[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"all-featured-jobs-ca":3,"company-homeequity-bank-de-ca":6,"job-search-\u002Fde-ca\u002Fcompany\u002Fhomeequity-bank":69,"company-filters-\u002Fde-ca\u002Fcompany\u002Fhomeequity-bank":236},{"total":4,"jobs":5},0,[],{"name":7,"slug":8,"logo_url":9,"id":10,"jobs":11,"description_de":9,"description_en":9,"industry":9,"headquarters_city":9,"headquarters_country_iso":9,"latitude":9,"longitude":9,"website_url":9,"raw_street":9,"raw_city":9,"raw_zip_code":9,"raw_country":9,"raw_legal_form":9,"raw_bafin_id":9,"raw_trade_names":9,"raw_permissions":9,"translations":9},"HomeEquity Bank","homeequity-bank",null,4237,[12,18,23,28,33,38,43,48,53,58,63],{"id":13,"slug":14,"title":15,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":17},57034,"manager-financial-planning-amp-analysis-homeequity-bank","Manager, Financial Planning & Analysis","Toronto - Headquarters","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 Manager, FP&A works closely with the Director FP&A and the VP, FP&A. The FP&A Manager plays a critical role in driving financial strategy and performance within the bank. This position is responsible for leading budgeting, forecasting, financial modeling, and performance analysis to support strategic decision-making. The ideal candidate combines strong analytical skills with a deep understanding of banking operations and financial regulation. It may also be called upon to provide analysis requested directly by the CFO and CEO. Responsibilities include developing and maintaining analytical models, assessing the impact of real estate market changes on the business, maintenance of planning procedures, checklists and guidelines, management of the budgeting and forecasting reporting tool, maintenance of KRI and KPI dashboards, and variance analysis reports. MAJOR ELEMENTS OF THE ROLE Annual budget Coordinate the development of the annual budget in collaboration with cross-functional stakeholders. Analyze trends in profitability and overhead expenses to inform budgetary decisions. Manage headcount planning and salary budgeting in partnership with HR and business leaders. Manage budgeting process for overheads and analyzing key trends Prepare and maintain operational metrics, KPIs, and executive dashboards. Develop and present comprehensive budget packages for senior leadership and the Board of Directors. Maintain the Bank’s long-term financial model, including preparation of 10-year financial projection. Financial analysis and forecasting Support month-end close activities, including variance analysis and financial reporting. Prepare monthly financial results packages, with a focus on repayment trends and salary\u002Foverhead variances. Collaborate with stakeholders to forecast overhead expenses, including headcount planning. Develop monthly financial forecast packages, comparing projected full-year results against budget. Analyze forecast changes across all financial line items. Prepare quarterly executive and Board-level financial presentations. Enterprise Decision Support and Strategic Analysis Represent FP&A on strategic project teams across the organization Evaluate business cases and initiatives to assess financial viability and performance impact. Conduct contribution margin and business performance analyses to support strategic priorities ERP (WorkDay Adaptive) and Process Improvements Assist in maintaining the Bank’s budgeting and reporting platform (Workday Adaptive), including new users, security access, and existing hierarchical roll-ups. Assist in the development, enhancement and maintenance of financial modules and reports within the platform. Identify and implement process improvements to enhance forecasting accuracy and operational efficiency. Design and deploy new financial reports and dashboards to meet evolving business needs Train and educate new users on using the platform, maintaining any relevant documentation and\u002For guidance materials Tax Compliance Assist in preparation of monthly tax provision, annual financial statement tax disclosures, annual tax rate reconciliation. Ensure timely completion of income and commodity tax compliance filings. Support in executing tax planning strategies and assess their financial impact. Other duties as assigned SKILLS AND EXPERIENCE REQUIRED Degree in Business Administration, Accounting, Finance, a related field or equivalent work experience. 5+ years of progressive experience in Financial Planning & Analysis, and\u002For strategy. Financial Services industry experience is preferred. Professional designation – CPA, CMA, CFA preferred (not mandatory). Experience with Workday Adaptive Planning platform is preferred Proficiency in using data analysis tools and software such as Excel (proficient in PowerBI), SQL. Strong PowerPoint skills, able to storyboard and create presentations for senior audiences. Strong analytical, problem-solving, and attention-to-detail skills, with the ability to sift through large volumes of data and present clear, concise reports tailored for non-finance audiences. WORKING CONDITIONS UNIQUE TO JOB Hybrid work environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":19,"slug":20,"title":21,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":22},57035,"cx-data-and-insights-manager-homeequity-bank","CX Data and Insights Manager","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 CX Data & Insights Manager is responsible for the management and implementation of programs that capture, analyze, and translate the voices of customers and partners into clearly communicated, actionable insights that inform strategic and operational decision-making across the organization. This role manages the Voice of the Customer (VoC) and Voice of the Partner (VoP) programs, as well as the Customer Research Community, overseeing the collection, synthesis, and clear communication of feedback and research insights across key touchpoints in the customer journey. Through a mix of primary and secondary