Associate Director, Regional Sales
On-siteVancouver, British Columbia, Canada
Job Summary
Associate Director, Regional Sales at Equitable Bank (Canada) responsible for leading a geographically dispersed sales team across provinces, establishing regional segmentation and broker coverage, and driving market share. Oversees KPI-driven sales execution, coaching of sales reps, and joint calendar planning with Regional Managers. Manages cross-region collaborations, budgets, and regional campaigns; partners with Marketing and Product to refine value propositions. Requires deep knowledge of residential mortgage products, underwriting, risk, fraud prevention, and proficiency in data analytics (Power BI, CRM) and sales tooling (MS Dynamics CRM, Tableau). In-office presence in Vancouver area is expected (1–2 days per week).
Required Qualifications
- 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
- Expert level of residential mortgage market, mortgage underwriting, risk, compliance, and loan structuring
- Elevated knowledge of fraud risk in the mortgage industry and ability to mitigate concerns related to misrepresentation
- Strong leadership and coaching skills
- Proven ability to lead geographically dispersed teams across multiple provinces/regions
- Advanced knowledge of Alternative and Reverse Mortgage products, strategy, and broker positioning
- Strong proficiency in data analytics, performance reporting, and insight generation (Power BI / CRM)
- Experience managing national or multi-region broker relationships and partnerships
- Must possess a driver’s license in good standing
- Highly proficient in MS Dynamics CRM and Tableau/Power BI
Desired Qualifications
- 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
- Expert level of residential mortgage market, mortgage underwriting, risk, compliance, and loan structuring
- Elevated knowledge of fraud risk in the mortgage industry and ability to mitigate concerns related to misrepresentation
- Strong leadership and coaching skills
- Proven ability to lead geographically dispersed teams across multiple provinces/regions
- Advanced knowledge of Alternative and Reverse Mortgage products, strategy, and broker positioning
- Strong proficiency in data analytics, performance reporting, and insight generation (Power BI / CRM)
- Experience managing national or multi-region broker relationships and partnerships
- Must possess a driver’s license in good standing
- Highly proficient in MS Dynamics CRM and Tableau/Power BI
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