At EQ, we’re 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. We’ve been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.

If you’re driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. On a daily basis, the incumbent will strive to provide superior customer service by way of managing complex commercial mortgage facilities. The incumbent must be able to manage multiple competing priorities in order to achieve aggressive timelines (30%) On a daily basis, the incumbent is responsible for ensuring that credit risk associated with their portfolio of mortgages is controlled and within approved guidelines.

Credit documentation shall be thoroughly assessed in accordance with established policies and underwriting procedures, with recommendations submitted in compliance with the Bank’s delegated authority limits (30%) On a daily basis, the incumbent will leverage extensive industry knowledge and expertise in order to provide significant levels of support and guidance to junior members of the team. (On a daily basis, the incumbent will communicate with internal contacts (management, originations, funders, coordinators, etc.) On a weekly, monthly, and/or quarterly basis,



the incumbent will be responsible for the preparation of specific reports on assigned categories required for the department/Company which will be relied upon by Senior Management (10%). On a daily basis, the incumbent will be responsible for contributing to special projects as assigned from time to time (10%). Post-secondary education (diploma/degree) preferably in business or finance Bilingualism (French/English) is considered an asset Proficient underwriting skills with a minimum 7-10 years’ commercial mortgage experience Sound technical knowledge of commercial real estate underwriting, financial statement analysis and factors affecting the commercial mortgage market Significant exposure to/experience with construction and syndicated lending across all asset types Working knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada Good working knowledge of MS Office (primarily Word and Excel) Strong organizational and time management skills Highly developed verbal and written communication skills with the ability to communicate to Senior Management and Partners in a clear, concise and professional manner The incumbent shallpossess strong cognitive skills andprofessional judgementupon which they can rely in the ongoing management of their files.





The incumbent must also havethe ability to work independently with minimal supervision to properlyidentify and mitigate risks associated withindividual transactionswhile balancing the needs of the client. The incumbent is required to follow corporate policies, procedures and regulatory requirements in order to work through files and rationalize the recommendations or decisions made.Existing accounts are unique in nature andfulsome information is not always available.

What we offer [For full-time permanent roles] Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability perks Generous vacation policy and personal days Virtual events to connect with your fellow colleagues A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience Equity, Diversity & Inclusion EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We’re equally committed to supporting your growth, both professionally and personally. 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.

TSX: EQB) is the parent company of Equitable Bank, the country’s seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada’s Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

📌 Bilingual Senior Account Manager, Portfolio Management (Toronto)
🏢 EQ Bank | Canada's Challenger Bank
📍 Toronto