Managing Director, Investor Relations

Join a Challenger

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 () one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Managing Director, Investor Relations will be responsible for a robust investor relations framework for EQB, including leading the design and delivery of a multi-year investor and valuation strategy for the bank, periodic investor days, the annual investor relations plan and KPIs as approved and reported to the Audit Committee. This leader is first on point for all retail, institutional investor, analyst communications and interactions and at times media.

This is a high profile position to manage the reputation, perception and multi-billion dollar market value of EQB in the capital markets as the owner of the 7th largest and fastest growing bank in Canada.

This senior position will interact as much as daily with investors, analysts, rating agencies, the media and senior leadership of EQB. The successful candidate must bring a strong understanding of financial services strategy, engaging with institutional investors, and a deep appreciation for banking with a clear ability to learn and understand deeply the mechanics of EQB, the balance sheet and financials, how the businesses work and in turn confident communications with deep business insights.

Expert organizational and multi-tasking skills are a must and the individual should be able to work with a high degree of independence and initiative, comfortable with all levels of communication and able to work rapidly and effectively including together with the CEO and CFO. The Managing Director IR must also be willing to take a hands-on approach to the role together with a high level of attention to detail.

This position has a large component of independent contribution with a small team.

Main Activities

• Be accountable together with the CFO to create a 12-36 month investor relations strategy roadmap, and corresponding annual IR scorecard to present to the Audit Committee, including for all analyst coverage, investor meetings and targets
• Create succinct and highly insightful quarterly reporting to the Management Committee and Board of Directors, including all investor relations KPI progress, market insight, and continuous improvement opportunities to improve the long-term value of EQB
• Create and ensure all external presentations, the Equitable IR website, and investor and equity analyst communications are planned, managed effectively on a day-to-day basis, which can have a meaningful and critical impact on the value of EQB and our perception in the capital markets
• Design and manage a multi-year investor relations plan, the delivery of all key initiatives and a roadmap to achieving and maintaining full valuation of the bank for investors including investor expansion and US marketing
• Work together with Treasury to manage interactions with fixed income investors and credit rating agencies to improve the credit rating of the bank
• Proactively approach planning and analytical based approaches to expanding the institutional investor base globally
• Activel…