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 strong knowledge of financial services and mortgage markets.

Key Responsibilities:

- Achieve sales targets through territory planning and referral management
- Generate revenue by identifying current 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.

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