HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product. Customer-Focused. One Vision Think Long-Term. The Business Development Manager is responsible for growing referral business in an assigned territory by building strong relationships with referral partners and clients. The role manages the sales process from initial contact through funding, achieves sales targets, and supports individual, team, and organizational revenue objectives. Achieves sales targets through effective territory planning, business development, and referral relationship management. Generates revenue by executing sales plans and identifying new business opportunities. Manages the sales process from client engagement through funding to support a positive customer experience. Uses Salesforce and other tools to manage relationships, pipelines, reporting, and forecasting. Maintains strong knowledge of HomeEquity Bank products, competitors, market trends, and industry conditions. Customizes approved sales programs and presentations for partners and customers in the assigned territory. Collaborates with internal partners to support sales initiatives, resolve issues, and deliver strong service. Post‑secondary education in business, finance, sales, marketing, or a related field, or an equivalent combination of education and experience. Minimum of eight (8) years of progressive experience in financial services sales or business development. Experience in business development, territory management,



wealth management, investments, insurance, or financial planning is preferred. Demonstrated track record of achieving or exceeding sales targets in a performance‑based sales environment. Experience utilizing CRM platforms, preferably Salesforce, to manage relationships and sales pipelines. Strong understanding of the Canadian financial services and mortgage industry. Exceptional relationship‑building, networking, and business development skills. Highly motivated self‑starter with strong organizational and time‑management skills. Results‑oriented with a proven ability to manage competing priorities and achieve sales objectives. Natural leadership qualities with a collaborative, team‑oriented approach. Demonstrated resilience, initiative, and commitment to delivering exceptional customer experiences. Frequent territory travel for business development and partner meetings. Regular virtual presentations, webinars, and client meetings. Home‑office based role supporting the Ontario South-West market. Some flexibility in

working hours
may be required to support business needs and partner events. WHY WORK AT HOMEEQUITY BANK? Great Environment HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.



We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees. our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024, Waterstone Canada's Most Admired Corporate Cultures 2022‑2023, the Globe and Mail's Report on Business: Canada’s Top Growing Companies 2022 (third year since 2019), Canadian’s Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023. Growth and Opportunities We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through skilled growth opportunities and on‑the‑job training. We also encourage our employees to develop professionally and personally through a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development. Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more. Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity. Extended health and dental benefits Employee & Family Assistance Program Employer‑Matched Group Retirement Savings Plan Employee Share Investment Plan

📌 Business Development Manager, Wealth Channel (Canada)
🏢 HomeEquity Bank
📍 Canada