Wealth Channel Business Development Manager (Ontario)

Wealth Channel Business Development Manager (Ontario)

02 Nov
|
HomeEquity Bank
|
Ontario

02 Nov

HomeEquity Bank

Ontario

Drive wealth-channel growth with HomeEquity Bank through territory planning, referral relationships, and Salesforce pipeline management in Ontario South-West. This home-office role includes frequent travel.
As Business Development Manager, you will grow referral business for HomeEquity Bank’s reverse mortgage solutions, including CHIP Reverse Mortgage™. You will manage client engagement through funding while supporting sales and revenue objectives. The role emphasizes business development, partner presentations, webinars, and solid knowledge of financial services and mortgage markets.
Key Responsibilities: Achieve sales targets through territory planning and referral management
Generate revenue by identifying new business opportunities
Manage sales processes from client engagement through funding




Build relationships through presentations, webinars, and partner visits
Use Salesforce for pipelines, reporting, and forecasting
Requirements: Post-secondary education or equivalent education and experience
Eight years of progressive financial services sales experience
Business development or wealth management experience preferred
Proven success achieving sales targets
Strong relationship-building and presentation skills
Bring financial services sales, territory management, and relationship-building expertise to grow HomeEquity Bank’s referral business across Ontario South-West.

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

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