Regional Business Manager

Responsibilities

• Maintain existing broker relationships and source new ones within specified territories.
• Increase revenues by meeting yearly targets set by the department and company.
• Manage key account list of 15‑20 brokerages; conduct quarterly meetings and monthly reviews with regional directors.
• Spend at least four days per week out of the office making proactive sales calls and visiting brokers; schedule a minimum of 15 broker meetings weekly.
• Analyze efficiency ratios from Tableau and document feedback in the CRM to identify and address trends.
• Develop and maintain competitive intelligence; monitor competitor programs and report changes.
• Prepare and deliver presentations on products, promotions, and compliance requirements; maintain up‑to‑date collateral materials.
• Engage in relationship management with brokers, industry associations, and internal teams; represent Equitable Bank at events.
• Perform administrative duties: enter at least 15 CRM activities weekly, submit expense reports within 7 business days, complete regulatory courses on EQ University.

• Strong written and verbal communication skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Previous sales and/or underwriting experience in the industry.
• Self‑directed and highly organized with the ability to multi‑task.
• Valid driver’s license and a clean driving record.
• Completion of a college or equivalent post‑secondary degree.
• At least five years of industry‑related experience.
• Outstanding interpersonal skills.

• Competitive discretionary bonus.
• Market‑leading RRSP match program.
• Medical, dental, vision, life, and disability benefits.
• Employee Share Purchase Plan.
  
  Maternity/Parental top‑up while caring for a child.
• Generous vacation policy and personal days.
• Virtual events to connect with colleagues.
• Professional development and comprehensive career development program.
• Opportunity to join a leading Fin Tech and shape the future of banking.

Equitable Bank is deeply committed to inclusion. Our organization is stronger when we honor and celebrate everyone’s diverse experiences and perspectives. We support and encourage staff to grow both personally and professionally.

We commit to providing a barrier‑free recruitment process and work environment for all applicants. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire.