Regional Business Manager

Join a Challenger Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, 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 six million members.

Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people’s lives. Equitable Bank’s EQ Bank digital platform (eqbank.ca) has been named one of the top banks in Canada on the Forbes World's Best Banks list since 2021. Responsibilities Sales Management (25%) The RBM must be highly organized and self‑directed, managing and reporting on sales and market activities through broker visits and industry networking events.

Develop and maintain a key account list of 15‑20 brokerages within a defined region, updated annually based on business volume. Conduct quarterly meetings with key accounts to review their volumes and funding ratios. Discuss performance with the Regional Director of Business Development monthly.

Assist brokers with deals in the pipeline or those who are unresponsive, fostering stronger relationships. Complete monthly expense reports accurately and submit them by the deadline within the approved budgets. Document feedback from weekly meetings in the CRM and analyze efficiency ratios from Tableau to identify and address current trends.

Participate in weekly departmental meetings to discuss market trends, challenges, successes, and product/service improvements. Sales Activities and Achievements (30%) Spend at least four days per week out of the office, making proactive sales calls to generate new business and visiting existing brokers to provide updates on product enhancements, services, and promotional materials. Schedule a minimum of 15 broker meetings weekly, documenting discussions and feedback in the CRM.

Continuously update broker contact information in the CRM. Manage the region to achieve structured and effective results. Provide mid‑level analysis to enhance business development functions.

Interact with the credit team bi‑weekly (monthly if remote) to gain insights into the quality of business submitted by specific brokerages and strengthen sales‑credit relationships. Attend major industry events to increase company visibility. Participate in joint BDM and RBM meetings weekly to foster collaborative efforts toward regional goals.

Collaborate with BDM and Reverse Mortgage Channel Managers (RCM) within the region to provide best‑in‑class service, product knowledge, and support for all brokerages. Product Development Each RBM will be assigned a competitor to monitor and report on any changes to their programs. Discuss competitor products with brokers, focusing on satisfaction, differences, and new market offerings.

Analyze feedback on Equitable Bank’s products regarding pricing, flexibility, and credit requirements. Collect materials from brokers for competitive intelligence at industry events. External & Internal Relationship Management (10%) Participate in brokerage events, including sales presentations and lender appreciation programs.

Engage in industry associations to represent Equitable Bank and gather industry insights. Speak at company‑sponsored events with messaging provided by the Marketing & Communications department. Expand relationships through lunch meetings and introduce other team members to brokers.

Involve regional team members in presentations beyond a mere appearance. Cover for other RBMs and BDMs during their time off. Administration and Organization (10%) Enter at least fifteen CRM activities by the end of each Friday.

Submit expense reports within seven business days of the month’s end. Complete regulatory courses within deadlines on EQ University; failure to do so may affect bonus payouts. Let’s Talk About You Strong written and verbal communication skills.

Proficiency in Microsoft Office (Word, Excel, PowerPoint). Previous sales and/or underwriting experience in the industry. Self‑directed and highly organized with the ability to multi‑task.

Valid driver’s license and a clean driving record. Completion of a college or equivalent post‑secondary degree. At least five years of industry‑related experience.

Outstanding interpersonal skills. Benefits Competitive discretionary bonus. Market‑leading RRSP match programme.

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 colleagues. Professional development and a comprehensive career development programme.

A fulfilling opportunity to join a leading FinTech 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’s diverse experiences and perspectives.

We support and encourage our staff to grow not only 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. #J-18808-Ljbffr