Join a Challenger
Being a traditional bank just isn’t our thing, so we challenge ourselves to get
creative in providing innovative banking solutions for Canadians.
How do we get there? With a talented team of inquisitive and agile challengers
that break through the status quo. So, if you’re passionate about redefining the
future of banking—while having fun—this could be your next big opportunity.
Our company continues to grow, and today 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 (eqbank.ca [https://www.eqbank.ca/]) one of the top banks in Canada on
the Forbes World's Best Banks list since 2021.
The Work
As Vice President of the Value Office, you will lead a transformative agenda to
evolve the Financial Planning & Analysis (FP&A) function into a strategic
powerhouse within the organization. Reporting directly to the CFO, this role
will spearhead the implementation of advanced analytics tools, drive
enterprise-wide efficiency, and lead strategic capital allocation initiatives.
You will serve as a key advisor to senior leadership, connecting financial
insights to business strategy and enabling data-driven decision-making across
the enterprise.
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Financial Planning & Analysis Leadership
- Lead the modernization of FP&A through the deployment of a performance
management platform and further integration of AI-powered forecasting and
scenario planning tools.
- Advance the planning, forecasting, and outlook processes from
percentage-based assumptions to robust, bottoms-up analysis.
- Champion the “Business CFO” model, embedding FP&A leaders as strategic
copilots in business units, to act as trusted advisors in decision-making and
crisis response.
- Deliver timely, insightful, and actionable financial analysis to senior
executives, enabling proactive business decisions.
Enterprise Efficiency
- Own and manage the enterprise-wide spend framework, ensuring alignment with
strategic priorities and financial targets.
- Partner with business units to evaluate project-level expenses, challenge
assumptions, and ensure financial discipline across initiatives.
- Collaborate cross-functionally to identify and implement cost optimization
opportunities, balancing efficiency with growth enablement.
- Develop and maintain robust tracking mechanisms for enterprise spending,
enabling transparency, accountability, and performance measurement.
- Facilitate strategic discussions around execution feasibility, timing, and
alignment with long-term organizational goals.
- Act as a thought partner to the CFO and executive team, anticipating future
needs and shaping the enterprise’s financial strategy.
- Lead the business settlements and reporting team, turning data into insights
on how the organization spends money and identifying potential efficiency
opportunities in line with EQB culture and values.
Strategic Capital Allocation
- Lead the evaluation and prioritization of major investments, campaigns,
transformation projects, and acquisition opportunities.
- Partner with Procurement to redefine Delegation of Authority (DOA) policies,
balancing agility with governance.
- Be a catalyst for prioritizing enterprise projects and campaigns, ensuring
resources are allocated to initiatives with the highest strategic and
financial impact.
- Oversee portfolio reporting of all significant capital initiatives, ensuring
alignment with ROE targets and long-term strategy.
- Influence senior leaders by providing clear, data-driven insights into spend
trends, trade-offs, and ROI across projects.
- Support the CFO in assessing investment proposals requiring executive
signoff, providing rigorous financial and strategic analysis.
Let's Talk About You!
- 10+ years of progressive experience in FP&A, corporate finance, or strategic
planning, with at least 5 years in a leadership role.
- Proven success in implementing enterprise-grade planning and forecasting
platforms; experience with Anaplan, Power BI and AI-driven analytics is a
strong asset.
- Deep understanding of financial modeling, scenario planning, capital
allocation, and enterprise efficiency strategies.
- Exceptional strategic thinking and business acumen; ability to anticipate
future trends and align financial strategy with organizational goals.
- Strong leadership and stakeholder engagement skills; capable of influencing
senior executives and driving cross-functional collaboration.
- Experience working with procurement and governance frameworks, including DOA
policy development.
- CPA, CFA, MBA, or equivalent designation preferred.
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What we offer [For full-time permanent roles]
💰 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
🎓 Annual professional development allowance and a comprehensive Career
Development program
💛 A fulfilling opportunity to join one of the top FinTechs and help create a
new kind of banking experience
The incumbent will be working hybrid and in office time will be spent working
from Equitable Bank’s additional office space located at 2200-25 Ontario Street,
Toronto, ON.
Equitable Bank is deeply committed to inclusion. Our organization is stronger
and our employees thrive when we honour and celebrate everyone’s diverse
experiences and perspectives. In tandem with that commitment, we support and
encourage our staff to grow not just in their career path, but personally as
well.
We commit to providing a barrier-free recruitment process and work environment
for all applicants. Please let us know of any accommodations needed so that you
can bring your best self to the application process and beyond. All candidates
considered for hire must successfully pass a criminal background check and
credit check to qualify for hire. While we appreciate your interest in applying,
an Equitable recruiter will only contact leading candidates whose skills and
qualifications closely match the requirements of the position.
We can’t wait to get to know you!
