Drive referral growth for HomeEquity Bank across Ontario South-West through territory planning, relationship management, and financial services sales expertise.
This Business Development Manager role focuses on growing referral business for reverse mortgage solutions, including CHIP Reverse Mortgage™. You will manage the sales process from client engagement through funding while supporting revenue objectives. The position suits professionals with experience in business development, territory management, wealth management, investments, insurance, or financial planning.
Key Responsibilities: Achieve sales targets through territory planning and referral management
Generate revenue by executing sales plans and identifying opportunities
Manage client engagement through funding




Build referral relationships through presentations, webinars, and partner visits
Use Salesforce for pipelines, reporting, and forecasting
Requirements: Eight years of progressive financial services sales experience
Post-secondary education or equivalent education and experience
Track record of achieving or exceeding sales targets
CRM experience, preferably Salesforce
Robust Canadian financial services and mortgage industry knowledge
Apply your relationship-building, sales planning, and Salesforce expertise to expand HomeEquity Bank referral business across Ontario South-West.

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