research, customer feedback programs, digital sentiment monitoring, and ongoing customer engagement initiatives, the Manager, CX Data and Insights ensures the organization maintains a deep and current understanding of the needs, motivations, and experiences of its customers and our core demographic, Canadians 55+. The role plays a critical part in elevating a data-driven, customer-centric culture, ensuring that marketing strategies, product and service design, and organizational priorities are grounded in evidence and informed by the real needs of our unique customer base. Situated within the Marketing department, this role partners closely with teams across client services, strategy, product, marketing, sales, technology, and operations to ensure customer insights inform decisions across the organization. By identifying friction points and opportunities throughout the customer journey, the Manager contributes to improvements in customer experience, engagement, satisfaction, and Net Promoter Score (NPS). MAJOR RESPONSIBILITIES Voice of the Customer & Partner Programs Manage and evolve the organization’s Voice of the Customer (VoC) and Voice of the Partner (VoP) programs, ensuring systematic collection, analysis, reporting, and absorption of feedback across key journey touchpoints. Oversee the triage and management of customer feedback requiring follow-up, ensuring issues are escalated and addressed appropriately in collaboration with relevant teams. Analyze feedback and behavioural data to identify and report on key drivers of satisfaction, dissatisfaction, loyalty, and advocacy. Translate insights into clear recommendations that inform CX improvements and business priorities. Customer Research & Insights Leadership Build, implement, and grow a Customer Research & Insights Community on the Alida platform that helps the organization understand the real wants, needs, and friction points of customers, and informs the Bank’s thought leadership initiatives. Design and execute qualitative and quantitative research initiatives, including surveys, interviews, focus groups, and secondary research reviews. Montor and maintain Community health and ensure optimal participant engagement and satisfaction that can be leveraged for ongoing studies, rapid feedback, and concept testing. Identify and synthesize patterns and trends in customer data, translating complex findings into clear insights for internal stakeholders. Public & Customer Sentiment & Reputation Management Monitor and manage the organization’s public customer feedback channels, including Trustpilot and Google Reviews. Coordinate responses to reviews and complaints, ensuring timely and empathetic communication that reflects brand standards. Analyze online feedback trends to identify emerging issues, reputational risks, and opportunities for improvement. Continuous Improvement Translate research findings into clear, actionable insights and recommendations that inform campaign development, messaging effectiveness, customer engagement and satisfaction strategies. Develop and maintain customer insight reporting frameworks, including dashboards, research summaries, and executive presentations. Track and analyze key customer metrics, including Net Promoter Score (NPS) and other customer experience indicators. Stay current on research methodologies, industry trends, and demographic insights affecting Canadians aged 55+, proactively sharing relevant insights across the organization. Ensure insights are shared effectively across the organization through regular reporting, presentations, and cross-functional collaboration. Foster a culture of evidence-based decision making, ensuring teams leverage insights to guide priorities and improvements. Proactively identify research opportunities to support strategic business decisions across the organization. SKILLS AND EXPERIENCE REQUIRED Qualifications 5-8+ years of experience in customer insights, market research, Voice of the Customer, or CX analytics. Experience designing and managing customer feedback and research programs, including NPS and survey-based research. Experience with research platforms such as Alida, Qualtrics, or similar customer insight tools. Strong knowledge of quantitative and qualitative research methodologies, including survey design, interviews, and insights synthesis. Experience analyzing customer data and translating findings into actionable business insights. Excellent verbal and written communication skills; a compelling and clear storyteller and presenter. Experienced with creating reports for a variety of audiences. Highly collaborative with experience working with cross-functional stakeholders in marketing, product, strategy, or CX environments. BA \u002F BS degree in Psychology, Sociology, Anthropology, Market Research, Business, Human-Computer Interaction, Information Studies, or a related field or equivalent work experience. WORKING CONDITIONS UNIQUE TO JOB Hybrid work environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":24,"slug":25,"title":26,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":27},57036,"bilingual-national-underwriter-homeequity-bank","Bilingual National Underwriter","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 underwriter is accountable for independently adjudicating residential mortgage applications by assessing borrower creditworthiness, property and collateral risk, and overall file integrity in accordance with approved credit policy, underwriting guidelines, and delegated lending authority. The role ensures sound and well-documented credit decisions, timely file turnaround, and compliance with regulatory, audit, and internal risk standards while supporting the Bank’s risk appetite and business objectives. MAJOR ELEMENTS OF THE ROLE: Credit Adjudication & Risk Management Review and decision mortgage applications within delegated lending authority Balance risk and opportunity by structuring solutions that meet client needs while maintaining policy adherence Ensure