EQ Bank | Equitable Bank

Product Marketing

• Support the planning and execution of product marketing initiatives across credit cards and deposits, including acquisition, onboarding, engagement, usage, cross-sell, retention and customer communications
• Assist with campaign development from briefing through launch, including coordinating inputs, creative development, timelines, reviews, approvals and implementation
• Help develop and proofread customer-facing marketing materials across email, digital, in-app, website, paid media, partner channels and internal communications
• Coordinate with Product, Digital, Data and Analytics, Legal, Compliance, Finance and Operations, and external agency partners
• Conduct market, competitor and customer research and summarize findings to support product positioning, value propositions, campaign planning and optimization
• Assist with campaign tracking and reporting by gathering results, organizing data and identifying initial insights, trends and opportunities
• Support customer journey and test-and-learn initiatives to improve marketing effectiveness and customer experience
• Maintain project plans, marketing calendars, status updates, campaign documentation and approval records
• Assist with budget administration, invoice coordination, expense tracking and reconciliation
• Prepare presentations, meeting materials and updates for Product Marketing leaders and cross-functional partners
• Provide general support across the Product Marketing team and take on additional assignments based on evolving business priorities

Product Marketing Intern

Manager

• Own the lifecycle engagement strategy for the credit card portfolio, establishing the vision, strategic priorities and annual plan to grow engagement, usage, retention, loyalty and customer lifetime value
• Lead the development of integrated product, marketing and digital strategies across the end-to-end cardholder journey, including onboarding, activation, early engagement, ongoing usage, cross-sell, retention and re-engagement
• Translate portfolio objectives, product priorities, customer needs and market insights into a multi-year lifecycle roadmap, sequenced initiatives and clear business requirements
• Build audience, channel, content, offer and contact strategies using customer research, behavioural data, segmentation and performance insights
• Partner with Digital as the lifecycle business lead for marketing technology application
• Create test and learn plans to improve customer experience and business performance, with clear hypotheses, success measures and decision rules
• Define and report on lifecycle key performance indicators, marketing effectiveness and portfolio outcomes
• Translate results into actionable insights and recommendations for senior leaders and cross-functional partners
• Partner with Product, Digital, Marketing, Data and Analytics, Operations and Finance teams and external partners to deliver coordinated customer experiences and measurable business outcomes

Senior Manager, Lifecycle Management Strategy

Financial Planning and Analysis

• Serve as the primary financial modelling resource for the Enterprise Strategy & Growth team
• Build, maintain, and own financial models supporting strategic initiatives, acquisitions, partnerships, investments, new products, and growth opportunities
• Develop business cases and scenario analyses to evaluate strategic decisions and investment opportunities
• Conduct sensitivity analysis and translate key assumptions into meaningful business insights
• Analyze business performance, customer economics, growth opportunities, and financial outcomes
• Support executive and Board-level decision making through robust quantitative analysis
• Develop analytical tools, templates, and financial frameworks that improve decision-making and consistency across the team
• Perform ad hoc analysis in support of CEO, CFO, and Executive Leadership Team priorities
• Support identification and evaluation of mergers, acquisitions, partnerships, strategic investments, and new business opportunities
• Assist in financial diligence, valuation analysis, and transaction modelling activities
• Prepare valuation analyses using discounted cash flow, comparable companies, and precedent transactions
• Lead ongoing monitoring and performance assessment of EQB's strategic investments portfolio
• Analyze strategic alternatives and capital allocation decisions to support management recommendations
• Assist in preparing materials for investment, transaction, and governance discussions
• Support enterprise strategy and growth initiatives through financial analysis, market assessments, and business case development
• Contribute to strategic planning processes by developing supporting analyses and performance insights
• Assist in evaluating growth opportunities, competitive positioning, and strategic initiatives
• Translate analytical findings into concise presentations and recommendations for leadership teams
• Conduct research on banking, fintech, competitive, and market trends
• Gather and synthesize internal and external information to support strategic projects and investment decisions
• Monitor industry developments and emerging opportunities relevant to EQB's growth strategy
• Support fact-base development for strategic reviews, business cases, and executive presentations
• Work across enterprise strategy, corporate development, strategic investments, partnerships, and enterprise initiatives
• Provide analytical support to executives, senior leaders, and project teams across the organization
• Report to the Director, Corporate Development & Investments

