Senior Regional Business Manager - Estate and Trust
- Role
- Sales
- Experience
- Senior
- Employment
- Full-time
- Company size
- Enterprise
Open to CA only. Set where you work from to check your eligibility.
No BS summary
Senior business/relationship manager for estate and trust services in Toronto. Needs to generate trust-company business, qualify leads, prospect personal solutions, manage client onboarding/service, and build COI/referral relationships.
Join a Challenger At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you!
We can’t wait to get to know you!
The Work The Senior Regional Business Manager, Estate and Trust generates business for the Trust Company and acts as Relationship Manager. The position develops opportunities by qualifying leads and prospecting for personal solutions as well as providing relationship management support to onboard and service clients. This position works directly with referral sources and clients to build and maintain COI relationships. It is expected that the position retains relationships with clients throughout the administration. The position is also responsible for growing and maintaining an industry network for reciprocal referrals.
What you'll do
- Generates business for the Trust Company and acts as Relationship Manager
- Develops opportunities by qualifying leads and prospecting for personal solutions
- Provides relationship management support to onboard and service clients
- Works directly with referral sources and clients to build and maintain COI relationships
- Retains relationships with clients throughout the administration
- Responsible for growing and maintaining an industry network for reciprocal referrals
What they require
- All candidates considered for hire must successfully complete a criminal background check and credit check
Benefits
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
- Supporting your growth, both professionally and personally
- Barrier‑free recruitment process and work environment
EQ is remaking banking so every Canadian gets ahead, offering financial services from banking and lending to trust and credit union solutions. EQB Inc. is the parent company of Equitable Bank, which operates EQ Bank, Canada's Challenger Bank™.