underwriting decisions are complete, accurate, meet established quality standards and regulatory expectations Escalate suspicious or material risk concerns to management in accordance with Bank requirements. Assess borrower, property, and collateral risk using a holistic, risk‑based approach to support prudent lending decisions. Identify, evaluate, document, and escalate exceptions in accordance with established approval protocols. Business Performance & Operational Excellence Manage underwriting pipeline while consistently meeting service level expectations and quality standards. Maintain thorough and accurate system documentation, including decision rationale, conditions, and escalation records. Identify process inefficiencies and propose practical improvements to enhance turnaround times and consistency Maintain knowledge of products, policies, underwriting guidelines, and regulatory expectations to support consistent decision‑making and stakeholder confidence Stakeholder Collaboration Work collaboratively with internal and external partners (e.g., Sales, Fulfillment, Risk,) to resolve issues and support sound credit outcomes Build and maintain effective working relationships with Brokers, Sales, Risk, and internal partners Provide clear, timely, and professional communication on credit decisions, conditions, and risk considerations. Support a strong risk culture by modeling disciplined underwriting practices and consistent application of policy. SKILLS AND EXPERIENCE REQUIRED: Deep experience in credit and mortgage underwriting, including complex and non-standard files Proven ability to exercise delegated lending authority and apply sound credit judgment Ability to influence outcomes through expertise, collaboration, and clear credit rationale Strong verbal and written communication skills (Bilingual in English and French preferred) Ability to work independently and collaboratively within a team while effectively managing time, priorities, and workload Good understanding of the residential real estate market, real estate market trends, and industry lending practices Excellent computer skills – Microsoft Office (Outlook, Word, Excel) WORKING CONDITIONS UNIQUE TO JOB: Hybrid office environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":29,"slug":30,"title":31,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":32},57037,"portfolio-administrator-mortgage-services-homeequity-bank","Portfolio Administrator, Mortgage Services","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 Responsible for supporting day-to-day mortgage servicing operations, including mail handling, cheque processing, file closures, and document management. Ensures accuracy, timeliness, and adherence to service standards while collaborating with internal teams and external vendors. MAJOR ELEMENTS OF THE ROLE Key accountabilities of this position include: Assign tickets promptly via ServiceNow to ensure timely processing and resolution. Manage the daily scanning of physical mail and cheques, ensuring accuracy, efficiency, and adherence to turnaround timelines. Ensure files are closed in the application in a timely manner after discharge, in accordance with process requirements and deadlines Process mortgage overpayments cheque reconciliation and handover with finance. Collaborate with vendors to ensure timely and accurate weekly mailing of communication letters in line with service standards. Review and action returned mail (including overpayment cheques and annual statements), validate addresses against system records, and collaborate with reception to ensure accurate and timely re-dispatch. Maintain and organize legal documents and mail in cabinets, ensuring records are current, and conduct periodic reviews to retain or securely discard documents in line with policy. Support the team with ad hoc tasks including payout and information statements and refinance file setup during high-volume periods. Perform additional duties as assigned. Provide support on high-priority or time-sensitive assignments across functions as required. SKILLS AND EXPERIENCE REQUIRED Qualifications: A University Degree or College Diploma Strong organizational and time management skills. Ability to handle multiple tasks and meet deadlines. Experience in operations or administrative roles preferred. High attention to detail and accuracy. Ability to work in a fast-paced environment. Strong communication and teamwork skills. Knowledge of document management and record retention. Proficiency in Microsoft Office (Excel, Outlook, Word). Strong problem-solving and ownership mindset. Ability to handle confidential information responsibly. WORKING CONDITIONS UNIQUE TO JOB Hybrid working environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":34,"slug":35,"title":36,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":37},57038,"bilingual-sales-consultant-homeequity-bank","Bilingual Sales Consultant","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: This role is primarily responsible to make outbound telephone calls to prospective clients who have inquired to receive some information about our solutions. The incumbent will also handle inbound calls with the same purpose. The objective will be to qualify clients and book telephone meetings for HomeEquity Banks’s Inside Sales Team. The Bilingual Sales Consultant will be required to answer client questions as well as present HomeEquity Bank’s product solutions to help meet their needs. This is a fast-paced environment ideal for individuals who work well with targets and are seeking a challenge. MAJOR ELEMENTS OF THE ROLE: Making outbound calls to prospective clients who have already reached out for some information Handling inbound calls for prospective clients who are reaching out for information Deliver prepared sales talk that describes our products in order to persuade potential customers to book a meeting with our Inside Sales Team Explain HomeEquity Bank products, overcome objections and answer client questions Obtain