Manager, Strategic Finance – Corporate Development

Account Manager

• Manage and/or administer complex delinquent and problem commercial mortgages, generally loans exceeding $2.5MM
• Minimize losses to the Bank and process loans for legal action related to non-payment
• Conduct full financial reviews before recommending legal remedies to Senior Management
• Manage legal-action loans and enforce remedies and conditions as warranted
• Implement default and workout strategies in a timely and efficient manner
• Liaise with internal and external stakeholders to determine and negotiate successful workout strategies
• Perform, review, and correlate underwriting for defaulted loans and problem accounts, including collateral analysis and valuation
• Address heightened risk elements and ensure risk ratings on default loans are updated and reported
• Work with Mortgage Services to manage, monitor, and resolve commercial delinquencies and non-performing default loans
• Provide timely updates to Senior Management
• Assist with oversight of Bank-held properties for recovery purposes
• Prepare reports for Senior Management, the Board of Directors, and external regulators, including problem loan, classified and watchlist, arrears monitoring, provisioning, and loan monitoring reports
• Support operational efficiency initiatives, policies, procedures, and ad hoc projects
• Manage commercial default files and problem accounts while adhering to underwriting standards, company policies, procedures, and AML requirements
• Enforce mortgage contract conditions and develop workout strategies to avoid legal action where feasible
• Act as a primary contact for legal counsel, real estate agents, brokers, partners, and internal departments
• Provide support to the Associate Director, Special Loans and Restructuring
• Complete underwriting, credit analysis, portfolio management and monitoring, reporting, projects, administrative duties, and site inspections

Senior Account Manager, Special Loans and Restructuring

Operations

• Design and continuously refine SAMU operational workflows, controls, and reporting frameworks
• Provide senior operational oversight across defaulted and higher-risk commercial lending portfolios
• Establish governance routines for escalation, decision-making, and stakeholder alignment
• Oversee complex legal action and enforcement files, coordinating with external counsel and internal partners
• Ensure accurate credit classification, impairment recognition, and default reporting under IFRS 9 and applicable regulatory guidance
• Identify operational, regulatory, and control risks and assess impacts to capital, financial reporting, and compliance
• Partner with Risk, Finance, and Compliance to strengthen controls, documentation, and audit readiness
• Implement SAMU-related credit, remedial, and restructuring policies
• Lead sustainable solutions for systemic gaps, inefficiencies, and control weaknesses
• Use data, trend analysis, and portfolio insights to recommend process, governance, and reporting enhancements
• Advise senior leadership and serve as an escalation point for SAMU operations
• Lead cross-functional collaboration with Relationship Management, Credit Risk, Legal, Finance, and Operations
• Translate complex operational and risk considerations into actionable insights for senior stakeholders

Senior Manager, Special Accounts Management Unit Operations

AI Engineer

• Lead the design, implementation, and operation of security controls for AI, generative AI, machine learning, AI agents, copilots, automation platforms, orchestration frameworks, model providers, and supporting cloud services
• Report to the Senior Director, Cyber Security Engineering & Operations
• Work as a fully dedicated, embedded security partner to the AI Centre of Enablement and Enterprise Technology, Data & AI organization
• Develop reusable security patterns, guardrails, control implementations, automation, and detection capabilities for enterprise AI adoption
• Partner with AI Centre of Enablement, AI Engineering, Data Engineering, Technology, Cyber, Architecture, Data, Engineering, and business teams
• Implement data protection, identity, access, model access, monitoring, and detection controls
• Review solution designs and provide guidance on risks, control gaps, and regulatory requirements
• Perform and support adversarial testing and prioritize remediation of security weaknesses
• Assess AI supply-chain risks involving models, plug-ins, agents, and third-party AI services
• Support AI governance, compliance, audit, and risk management activities
• Create technical documentation, standards, procedures, and implementation guidance
• Mentor engineers, architects, delivery teams, and technical and non-technical stakeholders
• Engage vendors and external partners to validate security capabilities
• Serve as a senior individual contributor with no direct reports

