Associate, Investor Relations

EQ Bank | Equitable Bank; Toronto; Hybrid; CAD 65,000 - 95,000; Full time

Job summary

Join a forward-thinking company as an Associate in Investor Relations, where you'll shape engagement strategies and enhance investor relations for a leading Challenger Bank. This role offers the opportunity to work in a dynamic environment, collaborating with diverse teams to drive innovative solutions in banking. You'll be responsible for preparing investor communications, managing relationships, and contributing to strategic initiatives. If you're passionate about transforming the banking experience and thrive in a fast-paced environment, this is the perfect opportunity for you to make a meaningful impact.

Benefits

Competitive discretionary bonus

Market leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Maternity/Parental top-up

Generous vacation policy

Annual professional development allowance

Virtual events to connect with colleagues

Comprehensive Career Development program

Qualifications

• 5-7 years experience in financial services or investor relations.
• Strong analytical skills to evaluate information from multiple sources.

Responsibilities

• Support Investor Relations strategies and engagement with investors.
• Create marketing materials to communicate the bank's strategy.

Skills

Analytical Skills

Communication Skills

Financial Acumen

Project Management

Strategic Thinking

Education

Undergraduate degree in Business Administration

Degree in Economics or Mathematics

Job description

Join a Challenger

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing!) family. Overall 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) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Associate, Investor Relations will be responsible for supporting the Managing Director, Investor Relations on a variety of projects related to Investor Relations (IR) strategies and will partner on ongoing engagement with investors and the analyst community. The incumbent will use their strategic thinking abilities to enhance investor engagement and strategies for Canada’s Challenger Bank. Further, the incumbent will be required to contribute insightful, outside-in thinking to enhance the market position of the Bank. The incumbent will be required to use their analytical abilities to provide qualitative and quantitative input on strategic initiatives and investor disclosures.

Investor Relations

• Work with the head of Investor Relations to shape and execute the Investor Relations strategy for Canada’s Challenger Bank.
• Deliver quarterly investor and analyst engagement: preparing for earnings calls, analyst coordination, investor marketing engagements.
• Create clear, concise investor marketing materials to communicate EQB’s strategy and value proposition to investors, tailored to the expanding investor audience of EQB.
• Plan Investor Days for Canada’s Challenger Bank to educate the market on strategy, management and product development.
• Participate in and draw conclusions from meetings with analysts, investors, and other external partners to augment conversation with key audiences.
• Manage external relationships and contacts for the CFO group; increase contact with new and existing investors.
• Understand the composition of EQB’s investor base, including institutional share owners, and share insights internally to inform ongoing investor engagement and expansion.
• Manage Equitable Bank’s Investor Relations website in partnership with external vendors.
• Follow trends in IR based to best manage stakeholder groups.

Ad Hoc Support, Research and Analysis

• Partner with the CFO, Strategy and Finance teams to support strategic initiatives and where required, in preparation of Board deliverables.
• Assist with onboarding and developing Leadership Development Associates.

Let's Talk About You

• Minimum 5 to 7 years of experience in a fast-paced business environment, preferably in a financial services firm, equity research, investor relations.
• Undergraduate degree from an accredited university, preferably in business administration, commerce, economics, mathematics, or engineering.
• Possess solid business and financial acumen, as well as analytical skills to critically evaluate information gathered from multiple sources, and disseminate high-level concepts into details.
• Ability to participate constructively in complex cross-functional projects given multiple competing priorities or perspectives.
• Strong attention to detail and ability to handle multiple competing priorities.
• Is a self-starter and enjoys working independently on a day-to-day basis.
• Excellent verbal, written communication and presentation skills.

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 351 King Street East, 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.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

Industries

Transportation, Logistics, Supply Chain and Storage