customer information such as name, address, and secured debt and enter the information online Adjust sales scripts to better target the needs and interests of specific individuals Telephone or correspond to inquiries from customers Schedule appointments with the Inside Sales Team for customers. SKILLS AND EXPERIENCE REQUIRED: Post-Secondary education or equivalent experience. Progressive customer service or Tele-sales experience Ability to type 40 words per minute Flexibility to work between 8am - 8pm (EST) Monday to Friday Ability to work on weekends shifts is mandatory – full or part-time hours Proficient with Word, Outlook, Excel Experience and comfortable gathering sensitive information from clients regarding their financial situation Tech savvy- experience with Salesforce is an asset Detail oriented Comfortable working with targets and achieving them Proficiency in both French and English languages is required Attributes Our successful candidate: Is a result oriented individual; Knows how to manage time-sensitive information; Is well organized; Is detailed oriented; Has excellent interpersonal and communication skills; Thrives on variety and continuous improvement; Demonstrates solid problem-solving skills and good judgment; Has good communication and conflict management skills; and Is equally comfortable working on their own as well as being a contributing member of a collaborative team WORKING CONDITIONS UNIQUE TO JOB Hybrid work environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":39,"slug":40,"title":41,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":42},57040,"senior-financial-analyst-accounting-operations-homeequity-bank","Senior Financial Analyst, Accounting Operations","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 THE FINANCE TRANSFORMATION JOURNEY In July 2025, the Bank successfully implemented Workday Financial Management as part of a broader Finance modernization initiative. This investment reflects the Bank’s commitment to strengthening data integrity, enhancing automation, and building scalable, system-driven processes across Finance. As the Bank continues to optimize and mature its Workday environment, this role will play a key part in driving process improvements, reducing manual dependencies, and ensuring financial reporting infrastructure supports the bank’s growth strategy. POSITION SUMMARY: The Senior Financial Analyst, Accounting Operations, is a key member of the accounting operations team responsible for maintaining the integrity of the Bank’s general ledger and financial reporting processes while supporting process modernization and automation initiatives. This role owns critical aspects of the month-end, quarter-end, and year-end close cycle, including journal entries, balance sheet reconciliations, financial statement support, and regulatory reporting where applicable. The successful candidate will operate independently, collaborating closely with Financial Planning & Analysis, Treasury, Tax teams and other cross-functional stakeholders to ensure accurate and timely close. This individual will actively participate in the Finance transformation by designing more efficient, system-driven processes, leveraging Workday capabilities, and reducing manual effort – while remaining hands-on with day-to-day accounting tasks. This role offers exposure to senior leadership and multiple finance functions, providing opportunities to influence strategic decisions and drive meaningful improvements across the Bank. Your work will directly improve the speed, accuracy, and scalability of Finance operations, enabling the Bank to grow efficiently while maintaining strong controls and regulatory compliance. MAJOR ELEMENTS OF THE ROLE: General Ledger and Accounting Financial Close Execute month-end, quarter-end, and year-end journal entries, including mortgage, derivatives, accruals, amortization, and consolidation. Perform accounting for mortgage portfolios, including interest income recognition, securitization, and impairment analysis. Collaborate with Treasury, Tax and Operations teams to ensure complete and accurate financial results. Complete balance sheet reconciliations accurately and on time. Handle intercompany accounting and eliminations as needed. Ensure compliance with IFRS and internal accounting policies, contributing to the adoption of new accounting standards. Continuously identify opportunities to streamline and automate recurring journal entries, reconciliations, and reporting tasks. Redesign workflows to reduce manual effort, shorten close timelines, and strengthen system-enabled controls, while remaining hands-on with daily accounting tasks. Implement system-driven solutions to improve efficiency, data integrity, and accuracy, without stepping away from day-to-day responsibilities. Leverage Workday reporting tools and data analytics to identify trends, inefficiencies, and opportunities for automation. External Reporting Support quarterly and annual financial statement preparation, including note disclosures and supporting schedules Prepare working papers and documentation for internal, external audits and 1B teams Cross-Functional Collaboration & Process Improvement Lead the month-end, quarter-end, and year-end close process, coordinating schedules and activities with Treasury, Financial Planning, and Tax. Communicate financial results and issues clearly to stakeholders, ensuring timely resolution of reconciling items. Support internal control testing and governance around financial reporting processes. Collaborate with cross-functional teams to identify process inefficiencies and implement system-driven improvements. Drive continuous improvement initiatives that strengthen controls, shorten close timelines, and improve data accuracy. SKILLS AND EXPERIENCE REQUIRED Qualifications Professional Accounting Designation – CPA, CA Progressive experience in financial accounting within the financial services or banking industry Strong knowledge of IFRS, including existing and upcoming