Staff Engineer, AI Security

Analyst

• Analyze customer, portfolio, bureau, and scorecard performance data to identify trends, opportunities, and risk signals across acquisition, account management, collections, and fraud strategies
• Support development, monitoring, recalibration, and optimization of scorecards and alternative risk frameworks through quantitative analysis and performance evaluation
• Produce recurring score monitoring reports and dashboards covering score stability, predictive power, segmentation performance, portfolio outcomes, and key risk indicators
• Monitor model and scorecard performance using GINI, KS, AUC, PSI, bad rates, approval rates, and portfolio profitability measures
• Investigate score performance shifts, model drift, data anomalies, and emerging portfolio trends
• Develop and maintain SQL queries, analytical datasets, automated reporting solutions, and dashboards
• Apply statistical techniques, machine learning concepts, and data visualization tools to generate business insights
• Prepare presentations and analytical summaries for score strategy reviews, model governance forums, and management discussions
• Collaborate with Credit Risk, Fraud, AML, Product, Marketing, Technology, and Model Risk Management stakeholders
• Contribute to continuous improvement initiatives involving model monitoring, reporting automation, data quality, and analytical processes

Analyst, Credit Risk Scoring

Content Manager

• Build and manage an always-on content engine for EQ Bank’s reverse mortgage business across broker and direct-to-consumer channels
• Develop and maintain integrated content strategy, annual and rolling content calendars, audience plans and publishing cadence
• Translate reverse mortgage product positioning into clear, trustworthy and audience-specific content
• Partner with Marketing, Sales, Direct-to-Consumer, Product, Digital, Creative, Media, Public Relations, Legal and Compliance teams
• Act as lead writer, editor and content producer across web, articles, search, email, newsletters, social, video, webinars, presentations, FAQs, guides, infographics and interactive tools
• Develop marketing and sales-enablement materials, family-ready content and broker tools
• Create scenario-based, proof-led and plain-language content explaining reverse mortgage concepts
• Interview customers, brokers, sales leaders and subject-matter experts for stories, testimonials and case studies
• Manage editorial, accessibility, search optimization, freelancers, agencies and production partners
• Manage review, translation, Legal and Compliance approval, publishing and maintenance of English and French deliverables
• Own direct-to-consumer funnel and lifecycle content, including segmented nurture journeys
• Connect paid, owned, CRM and advisor-assisted content into end-to-end customer journeys
• Use testing and performance data to optimize content and conversion paths
• Define KPIs, reporting requirements and performance dashboards
• Measure reach, engagement, search visibility, video, webinar, email, download, broker usage, lead and conversion performance
• Monitor the Canadian reverse mortgage category and conduct recurring competitive content audits
• Stay current on content marketing, search, social, video, webinars, accessibility, generative AI and financial-services communications

Content Manager – Reverse Mortgage

Brand Manager

• Lead EQ Bank’s enterprise brand strategy system, including positioning, purpose, promise, personality, voice, messaging principles, master brand role and long-term agenda
• Own brand architecture across products, propositions, partnerships, channels and future business areas
• Lead naming, nomenclature and taxonomy decisions, including naming principles, decision trees, evaluation criteria, approval paths and documentation
• Develop and maintain the brand governance operating system, including standards, decision rights, review forums, approval pathways, exception processes, training materials, templates and practical tools
• Build adoption mechanisms for the brand system, including central guidance, reusable assets, stakeholder enablement, training, governance communications and measurement of compliance or drift
• Guide claims, hierarchy, messaging, verbal identity, design-system principles and brand experience decisions
• Partner with Product, Marketing, UX, Technology, Legal, Compliance, HR, Communications, Partnerships and business leaders to embed brand strategy into customer and employee experiences
• Lead partner-brand governance for co-branded work
• Translate customer insight, competitive context, brand health data, business priorities and regulatory considerations into recommendations for senior stakeholders
• Review priority brand work and provide counsel to improve clarity, consistency, customer understanding, strategic fit, risk management and brand distinctiveness

