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) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Work

The Project Manager II reporting to the Associate Director, Finance Portfolio Delivery is responsible for Initiating, Planning, Executing, Monitoring, Controlling, and Closing projects in adherence with corporate and departmental policies, including Enterprise Change Management and Project Management methodology. This includes baselined scope, schedule, budget, resource needs, and other parameters set by the executive sponsor and delegate throughout the project life cycle.

This position is responsible for managing Finance-led projects of medium to high complexity many of which will have material impacts on enterprise planning, reporting, and controls. The role will begin with the implementation of a new Budgeting and Forecasting tool (FP&A transformation) and may expand to include future initiatives across Accounting, Financial Reporting, and Finance Operations. Experience in the financial services industry, along with CPA and PMP certifications, is highly preferred.

The Core Responsibilities!

• Manage multiple Finance-led projects of medium to high risk, length, and complexity across the full project life cycle
• Lead cross-functional teams including FP&A, Accounting, Tech, and external vendors (e.g., Deloitte) to deliver business-critical initiatives
• Act as a Trusted Advisor who partners with Finance leadership to navigate delivery risks, surface decision points, and steer teams toward business value
• Support structured planning and delivery of financial systems, reporting automation, budgeting tools, and related initiatives
• Create and maintain detailed project schedules, resource plans, and integrated roadmaps with Finance and Technology stakeholders
• Effectively manage financials and ensure disciplined cost tracking and reporting
• Facilitate workshops and working sessions with FP&A stakeholders to gather requirements, process map ‘as-is’ and ‘to-be’, user story documentation, track decisions, and resolve blockers
• Maintain detailed project plans, RAID logs, financials, and change management documentation
• Track and report on progress to senior stakeholders and ensure appropriate governance forums are maintained
• Support the Finance PMO by applying project delivery standards and continuously improving practices aligned with Finance transformation goals
• Coordinate internal resources and testing plan, working with SMEs to develop testing scripts, defect tracking, resolution and testing status updates
• Manage vendor relationships and third-party deliverables (e.g., consultants engaged on the implementation and software providers)
• Ensure adherence to Enterprise Change Management (ECM) policy and PDLC standards
• Prepare steering committee materials, track key performance indicators, and support post-implementation assessments
• Help develop and coordinate training plan across the organization including train the trainer materials for cross-functional teams

Let's Talk About You!

• 5–7 years’ experience managing projects through full life cycle (PDLC/SDLC)
• Demonstrated experience in financial services or finance-related environments (e.g., budgeting, forecasting, accounting operations, financial systems)
• Proven experience delivering Finance transformation or enterprise financial tool implementations
• CPA and PMP certifications strongly preferred
• Post-secondary education (business, finance, accounting, or related discipline)
• Prior experience as a Business Analyst, Change Analyst, or in Finance Operations a strong asset
• Familiarity with budgeting and planning software (e.g., Anaplan, Adaptive Insights, Oracle, etc.)
• Experience with Agile, Iterative, and Waterfall project methodologies
• Comfortable leading projects with $500K–$2MM budgets and multi-vendor environments
• Strong communication, facilitation, and stakeholder management skills across Finance and Technology teams
• Proficiency with MS Office, SharePoint, Confluence, JIRA; understanding of data flows, testing strategies, and project risk management tools
• Ability to work independently and lead through ambiguity with a solution-focused mindset

What we offer [For full-time permanent roles]

\uD83D\uDCB0 Competitive discretionary bonus

✨ Market leading RRSP match program

\uD83E\uDE7A Medical, dental, vision, life, and disability benefits

\uD83D\uDCDD Employee Share Purchase Plan

\uD83D\uDC76\uD83C\uDFFD Maternity/Parental top-up while you care for your little one

\uD83C\uDFDD Generous vacation policy and personal days

\uD83D\uDDA5 Virtual events to connect with your fellow colleagues

\uD83C\uDF93 Annual professional development allowance and a comprehensive Career Development program

\uD83D\uDC9B 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!