standards Hands-on experience managing month-end, quarter-end, and year-end close processes Experience with Workday or other ERP systems; familiarity with system configuration and automation a plus Proficiency in MS Office, with advanced Excel skills Familiarity with public company reporting standards is an asset Attributes Strong problem-solving and analytical skills, with attention to detail and accuracy Growth mindset with a willingness to challenge the status quo and drive meaningful change Hands-on, accountable, and organized; able to manage multiple priorities independently Systems-oriented thinker who seeks root-cause solutions and process improvements Comfortable operating in evolving environments and leading modernization initiatives within Finance Excellent verbal and written communication skills, with the ability to influence and collaborate across all levels of the Bank Proactive in identifying opportunities to streamline workflows, automate tasks, and strengthen controls WORKING CONDITIONS UNIQUE TO JOB Hybrid work environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":44,"slug":45,"title":46,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":47},83921,"compliance-analyst-homeequity-bank","Compliance Analyst","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 Regulatory Compliance Analyst supports the execution of HomeEquity Bank’s compliance management program. This role is responsible for assisting in the implementation and maintenance of key compliance frameworks and processes, including regulatory compliance management (RCM), regulatory change tracking, compliance monitoring and testing, and regulatory reporting. The successful candidate will work closely with business units, front-line risk management (“1B”), and risk functions to support the bank’s overall compliance efforts and ensure regulatory expectations are met. This role reports to the Director of Compliance. As a second line of defence role, it will support an independent challenge program with respect to the end-to-end adherence to Bank policies and procedures. MAJOR ELEMENTS OF THE ROLE Key accountabilities of this position include: Support in the execution and continuous improvement of the Bank’s Regulatory Compliance Management (RCM) program, including the Reliance Model Framework. Help maintain and update the Bank’s RCM framework, including overseeing requirements mapping and control documentation. Conduct second-line regulatory compliance testing in collaboration with SME Testing Leads, delivering actionable insights that enhance adherence to regulatory standards. Manage Reliance Model stakeholder engagement with respect to regulatory change across other Oversight Functions (Finance, Treasury, HR, and Risk), including performing review and challenge on domain assessments, levering compliance systems to record evidence and reporting. Perform RCM activities as the Monitoring and Testing Program Administrator. Support the tracking of regulatory requirements of from OSFI, FCAC, FINTRAC, and other legislation and regulators using governance, risk, and compliance (GRC) systems (e.g. Resolver). Monitor and support regulatory changes and perform impact assessments for Compliance-owned regulations. Assist with the administration of impact assessments, documentation, and follow up of regulatory change implementation activities. Use GRC tools (e.g. Resolver) to document compliance testing results, findings, and action plans. Prepare materials and logs for audit reviews and regulatory examination and ad hoc requests. Maintain accurate records to regulatory correspondence, action items, and commitments. Help prepare and update compliance-related policies and procedures to ensure alignment with current regulatory expectations. Support documentation and communication of compliance requirements across business units. Maintain tracking of Compliance policy and procedures update and reporting cycles. Support the development and delivery of Compliance-related and other regulatory training to stakeholders in the first and second lines of defence. SKILLS AND EXPERIENCE REQUIRED Qualifications University degree in finance, accounting, business administration, law, or related field preferred. At least 5-6 years of relevant work experience within a regulated financial institution in Compliance or Risk Management Outstanding analytical and problem-solving skills, with a demonstrated track record of success in stakeholder engagement In depth experience with GRC system (e.g. Resolver) functionality Proficient in Microsoft Office Suite Attributes Ability to assess complex regulations and translate into actionable processes. Strong organizational skills sufficient to manage multiple Compliance and regulatory initiatives across the Bank. Negotiation and communication skills, with flexibility to pivot to accommodate business constraints and work with both junior and senior stakeholders. Attention to detail with ability to deliver against multiple conflicting deadlines. Broad general knowledge of the Canadian regulatory regime and risk management best practices Must be pro-active, self-motivated and a self-starter. A positive attitude, a desire to learn, and a willingness to persevere to get work done, either independently or as part of a team. Working Conditions Unique to Job Standard office environment, Hybrid work model 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":49,"slug":50,"title":51,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":52},83922,"credit-analytics-risk-manager-homeequity-bank","Credit Analytics Risk Manager","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: Join HomeEquity Bank’s growing Risk Management team and help shape the future of responsible lending in Canada’s reverse mortgage market. In this role, you will be a key driver in advancing the Bank’s Credit Risk Management Program through data, analytics, and cross-functional collaboration, with expansion to areas like climate risk. As part of the second line of