Head of Brand Strategy – Governance

Art Director

• Set the creative vision, taste level and quality bar for EQ Bank’s Internal Agency & Media Studio
• Lead concept development, art direction, copy direction and design direction across product marketing, owned channels, social, editorial, presentations, partner materials and internal brand moments
• Turn business, product and brand priorities into briefs, creative territories, messaging systems, visual directions and content ideas
• Review, direct and approve major internal studio work before senior stakeholder or public-facing release
• Provide creative input on agency-led work affecting internal channels, product storytelling or brand systems
• Build EQ Bank’s owned media and editorial engine
• Create and evolve reusable creative systems, content formats, presentation approaches and product storytelling assets
• Build the studio operating model, including intake, prioritization, briefs, reviews, approvals, asset organization and repeatable production practices
• Determine which stakeholder work is handled internally versus by freelancers, production partners or specialist vendors
• Partner with Brand Strategy & Governance to ensure work is strategically sharp, on brand, accessible, compliant and easy to use
• Partner with external creative, media and production agencies to extend campaign platforms into owned and internal channels and maintain consistency
• Collaborate with Product Marketing, Growth, Partnerships, HR, Communications, UX, Customer Experience and Campaign, Culture & Sponsorship Activation
• Present creative work to senior stakeholders and explain and defend recommendations
• Build a creative culture through standards, feedback, ownership and improved ideas

Creative Director, Head of Internal Agency

ServiceNow

• Design, develop, and support ServiceNow applications, workflows, catalog items, integrations, and the platform
• Lead the design, development, and delivery of major ServiceNow features and modules
• Own feature delivery from requirements gathering through deployment
• Collaborate with business stakeholders, project managers, implementation partners, system administrators, business analysts, and external vendors
• Serve as a subject matter expert in ServiceNow development, configuration, and integration
• Enforce coding standards, design patterns, and best practices
• Conduct code reviews and provide technical guidance to peers and junior engineers
• Mentor junior engineers and administrators
• Support release management, application rollouts, and upgrades
• Monitor and troubleshoot production issues
• Prepare technical documentation for system designs, configurations, and user guides
• Stay current with ServiceNow platform updates, industry trends, and emerging technologies
• Improve system performance, reliability, and maintainability
• Support Configuration Management, Service Mapping, and CMDB/CSDM initiatives
• Assist with configuration, management, and day-to-day operations of the ServiceNow platform

Senior ServiceNow Engineer

General

• Determine the information/documentation requirements for upcoming annual reviews, including complex loan structures, and communicate requirements to clients, brokers, and lending partners
• Maintain and update annual review pipeline reporting and review submitted documents before forwarding them to the Account Manager
• Maintain and update site inspection reporting for renewals and annual reviews; identify and escalate problematic inspections
• Manage workflow to meet prescribed deadlines
• Communicate with internal and external contacts to ensure transactions are processed efficiently and provide superior customer service
• Provide vacation coverage for the Renewal Coordinator, including client, broker, and lending partner communications, daily reporting, and administering renewals/extensions
• Contribute to special projects as assigned
• Support the design, development, testing, and support of RESTful APIs, ETL integrations, Power Platform solutions, and AI-enabled capabilities within the Commercial Lending Technology team
• Support AI integrations, LLM-powered workflows, intelligent agents, and automated business processes
• Contribute to secure, scalable, reusable interoperability and microservice solutions supporting digital payment capabilities

