Manager – Strategic Finance & Corporate Development
Equitable Bank
Manager – Strategic Finance & Corporate Development
Equitable Bank
Offers personal and commercial banking services
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!
The Manager, Strategic Finance & Corporate Development plays a critical analytical role within the Enterprise Strategy & Growth team.
Working across enterprise strategy, corporate development, strategic investments, partnerships, and enterprise initiatives, the successful candidate will be responsible for building financial models, conducting quantitative analysis, evaluating opportunities, and supporting decision-making across some of the Bank's most important priorities.
This role is ideal for a naturally curious, highly analytical individual who enjoys solving complex business problems through rigorous financial analysis. The successful candidate will have strong financial modelling skills, exceptional attention to detail, and the ability to independently take a complex question and structure the analysis required to translate into actionable insights.
Reporting to the Director, Corporate Development & Investments, the individual will support all pillars of the Enterprise Strategy & Growth team and provide analytical support to executives, senior leaders, and project teams across the organization.
This role is ideal for candidates who have strong analytical horsepower and a desire to broaden their exposure beyond traditional finance into strategy, investments, growth, and enterprise decision-making.
Financial Modelling & Analytics (45%)
Serve as the primary financial modelling resource for the Enterprise Strategy & Growth team.
Build, maintain and own financial models supporting strategic initiatives, acquisitions, partnerships, investments, new products, and growth opportunities.
Develop business cases and scenario analyses to evaluate strategic decisions and investment opportunities.
Conduct sensitivity analysis and translate key assumptions into meaningful business insights.
Analyze business performance, customer economics, growth opportunities, and financial outcomes.
Support executive and Board-level decision making through robust quantitative analysis.
Develop analytical tools, templates, and financial frameworks that improve decision-making and consistency across the team.
Perform ad hoc analysis in support of CEO, CFO, and Executive Leadership Team priorities.
Investments, M&A & Capital Allocation (30%)
Support the identification and evaluation of mergers, acquisitions, partnerships, strategic investments, and new business opportunities.
Assist in financial diligence, valuation analysis, and transaction modelling activities.
Prepare valuation analyses using a variety of methodologies, including discounted cash flow, comparable companies, and precedent transactions.
Lead ongoing monitoring and performance assessment of EQB's strategic investments portfolio
Analyze strategic alternatives and capital allocation decisions to support management recommendations.
Assist in preparing materials for investment, transaction, and governance discussions.
Strategy & Growth Support (15%)
Support enterprise strategy and growth initiatives through financial analysis, market assessments, and business case development.
Contribute to strategic planning processes by developing supporting analyses and performance insights.
Assist in evaluating growth opportunities, competitive positioning, and strategic initiatives.
Translate analytical findings into concise presentations and recommendations for leadership teams.
Research & Market Intelligence (10%)
Conduct research on banking, fintech, competitive, and market trends.
Gather and synthesize internal and external information to support strategic projects and investment decisions.
Monitor industry developments and emerging opportunities relevant to EQB's growth strategy.
Support fact-base development for strategic reviews, business cases, and executive presentations.
Experience
3-5 years of experience in investment banking, corporate finance, transaction advisory, valuation, corporate development, private equity, consulting, strategic finance, or a related analytical field.
Advanced financial modelling and analytical capabilities.
Strong understanding of financial statements, valuation methodologies, and business case development.
Demonstrated ability to independently execute complex analytical work.
Advanced Excel and PowerPoint skills.
Experience with financial data and research platforms such as Capital IQ, FactSet, PitchBook, Bloomberg, or similar tools is considered an asset
Strong written and verbal communication skills.
Education
Undergraduate degree in Finance, Accounting, Economics, Business, or a related discipline.
Preferred Qualifications
Progress toward completion of the CFA designation.
Experience in financial services, banking, fintech, or investment-related environments.
Exposure to M&A, investments, strategic planning, or capital allocation activities.
CPA, CFA, CBV, or related professional designation considered an asset.
Equity, Diversity & Inclusion
EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.
We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
To learn more, visit eqb.investorroom.com and eqbank.ca.
Offers personal and commercial banking services
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