WHO WE ARE

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.

OUR VALUES, OUR PASSION

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

• Customer-Focused.
• Passionate Advocates
• Courage to Act. Do the Right Thing
• One Team. One Vision
• Think Long-Term.
• Ever-Evolving. Be Exceptional.
• Inspire Greatness

POSITION SUMMARY

The Marketing Associate role will work closely with the B2B Marketing team and contribute to the development of Marketing programs, campaigns and initiatives, and execute the deliverables that will achieve them.

MAJOR ELEMENTS OF THE ROLE

Marketing Strategy & Program Management

• Works with the Marketing Manager to conceptualize, develop, and implement marketing campaigns through existing channels and by identifying new ones.
• Work closely with the internal team members and external partners for day‑by‑day activities (content creation, campaign setup and optimization, a/b test, monitoring).
• Assesses and analyzes campaigns and coordinates efforts across online and offline channels to optimize investments.
• Writes, proofreads and edits content for various marketing activities including our website, email campaigns, and social media presence.
• Collaborates and partners with Marketing and Sales team members to ensure the partner experience is optimized in campaign execution and fulfillment.
• Helps manage existing partnerships and assists in the development of new strategies to support growth, including the execution of events, webinars, and other educational programs that help build awareness.
• Develops workback schedules, leadership updates, and maintains the content calendar.

Reporting, Analysis & Budget Support

• Ensures frequent monitoring,
  
  
  
  tracking and reporting of all marketing campaigns through analysis of large data sets.
• Leverages analysis to identify opportunities to optimize or course-correct programs.
• Tracks key business metrics and contributes to reporting on marketing initiatives and results.
• Works with the Manager to update budget notes and forecasting.
• Assists with the processing of invoices and vendor follow-up as required.

SKILLS AND EXPERIENCE REQUIRED

Qualifications:

• 2-4 years of previous related experience in marketing, in the financial services sector (preferred).
• University Degree or College Diploma in marketing or related field.
• Experience in content development, copywriting, basic design and project management.
• Experience with Salesforce.com an asset.
• Experience with basic data analytics and reporting through Google Analytics.
• Proficient with Word, PowerPoint, Excel, Foxit, Canva.

Attributes:

• Critical thinking skills and results-driven performer.
• Meticulous attention to detail and organizational skills.
• Demonstrated oral and written communication and presentation skills.
• Resourceful, self-driven character including innate curiosity, desire to learn, achievement orientation, and strong desire to continuously improve the status quo.
• Ability to collaborate with multiple stakeholders internally and externally, up to senior management level.
• Excellent time management skills, and effectively manages and prioritizes workload under tight deadlines.
• Passionate about serving and empowering the 55 and better population and focused on ensuring a customer‑centric approach.

WORKING CONDITIONS (UNIQUE TO JOB)

Hybrid working environment, with three days per week required in the office.

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.

A Agile Culture – With People at the Centre: We believe our people make all the difference; 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 professional 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.

Celebrating Great Work and People: We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders. From our Appreciate! 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.

THE PERKS (FOR EMPLOYEES)

HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental advantages.
• Employee & Family Assistance Program.
• Employer-Matched Group Retirement Savings Plan.
• Employee Share Investment Plan.
• Well‑being initiatives including: a wellness account; virtual self‑care programs and extended mental health benefits.
• Employee corporate discount for GoodLife Fitness.

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Please note that our successful candidate is required to complete a background check.

Stay in the Know: Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work: LinkedIn Youtube Facebook Twitter Instagram Chip.ca