Intern - Residential Lending Strategy, Winter 2027
Equitable Bank TorontoWinter 2027
What they're looking for
- Support the development of business cases for new opportunities including qualitative fact finding and quantitative modeling for new initiatives
- Develop familiarity with internal systems and gather relevant data from various internal sources
- Support execution of product improvements or initiatives
- Ideate, design, build, and manage dashboards (PowerBI and Excel) that consolidate portfolio metrics for operational and strategic decision making
- Develop and communicate presentation materials with key data and portfolio insights
The full posting
Published by Equitable Bank. Original posting
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!
Work Term: January - April 2027
The Residential Lending Strategy Intern will be responsible for supporting Mortgage Retention and HELOC strategies and initiatives to drive maximum customer retention and growth of our Home Equity Line of Credit (HELOC) product. They will contribute alongside cross functional teams to support overall strategy and direction of the business unit. The successful candidate will use analytical abilities to provide both qualitative and quantitative input supporting the development of recommendations to drive strategy and growth.
The Core Responsibilities of the Job
Strategic Initiatives & Decision Making
• Assist in the discovery and planning for a range of strategic and tactical business topics (e.g. customer retention, portfolio growth, pricing, operational efficiency, regulatory, etc.)
• Support the development of business cases for new opportunities including qualitative fact finding and quantitative modeling for new initiatives
• Develop familiarity with internal systems and gather relevant data from various internal sources
• Support execution of product improvements or initiatives
Portfolio Reporting & Insights
• Ideate, design, build, and manage dashboards (PowerBI and Excel) that consolidate portfolio metrics for operational and strategic decision making
• Develop and communicate presentation materials with key data and portfolio insights
• Support the refinement of processes that enable quicker turnaround on analysis
• Support quantitative methods (e.g. Excel models) to develop insights that drive decision making
Cross-functional data support & investigations
• Support requests from cross-functional teams to provide data or analysis to enable them to make data-driven decisions
• Support strategic planning (e.g. financial modeling, market research, development of presentation materials, etc.)
• Present key insights and recommendations based on research and data analysis
Let's Talk About You!
• Currently enrolled in University or College program (Finance, Business, Accounting or Economics is preferred)
• Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point, SQL)
• Strong analytical skills
• Strong organizational skills
• Ability to handle multiple competing priorities
• Good time management skills
• Highly developed verbal and written communication skills with the ability to respond in a clear, concise, and professional manner
How to Submit Your Application
• In ONE document, please submit your transcript and resume. Failure to do so will result in your application not being considered.
More internships at Equitable Bank
- EIntern - Financial Analyst, Starting Fall 2026Equitable Bank TorontoFall 2026
- EIntern - Office Experience and Facilities Winter 2027Equitable Bank TorontoWinter 2027
- EIntern, Business Analyst (PC Insurance), Winter 2027Equitable Bank TorontoWinter 2027
- ECredit Risk InternEquitable Bank Toronto, ON, CanadaWinter 2027
- EData Scientist Intern - Winter 2027Equitable Bank Toronto, ON, CanadaWinter 2027
- EIntern - Data Scientist, Winter 2027Equitable Bank TorontoWinter 2027
Don't apply to Equitable Bank internships one at a time.
OfferAIO fills out the forms for you, tells you the day a new one opens, and keeps every interview and contact in one place. Your first ten applications are free.
Start free