Job Specifications
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 780,000 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 $138 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 Marketing Operations Specialist supports the coordination, resourcing, and delivery of marketing initiatives across EQ Bank and Equitable Bank. Acting as an operational hub for the marketing pods and broader team, this role helps maintain workflow discipline, keeps projects moving across web, email, ads, and other marketing channels, and ensures smooth, on-time delivery.
This role requires strong project coordination skills, attention to detail, ability to build strong working relationships and keep teams aligned. The Specialist must be able to spot risks early and have a natural inclination to mitigate and solve problems promptly. The Specialist keeps a steady operational rhythm on the Marketing team, and is the key champion for smooth, efficient execution.
Project & Workflow Coordination
Facilitate regular pod and email standups by gathering updates, keeping meeting flow, and documenting next steps.
Serve as an operational hub—keeping workstreams moving smoothly while allowing pods to manage their own execution.
Create and maintain workback schedules for projects of varying scope.
Support the Senior Marketing Operations Manager with regular team meetings as needed (i.e. event management, coordinate presentation material, documenting notes)
Coordinate translation workflows as needed.
Project Intake, Resourcing & Deployment Support
Manage project intake with stakeholders and review brief submission for completeness prior to resourcing.
Allocate creative and email development resources and manage their day-to-day schedules on Float (resource management tool).
On an as-needed basis, analyze resource capacity with the support of the Senior Marketing Operations Manager and proactively flag resourcing risks or blockers.
Manage the email schedule, ensuring content, assets, and approvals are ready for development and deployment.
Process & Systems Support
Monitor JIRA boards and workflows to identify and resolve gaps in ticket hygiene, SOP adherence, and workflow discipline.
Surface issues to appropriate owners and support follow-through to bring workflows back on track.
Support Marketing Operations team broadly with maintenance of documentation, SOP and any other operational communication requirements.
Develop and own the Marketing team onboarding materials and implement light training and process for new team members.
Workflow Optimization
Use Copilot or other approved tools to continuously enhance workflow efficiency and support smoother day-to-day execution.
Stay attentive to workflow gaps or friction points, and explore opportunities to streamline processes, improve documentation, or strengthen tools — including responsible use of AI where appropriate.
Quality Assurance (QA) & Delivery Support
Act as the first gate of QA for email tests, ads and web content prior to publishing to ensure accuracy.
Support ad trafficking process as needed for internal and external campaigns.
Ensure complete project delivery. Ensure project documentation completeness across briefs, approvals, and assets.
Invoice & Administration
Manage day-to-day invoice submissions, budget sheet management and coordinate with Accounts Payable to ensure prompt vendor payment.
Let's Talk About You!
2–3+ years of experience in marketing project coordination, digital operations, or agency account/client management.
Bachelor of Commerce, Marketing, or an equivalent degree in a related field is a minimum requirement.
Strong attention to detail, time management, and prioritization in a fast-paced environment.
Excellent communication skills and proactive problem-solving abilities.
Strong ability to build trusted and transparent working relationships with cross-functional teams, including creatives and developers.
Familiarity with CMS and DAM systems is preferred.
Experience with JIRA, Float, Canva, and other MS Office tools (including Copilot).
PMP and/or Scrum certification is an asset.
Curious
About the Company
Equitable Bank and its digital platform, EQ Bank, are dedicated to driving change in Canadian banking to enrich people's lives. As Canada's Challenger Bank(tm) and the seventh largest bank by assets, we provide outstanding personal and commercial banking experiences to customers and credit union members across Canada.
Through EQ Bank, our customers have named us one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
Equitable Bank is a proud, wholly owned subsidiary of EQB Inc. (TSX: EQB), a leade...
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