Intern – Commercial Portfolio Management

Cloud Engineer

• Manage all aspects of Kubernetes and Docker containers
• Provide production support, administration, testing, and documentation for cloud technology, tools, and continuous delivery
• Triage and resolve reported incidents promptly with minimal business impact
• Create, implement, and manage cloud deployments using Kubernetes and Docker
• Manage cloud platform operations including monitoring, disaster recovery, security compliance/auditing, networking, storage, service brokers, and build packs
• Develop configuration and deployment automation to improve platform functionality, availability, and manageability
• Set up administrator and service accounts, maintain system documentation, and troubleshoot issues
• Use scripting tools to automate processes
• Develop and implement infrastructure-operation strategies, action plans, programs, and solutions aligned with business needs, compliance requirements, and best practices
• Develop performance indicators and monitoring methods; identify problems and make recommendations to management
• Maintain primary and disaster recovery sites
• Coordinate with development and technical support teams to resolve operational issues
• Execute project tasks under the direction of the IT Director and according to project plans
• Research new technologies and provide technical expertise to the IT Director
• Work with IT Administrators and vendors to maintain applications, servers, and systems according to bank policies and procedures

Cloud Platform Engineer

• Support recurring Sales Operations activities, reporting cycles and business reviews
• Maintain trackers, working files, process documentation and operational resources
• Collect and consolidate updates from Sales teams and cross-functional partners
• Track deliverables, owners, deadlines, risks and outstanding decisions
• Assist with CRM data quality reviews, account information and related reporting activities
• Support Sales events, expense tracking and other operational activities
• Use Excel, Power BI, CRM platforms and approved tools to prepare reports and identify trends
• Review and organize data to support Sales planning and decision-making
• Conduct market, competitor and business research
• Summarize findings and translate information into insights and recommendations
• Support presentations, meeting materials and leadership updates
• Perform quality checks on reports and materials
• Identify opportunities to simplify Sales Operations processes using approved AI, automation and digital tools
• Use approved AI tools for research, analysis, summarization, documentation and reporting
• Review and validate AI-generated outputs
• Follow privacy, confidentiality, information security and responsible-use requirements
• Document repeatable processes and AI-enabled workflows
• Support testing, adoption and continuous improvement of tools and processes
• Collaborate with Sales, Finance, Marketing, Credit, Operations and other business partners
• Gather information and follow up on inputs and deliverables
• Communicate progress, issues and outstanding actions
• Contribute to additional Sales Operations and Strategy initiatives as assigned

Sales Operations & Strategy Associate Intern

• Assist with daily facilities operations across the office portfolio, ensuring workspaces, meeting rooms, and common areas are maintained to organizational standards
• Conduct workplace inspections and facility walkthroughs to identify maintenance, cleanliness, safety, and operational concerns
• Coordinate service requests with building management, contractors, and vendors and track issues through to resolution
• Assist with inventory management of workplace supplies, furniture, equipment, and storage areas
• Support desk, locker, and space management initiatives
• Maintain facilities documentation, inventories, floor plans, asset records, and workplace databases
• Assist with health and safety inspections, emergency preparedness initiatives, and compliance activities
• Support office moves, restacks, renovations, occupancy planning, and workplace improvement initiatives
• Assist with the 25 Ontario workplace transformation and post-occupancy activities
• Coordinate project documentation, meeting notes, action logs, schedules, and stakeholder communications
• Conduct furniture and workspace audits and assist with move planning
• Assist with vendor coordination, project tracking, deficiency management, and project closeout
• Support floor plan reviews, workplace utilization exercises, seating assignments, and workplace readiness assessments
• Assist with collecting project data, preparing reports, and monitoring project milestones
• Assist with invoice tracking, purchase requisitions, procurement documentation, and vendor records
• Support mailroom operations, courier coordination, filing, scanning, and records management
• Maintain spreadsheets, dashboards, service logs, project trackers, and departmental reports
• Assist with presentation development and workplace documentation, guides, and procedures
• Support project-based opportunities aligned with the intern’s academic program, skill set, and learning objectives
• Provide administrative support for department initiatives and special projects
• Perform other duties as assigned