Business Development Manager, Bank Channel

HomEquity Bank; Remote; CAD 75,000 - 95,000; Full time

Job summary

A leading Canadian financial institution is seeking a Business Development Manager, Bank Channel to establish and manage relationships with referral partners. The ideal candidate will have strong financial services sales experience, excellent communication skills, and a proven track record in business development. Responsibilities include achieving sales targets, developing strategies, and collaborating with various teams. Perks include extended health benefits, wellness initiatives, and an employer-matched retirement savings plan. This is a remote position with required travel within the territory.

Benefits

Extended health and dental benefits

Employee & Family Assistance Program

Employer-Matched Group Retirement Savings Plan

Employee Share Investment Plan

Well-being initiatives

Corporate discount for GoodLife Fitness

Qualifications

• Minimum of 3 years of experience in financial services sales, business development, or relationship management.
• Experience with Salesforce or equivalent CRM application is required.

Responsibilities

• Identify and develop new relationships with referral partners.
• Manage sales targets and design sales strategies for partnerships.
• Close sales by managing the process from origination to funding.
• Collaborate with marketing, underwriting, and sales teams.

Skills

Progressive financial services sales experience

Customer service

Relationship management

Business development

Strong communication skills

Education

Post-secondary education or equivalent

Tools

Salesforce

Job description

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

• 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 role of a Business Development Manager, Bank Channel is to identify and proactively initiate new relationships with referral partners and actively develop and expand existing business relationships. Additionally, the role will work closely with our referral partners and their clients to nurture individual sales opportunities and ensure a positive, frictionless customer experience.

MAJOR ELEMENTS OF THE ROLE

• Deliver on established sales targets by managing an assigned group of banks within a designated territory.
• Generate revenue and achieve individual, team and organizational quotas, while also contributing to sales strategy by defining and implementing plans to achieve sales objectives.
• Develop a sales strategy that focuses on building strong, long‑lasting relationships through exceptional customer service, deep product‑knowledge, and acting as a trusted advisor and partner.
• Close sales by effectively managing the sales process, acting as the primary contact from origination through to funding, supporting both internal partners and the banks.
• Develop and maintain referral‑producing relationships within an established portfolio by providing the tools, resources, and support needed to effectively position and recommend HEB products through calls, emails, prospecting, tradeshows, and virtual presentations.
• Manage assigned relationships and associated expenses thoroughly and accurately via Salesforce, Concur, and other internal systems, and provide sound activity management reports.
• Collaborate with cross‑functional teams such as marketing, underwriting, and other sales teams to ensure a coordinated and efficient approach to serving the banking community.

SKILLS AND EXPERIENCE REQUIRED

• Progressive financial services sales experience in business development, relationship management, credit or mortgage brokering.
• Post‑secondary education or equivalent.
• Experience with Salesforce or equivalent CRM application.

ATTRIBUTES

• Demonstrated strong understanding of the current financial services and economic environment.
• A passion for relationship building, business development and customer service; driven to grow relationships.
• Exceptional communication and interpersonal skills.
• Natural leadership qualities.
• Team player and effective at managing positive relationships with internal partners who play a role in funding of deals (e.g. underwriting).
• A demonstrated track record of overachieving sales quotas.
• Self‑motivated with a desire to be a top earner in a performance‑based compensation model.
• Disciplined, innovative, and organized.

WORKING CONDITIONS

Unique to Job: Travel within assigned territory to meet with partners, remote / home office based.

PERKS AND BENEFITS

• Extended health and dental benefits
• 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

INCLUSIVE AND ACCESSIBLE WORKPLACE

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. Please note that our successful candidate is required to complete a background check.

Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.