Treasury Consulting Associate

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 800,000 customers 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 $142 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 Strategic Financial Management (SFM) division provides expertise on the four pillars of balance sheet management to the Canadian Credit Union system. SFM is also responsible for building strong relationships with Credit Unions across Canada. The position of Finance Associate is responsible to work closely with SFM clients to build and develop customized chart of accounts within the Risk Manager software. The Finance Associate will utilize sophisticated software and advanced technical skills to build client balance sheets to be utilized by the Finance Analysts, Senior Finance Analysts and Directors of Strategic Financial Management. This position is also responsible to verify all client data for accuracy, produce gap reports, enter derivative transactions, and generate cash flow reports. Integrity and veracity of information is required to support forecasting and accurate reporting for balance sheet management and r...