Associate Director, Broker Sales & Strategy, Reverse Mortgage

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!

The WorkResponsible for leading the broker-facing Reverse Mortgage sales team driving national growth engagement and performance across the broker channel. Focuses on expanding distribution improving pipeline performance and increasing product adoption through structured execution training and market activation.

The Core Responsibilities!

• 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

Lets Talk About You!

• 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

What we offer For full-time permanent roles Competitive discretionary bonus Market leading RRSP match program 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 your fellow colleagues Professional development and comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experienceThe incumbent will be working hybrid and in office time will be spent working from EQ Banks additional office space located at2200-25 Ontario Street Toronto ON.

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.

To learn more visit and .

We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

Director

Employment Type : Full-Time
Experience: years
Vacancy: 1