Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together. We are a big (and growing!) family. Overall we serve more than 670,000 people 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 $125 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
Reporting into the National Head, Insurance Lending & Wealth Solutions, the primary purpose of the Internal Support Associate is to support the implementation of Insurance Lending case support, and phone contact and marketing strategy to grow EQB’s Wealth Solutions products via Investment Advisors / Insurance Advisors. Productivity targets will be set by management at the beginning of each business year, and the National Head, Insurance Lending & Wealth solutions who will oversee all related activity to ensure that these goals are met. The incumbent must be highly knowledgeable about both Equitable Bank’s product suite, specifically Insurance Lending, as well as the broader advisor channel in order to generate prospective leads and/or partnerships. This position requires exercising independent judgment to perform the responsibilities described herein.
Let's Talk About You!
- Provides administrative Case Support on Insurance Lending applications in support of the Business Development Managers.
- Review incoming Insurance Lending applications for accuracy and completeness.
- Leads/participates in other projects/duties as assigned.
- Raises awareness of Equitable Banks savings products and related services and deliver key messages through targeted prospecting activities including but not limited to: cold calling, direct mail campaigns, webinars, and attendance at national and regional industry conferences.
- Provide referrals to other Equitable Bank product teams, including Mortgage and Reverse Mortgage.
- Develops new relationships through targeted prospecting activities.
- Identify potential face to face meeting candidates for the outside wholesaler.
- Follow up on sales calls and provide external sales with telephone, administrative, and sales support.
- Continually sourcing top performing and high potential advisor names from external and internal sources.
- Continually supports portfolio management activities such as supporting tactics to minimize attrition and default.
Let's Talk About You!
- Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics.
- 3+ years with prior sales / relationship management experience in the financial services industry, with familiarity in advisor practice management (Previous inside sales experience preferred).
- Insurance industry experience is an asset.
- Existing connections with financial advisors, investment advisors, and financial planners is an asset.
- Strong written and verbal skills. Fluency in French is an asset.
- Proficient on Microsoft Office – Word, Excel, and Power Point.
- Self-directed and highly organized individual who can multi-task.
- Mature, confident, personable, professional presence.
- Strong presentation skills with a wide range of audiences.
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. In tandem with that commitment, we support and encourage our staff to grow not just 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. We can’t wait to get to know you!