defense, you’ll provide independent challenge, analytical insights, and strategic guidance that empower informed decision-making across the organization. Beyond traditional risk activities, this position offers exciting exposure to emerging disciplines such as climate and geolocation risk analysis, reflecting the Bank’s forward-looking commitment to regulatory compliance, sustainability, and innovation. You’ll collaborate closely with teams across Product, Data & Analytics, and Operations to translate data-driven insights into actionable risk strategies that strengthen our portfolio and protect our customers. Key Responsibilities: Credit and Operational Risk Oversight – Conduct comprehensive risk assessments, control effectiveness testing, and monitoring activities across Credit, Mortgage Lending, and Operations. Insightful Reporting & Data Visualization – Build and enhance data-driven risk dashboards using a combination of visualization tools, produce analytical insights for senior management and Board reporting. Analytics Model Development and Validation – Perform risk-based credit model development and enhancement, validation of credit models and support analytic reviews leveraging SQL, Python, Pyspark or data visualization tools. Product\u002FProject & Initiative Risk Reviews – Evaluate new products, projects, and initiatives against the Risk Appetite Framework to ensure strategic and regulatory alignment. Advisory & Challenge – Review escalated credit cases, perform enhanced due diligence, and provide independent recommendations to senior leaders on risk suitability. Continuous Improvement – Strengthen policies, procedures, and frameworks to embed best practices in credit and enterprise risk management. Issue Management & Audit Support – Partner with business units to address audit or regulatory findings using data and analytics, ensuring timely and sustainable remediation Promote Risk Culture – Foster awareness and understanding of credit, operational, and fraud risk across the Bank through collaboration, communication, and training. Drive Enterprise Risk Excellence – Support the execution and continuous improvement of the Bank’s ERM framework to ensure consistency, transparency, and alignment with risk appetite and business strategy. Innovation in Risk Practices – Contribute to cross-functional projects such as expanding GRC platforms or integrating new data domains, including geolocation and climate risk analytics. SKILLS AND EXPERIENCE REQUIRED: Qualifications Bachelor’s degree with 7+ years of experience in data and analytics, ideally within financial services with experience in risk management (Good-to-Have: Familiarity with OSFI regulatory frameworks (e.g., B-20, B-15, E-21, E-23) and practical experience applying them in a financial institution. Advanced proficiency in MS Office, with experience using data visualization tools (e.g., Looker, Tableau, Power BI). Working knowledge of SQL, Python and Pyspark and tools like databricks to support data-driven risk insights, and familiarity with using AI tools to improve code productivity. Data Exposure: financial data, operation data and climate or geolocation data analysis considered an asset. Proven experience designing, executing, and communicating risk assessments, monitoring, and testing programs. Strong knowledge of credit life-cycle management and industry best practices in enterprise and credit risk. Attributes for Success Strong analytical and problem-solving mindset with high attention to detail; high intellectual curiosity with the aptitude to continuous learning. Strong verbal and written communication skills, capable of presenting complex findings clearly and managing communications with sales, operations and products. High professional integrity and collaborative spirit, with ability to manage multiple priorities with minimal supervision in a fast-paced environment. Self-starter with a growth mindset, eager to learn and contribute to meaningful impact. WORKING CONDITIONS UNIQUE TO JOB Standard office environment (hybrid flexibility available, 3 Days in-office) Opportunities for professional development, cross-functional collaboration, high visibility, and exposure to emerging risk disciplines such as climate risk, data analytics, and model governance. 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":54,"slug":55,"title":56,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":57},83923,"manager-contact-centre-and-loyalty-homeequity-bank","Manager, Contact Centre and Loyalty","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 Manager, Contact Centre & Loyalty Experience is responsible for the overall leadership, performance, and strategic direction of the Contact Centre and Loyalty\u002FRetention functions. This role is accountable for delivering strong business and client outcomes through effective people leadership, sales and retention performance, operational excellence, analytics, technology adoption, and continuous improvement. The Manager owns end-to-end operational performance across the Contact Centre and Loyalty teams, including productivity, conversion, retention, quality, compliance, client experience, service levels, and workforce effectiveness. The role is also responsible for leveraging Salesforce Financial Services Cloud (FSC), reporting platforms, outbound dialer technology, IVR capabilities, and emerging AI-enabled tools to improve visibility, decision-making, productivity, client engagement, and overall team performance. A key component of the role is translating business strategy into measurable operational plans, using data and technology to identify opportunities, address performance gaps, and continuously improve the customer journey. The Manager will act as a change leader and technology champion, driving adoption of new tools, processes, AI capabilities, and ways of working while ensuring that technology enhances, rather than replaces, the human connection that is critical to HomeEquity Bank’s client experience. MAJOR ELEMENTS