000 people across Canada through Equitable Bank, Canada\'s Challenger Bank\xe2\x84\xa2 and have been around for more than 50 years. Equitable Bank\'s wholly owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than 5 million members. Together we have over $100 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people\'s lives. Our EQ Bank platform (eqbank.ca) has been named the top Schedule I Bank in Canada on the Forbes World\'s Best Banks 2022 and 2021 lists.


Reporting into the Associate Director, Sales Ops & Strategy, the primary purpose is to support in overseeing all related activity to ensure that Sales team Targets are met, by supporting in the co-ordination, analysis, and customer responsiveness of the Sales Team, including administrative support such as expense management, documentations, weekly, monthly, quarterly meeting preparation, etc. A Sales Coordinator should also have a track record of success in the creation of marketing campaigns, events and experience with online advertising and analytics.

The Work !

• Provides administrative support to the Sales Team
• Build and track Sales Event Calendar
• Review applications for accuracy and completeness and coordinate between customer and credit/UW teams on case files
• Responsible for meeting daily activity metrics and entering communication activities into Microsoft Dynamics (CRM)
• Scrubbing sourced advisor names to produce a prioritized list of prospects as defined and amended by the wholesaler from time to time
• Maintaining the prospects list including making revisions necessitated by, for example, re-alignment of geographic areas or Key Accounts and changes to sales staff or brokers/agents/brokerages
• Leads/participates in other projects/duties as assigned
• Collaborate with senior sales staff to create and maintain sales reports
• Establish active communication and engage with Sales Representatives to ensure prompt processing of deals
• Contribute to overall customer satisfaction by promptly responding to communications
• Monitor and organize deal logs with Credit team
• Manage escalations and bring information back as quickly as possible to the VP, Sales & Distribution
• Attend sales training and develop an understanding of the products and services of the company
• Support senior management by relaying costumer feedback
• Arrange for creation and distribution of supporting documents and presentations to help the sales team in generating business leads
• Maintain organized sales records and report month-end goal setting to the senior management team

Let\'s Talk About You !

• Current knowledge of Mortgage industry regulations and trends
• Minimum 2 years experience in a fast-paced environment
• The ideal candidate must possess at least high school diploma or equivalent (GED)
• Good working knowledge of MS Office
• Ability to work under pressure and meet tight deadlines in a fast-paced environment
• Excellent sales acumen and customer service skills
• Strong problem-solving, organizational, and administrative skills
• Exceptional leadership and team development skills
• Ability to attend all sales training conferences off-site
• Ability to be a team player with a high level of dedication

What we offer [For full-time permanent roles]

\\uD83D\\uDCB0 Competitive discretionary bonus
\xe2\x9c\xa8 Market leading RRSP match program
\\uD83E\\uDE7A Medical, dental, vision, life, and disability benefits
\\uD83D\\uDCDD Employee Share Purchase Plan
\\uD83D\\uDC76\\uD83C\\uDFFD Maternity/Parental top-up while you care for your little one
\\uD83C\\uDFDD Generous vacation policy, personal days and even a moving day
\\uD83D\\uDDA5 Virtual events to connect with your fellow colleagues
\\uD83C\\uDF93 Annual professional development allowance and a comprehensive Career Development program
\\uD83D\\uDC9B A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience



Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone\xe2\x80\x99s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.


We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can\xe2\x80\x99t wait to get to know you!