Join a Challenger

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing creative banking solutions for Canadians.

How do we get there? 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 Work

The Associate Director, Regional Sales is responsible for leading and managing a team of front-line sales members across multiple provinces/regions. This role drives origination growth through broker relationships and is accountable for revenue and volume targets across Alternative and Reverse Mortgage portfolios. The incumbent ensures consistent execution of sales strategy, broker engagement, and market share growth aligned to national objectives.

Market Share Growth

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- The incumbent must be a highly organized individual that can organize their team to meet targets set out and increase market share within their specified region. The incumbent will execute the following duties in close consultation with the VP of Sales:

- Establish and oversee regional segmentation strategies across multiple provinces , ensuring optimal broker coverage, capacity balancing, and territory alignment.





- Monitor aggregate regional performance across all assigned geographies , identifying inter-region variances and reallocating resources as needed.

- Drive consistent sales execution standards across regions , ensuring alignment in KPI expectations, call/visit cadence, and submission quality.

- Lead cross-region performance calibration sessions to share best practices and improve underperforming areas.

- Accountable for balanced growth across Alternative and Reverse Mortgage channels , ensuring both portfolios meet or exceed plan.

- Monitor the sales team activities according to their individual plans and progress on achieving volume targets;

no less than monthly document the discussions at touch point sessions, coach/provide insights to ensure that each sales member is maximizing use of time and is being as effective as possible with their assigned brokerages, including performance on key metrics:

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- RBM’s – 4 tracked in person visits daily via CRM.

- BDM’s – 15 outbound tracked phone calls via CRM.

- Continually collect feedback from a sample of brokers and internal contacts for each sales rep on their interactions and overall performance.

- Monitor and manage to ensure sales reps are delivering on efficiency targets as outlined individually at the start of each fiscal year.

- Mentor sales reps to provide feedback on presentations and to improve on overall delivery of the bank’s products and services. Assess sales reps with joint visits/webinars at least 1 day/week.

- Ensure touch points are held with each sales rep on minimum monthly basis and that content is meaningful, productive, insightful, constructive, and positive;

prepare summary of geographic regions for SDRS.

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- Opportunity to provide coaching and remedy any performance issues.

Network Regional Managers & EQB Regional Support

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- The incumbent is responsible for deepening and strengthening productive relationships with Regional Managers at respective Network Partner levels to maximize volume potential. The incumbent is expected to:

📌 Associate Director, Regional Sales (Vancouver)
🏢 Envista
📍 Vancouver