OF THE ROLE Lead People & Performance: Lead the Contact Centre and Loyalty teams, including Team Leads and frontline employees, with accountability for performance management, coaching, development, engagement, staffing, and succession planning. Own Operational & Business Results: Drive end-to-end performance across Contact Centre and Loyalty, including productivity, conversion, retention, quality, service levels, and client experience. Establish KPIs and ensure teams consistently meet or exceed business objectives. Drive Data & Analytics: Leverage Salesforce Financial Services Cloud (FSC) and other reporting tools to monitor performance, maintain data integrity, and conduct deep-dive analysis to identify trends, root causes, opportunities, and actionable recommendations. Optimize Contact Centre Technology: Oversee the effective use and optimization of outbound dialer, IVR, Salesforce, and other Contact Centre technologies to improve contact rates, productivity, client experience, and conversion. Lead AI & Digital Adoption: Identify and champion opportunities to leverage AI, automation, and emerging technologies to improve productivity, quality, coaching, reporting, and client engagement. Lead adoption and change management to embed new tools into day-to-day operations. Drive Continuous Improvement: Identify and implement process improvements that enhance operational efficiency, sales and retention outcomes, client experience, and employee effectiveness. Measure results and ensure improvements are sustained. Partner & Influence: Partner with senior leadership and cross-functional teams across Sales, Marketing, Operations, Technology, Data, Risk, and Compliance to deliver strategic initiatives, resolve complex issues, and translate business objectives into clear operational plans. SKILLS AND EXPERIENCE REQUIRED Proven experience managing people in a Contact Centre, Sales, Retention, Customer Experience, or similar environment, with direct accountability for performance outcomes. Demonstrated experience leading frontline teams and developing Team Leads or other people leaders. Strong experience with Salesforce, preferably Salesforce Financial Services Cloud (FSC), including reporting, dashboards, data interpretation, and performance management. Experience managing or working closely with outbound dialer and IVR systems, including campaign management, call routing, contact strategies, and optimization. Strong analytical capability with demonstrated experience conducting deep-dive analysis, identifying root causes, interpreting trends, and translating data into actionable recommendations. Demonstrated understanding of Contact Centre metrics, sales funnels, conversion, retention, productivity, quality, service levels, and client experience. Experience using data and reporting to manage performance and make business decisions. Experience leading change and successfully implementing new processes, technologies, and ways of working. Demonstrated interest or experience in AI, automation, analytics, or digital transformation, with the ability to identify practical opportunities to improve business performance. Strong understanding of quality, compliance, risk, and client experience considerations within a Contact Centre or financial services environment. Excellent communication, presentation, influencing, and stakeholder management skills. Strong business acumen and the ability to connect operational activity to broader business and revenue outcomes. Highly organized, adaptable, and comfortable managing multiple priorities in a fast-paced environment. Post-secondary education in Business, Finance, Data\u002FAnalytics, or a related field is an asset but not required; demonstrated leadership experience and performance will be key considerations. WORKING CONDITIONS UNIQUE TO JOB: Hybrid office environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":59,"slug":60,"title":61,"location":9,"raw_job_location_address_addressLocality":16,"raw_hiringOrganization_logo_url":9,"raw_description":62},83925,"senior-specialist-data-loss-prevention-homeequity-bank","Senior Specialist, Data Loss Prevention","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 Senior Specialist, Data Loss Prevention is the hands on technical authority behind our DLP and data security capability. The role is responsible for the configuration, tuning, and reporting of our data loss prevention and data security posture management platforms, and for designing the workflows that route and resolve data loss events. Accountability for the DLP program sits with the CISO. The successful candidate will bring the operational reality, the tooling expertise, and the risk evidence that inform roadmap and enforcement decisions, and will be a primary voice in setting direction. MAJOR ELEMENTS OF THE ROLE Key responsibilities of this role include: Program input and direction Serve as the principal technical advisor to the CISO on DLP strategy, tooling investment, and enforcement posture Recommend the roadmap and maturity plan, and build the risk based case behind each recommendation Working with the data governance teams to maintain and improve the data classification taxonomy and sensitivity labelling scheme Draft and maintain DLP standards and procedures for CISO approval, with the CISO as accountable policy owner Represent DLP capability in audits, regulatory reviews, and third party assessments as the technical subject matter expert Evaluate platforms and participate in vendor selection, proof of concept, and renewal decisions Surface capability gaps, coverage blind spots, and emerging data risks early enough to influence planning cycles Platform engineering and tuning Configure, tune, collaborate, and continuously improve detection policies across email, collaboration and file sharing platforms, endpoints, cloud applications, and network egress Configure, tune and advise on data discovery and classification tooling to build and maintain an inventory of sensitive data across