Regional Director, Regional Sales in Toronto

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.

The Regional Director, Regional Sales is responsible for leading and managing a team of front-line sales members across a defined region. This role drives origination growth through broker relationships and is accountable for revenue and volume targets across Alternative and Reverse Mortgage portfolios. The incumbent ensures consistent execution of sales strategy, broker engagement, and market share growth aligned to national objectives.

The Core Responsibilities:

• Market Share Growth: The incumbent must be a highly organized individual that can organize their team to meet targets set out and increase market share within their specified region. The incumbent will execute the following duties in close consultation with the VP of Sales:
• Establish and oversee brokerage segmentation across the region, ensuring optimal broker coverage and capacity balancing.
• Monitor aggregate regional performance across all the region, identifying variances and reallocating resources as needed.
• Drive consistent sales execution standards across the region, ensuring alignment in KPI expectations, call/visit cadence, and submission quality.
• Lead performance calibration sessions to share best practices and improve underperforming accounts.
• Accountable for balanced growth across Alternative and Reverse Mortgage channels, ensuring both portfolios meet or exceed plan.
• Partner with VP of Sales to set region targets and define growth strategy.
• Oversee and validate regional sales plans, ensuring alignment with national strategy.
• Assign brokerages within assigned region to sales reps – ensuring proper coverage in place to support market share growth.
• Ensure sales team have a detailed plan in place every year, no later than by end of the 1st quarter, as to how they will achieve their individual volume target within each residential business line.
• Monitor the sales team activities according to their individual plans and progress on achieving volume targets; document discussions at touch point sessions, coach/provide insights to ensure that each sales member is maximizing use of time and is being as effective as possible with their assigned brokerages.
• Mentor sales reps to provide feedback on presentations and to improve on overall delivery of the bank’s products and services.
• Ensure touch points are held with each sales rep on minimum monthly basis and that content is meaningful, productive, insightful, constructive, and positive.
• Recommend and implement changes to Key Account lists within region and shift accounts appropriately to maximize results.
• Actively contribute to the single-family strategic plan to ensure that the sales reps continue to be an integral part of the strategic planning process and growth strategy.
• Proactively identify strategic opportunities within assigned region and assist the sales reps to develop business case/proposal.
• Work with squad experience leaders and Associate Directors to foster teamwork and resolve any broker related issues.
• Champion and leverage CRM usage and campaigns and utilize various reporting from Power BI to help assess regional performance.
• Network Regional Managers & EQB Regional Support: The incumbent is responsible for deepening and strengthening productive relationships with Regional Managers at respective Network Partner levels to maximize volume potential.
• Align network strategies across region, ensuring consistent EQB positioning and engagement model.
• Identify regional partnership opportunities to scale production.
• Act as escalation point for network-related performance or relationship issues across region.
• Meet monthly with the respective Regional Managers of our National Partners to discuss overall regional performance.
• Leverage Regional Managers to help our sales team within assigned region gain access to top performers and new agents within their networks.
• Attend major industry events to bring heightened visibility.
• Product and Marketing Campaigns: The incumbent is expected to take an active role in ensuring the marketing campaigns by their sales reps are consistent and accurate.
• Ensure consistent execution of marketing campaigns across the region.
• Oversee regional budget, ensuring optimal allocation of spend to highest return markets.
• Partner with Marketing and Product teams to refine Alternative and Reverse value propositions based on field feedback.
• Compile data from sales reps and provide a competitive analysis to the VP.
• Responsible for requesting and approving broker facing marketing materials for sales reps within assigned region.
• Take lead role on recommending and organizing regional events for mortgage brokers.
• Administrative: The incumbent is responsible for several administrative duties that are crucial for a well-functioning sales team.
• Consolidate and review region performance, identifying key trends and actionable insights.
• Standardize reporting cadence and performance dashboards across region.
• Ensure data integrity and CRM discipline across all sales reps within region.
• Provide executive-level summaries of regional performance to the VP Sales & Distribution.
• Manage and approve the sales reps expenses monthly, ensuring regional budget limits are not exceeded.
• Review sales reps visit/call cycle weekly to ensure minimum KPIs have been met.

Let's Talk About You!

• Strong capability in scaling sales execution models and driving consistency within region.
• Advanced knowledge of Alternative and Reverse Mortgage products, strategy, and broker positioning.
• Strong proficiency in data analytics, performance reporting, and insight generation.
• Post-secondary education (diploma/degree).
• Minimum 10 years’ experience that includes at least 3 years’ people management experience and 5-8 years’ combined sales and mortgage underwriting experience.
• Exceptional leadership and coaching skills.
• Excellent time management, analytical and problem-solving skills.
• Proficient on Microsoft Office – Word, Excel, Access, and Power Point.
• Must possess a driver’s license which must be in good standing.

What we offer:

• 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.

Equity, Diversity & Inclusion: EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported.