Wealth Channel Business Development Leader (Hybrid)

HomeEquity Bank; Vancouver; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Extended health and dental benefits

Employee & Family Assistance Program

Employer-Matched Group Retirement Plan

Employee Share Investment Plan

Well-being initiatives & mental health

GoodLife Fitness discount

Job summary

HomeEquity Bank in Vancouver, BC is seeking a seasoned Business Development Manager to grow referral business in an assigned territory. You will manage the sales process from initial contact through funding, build relationships with referral partners and clients, and help achieve revenue targets.

The role requires eight years in financial services sales or business development, strong mortgage knowledge, and proficiency with Salesforce.

Qualifications

• Post-secondary education in business, finance, sales, marketing, or related field.
• Minimum of eight (8) years of progressive experience in financial services sales or business development.
• Experience in business development, territory management, wealth management, investments, insurance, or financial planning is preferred.
• Demonstrated track record of achieving or exceeding sales targets in a performance-based sales environment.
• Experience utilizing CRM platforms, preferably Salesforce, to manage relationships and sales pipelines.

Responsibilities

• Achieves sales targets through effective territory planning and referral relationship management.
• Generates revenue by executing sales plans and identifying new business opportunities.
• Manages the sales process from client engagement through funding to support a positive customer experience.
• Builds and maintains referral-producing relationships through regular contact, presentations, webinars, and partner visits.
• Collaborates with internal partners to support sales initiatives, resolve issues, and deliver strong service.

Skills

Sales & networking

Relationship building

Communication

Presentation

Interpersonal skills

Organizational skills

Time management

Problem solving

Leadership

Education

Post-secondary education in business/finance/sales/marketing

Tools

Salesforce

Job description

HomeEquity Bank in Vancouver, BC is seeking a seasoned Business Development Manager to grow referral business in an assigned territory. You will manage the sales process from initial contact through funding, build relationships with referral partners and clients, and help achieve revenue targets.

The role requires eight years in financial services sales or business development, strong mortgage knowledge, and proficiency with Salesforce.