Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

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. Our customers have named our EQ Bank digital platform ( eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Senior

Estates and Trust Relationship Coordinator is an integral part of Concentra Trust and Estate solutions dedicated to supporting the delivery of service excellence to partners, COI’s and clients. The position is client-facing, requiring interaction with high-net-worth clients and external professionals, delivering exceptional service while ensuring that all relevant processes and standards are followed. Evaluates and interprets data from both quantitative and qualitative perspectives, generated by internal CRM platforms, to identify and create the necessary reports that align with team and business group objectives.





Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data Monitor client satisfaction, collaborate with other business units to resolve issues, and ensure administrative and operational service standards are met or exceeded. Supports the review and oversight of thought leadership content, webinar processes and marketing material, to ensure timely delivery and co-ordination. Discuss file intricacies with trust administration (back office) staff to determine priorities and ensure a smooth transition Deliver industry-leading standards in client experience for new business acceptance and procedures, ensuring compliance with company policies.

Bachelor’s degree in business or related Three to five (3-5) years ’ experience in the financial services industry with experience in Trust and Estate administration Enrollment in the first course of the STEP Certificate program in Trust and Estates Proficiency in Microsoft Office, particularly Excel. Strong attention to detail, with a focus on quality, compliance, and organization What we offer [For full time permanent roles] Competitive discretionary bonus ✨ Medical, dental, vision, life, and disability benefits 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 The incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON .

Equitable

Bank is deeply committed to inclusion. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire.

📌 Senior Estates and Trust Coordinator (Toronto)
🏢 EQ Bank
📍 Toronto