cloud, SaaS, and on premise data stores Assist with the implementation of sensitivity labelling, automated classification, and associated protection controls where needed Reduce false positive volume through iterative rule refinement, exact data matching, document fingerprinting, machine learning classifiers, and context based conditions Manage policy lifecycle from simulation and pilot through to enforcement, under documented change control Integrate DLP telemetry into SIEM, SOAR, ITSM, and case management tooling Support insider risk and communication monitoring capabilities where in scope Workflow design Design triage, escalation, and investigation workflows for DLP alerts, including severity models and proposed service level targets Build the intake and exception process for business justified data movement, including approval paths and time bound exceptions Define the handoff model with the SOC, HR, Legal, Privacy, and Compliance for insider risk and confirmed data loss events Automate repetitive triage and enrichment steps to keep analyst effort focused on genuine risk Reporting and metrics Build and maintain operational dashboards and reporting on data risk, alert volumes, false positive rates, policy coverage, remediation timelines, and repeat offenders Prepare the DLP content the CISO takes to executive, risk committee, and board audiences, translating technical findings into business risk language Establish the metrics baseline and evidence measurable risk reduction over time Stakeholder engagement Partner with Privacy, Legal, HR, Data Governance, , and business data owners to validate what constitutes sensitive data and what enforcement is acceptable Deliver awareness content and targeted coaching for teams generating high alert volumes Support incident response as the DLP technical lead during suspected data exfiltration events SKILLS AND EXPERIENCE REQUIRED Qualifications 3 to 7 years in information security, with at least 2-3 years hands on with enterprise DLP or data security tooling Deep hands on experience administering at least one enterprise DLP platform, including policy authoring, endpoint agent deployment, and enforcement tuning Experience with data discovery, classification, or data security posture management tooling, and the ability to ramp quickly on an unfamiliar platform Proven track record tuning a DLP deployment from noisy to trusted, with evidence of the outcome Strong working knowledge of enterprise identity and collaboration platform administration Practical understanding of data classification, encryption, rights management, and cloud access security broker concepts Experience designing security workflows and writing the documentation to support them Familiarity with privacy and financial services regulatory drivers: PIPEDA, provincial privacy legislation, OSFI B-13, and PCI DSS where applicable Technical Skills DLP policy engineering across email, endpoint, cloud, and network control points Query languages for interrogating security and audit data Scripting and automation for administration, integration, and reporting API integration between security platforms Data visualization and business intelligence reporting Logging, detection, and alert pipelines within an enterprise SIEM Working knowledge of at least one major cloud provider’s data storage and security services Understanding of data stores in scope for discovery: relational and NoSQL databases, object storage, file shares, and SaaS repositories Preferred Experience in banking, insurance, or another regulated financial services environment Experience migrating or consolidating between DLP platforms Exposure to insider risk investigations conducted alongside HR and Legal Certifications such as CISSP, CIPP\u002FC, CCSP, or vendor certifications in a major DLP or data security platform Experience with GenAI data leakage controls and shadow AI discovery WORKING CONDITIONS UNIQUE TO JOB Hybrid work environment 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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",{"id":64,"slug":65,"title":66,"location":9,"raw_job_location_address_addressLocality":67,"raw_hiringOrganization_logo_url":9,"raw_description":68},83926,"business-development-manager-wealth-channel-homeequity-bank","Business Development Manager, Wealth Channel","Vancouver - Local Office","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 Business Development Manager is responsible for growing referral business in an assigned territory by building strong relationships with referral partners and clients. The role manages the sales process from initial contact through funding, achieves sales targets, and supports individual, team, and organizational revenue objectives. MAJOR ELEMENTS OF THE ROLE Key accountabilities of this position include: Achieves sales targets through effective territory planning, business development, 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. Uses Salesforce and other tools to manage relationships, pipelines, reporting, and forecasting. Maintains strong knowledge of HomeEquity Bank products, competitors, market trends, and industry conditions. Customizes approved sales programs and presentations for partners and customers in the assigned territory. Collaborates with internal partners to support sales initiatives, resolve issues, and deliver strong service. SKILLS AND EXPERIENCE REQUIRED Qualifications Post-secondary education in business, finance, sales, marketing, or a related field, or an equivalent combination of education and experience. 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. Attributes Strong understanding of the Canadian financial services and mortgage industry. Exceptional relationship-building, networking, and business development skills. Strong communication, presentation, and interpersonal skills with the ability to influence and engage diverse audiences. Highly motivated self-starter with strong organizational and time management skills. Results-oriented with a proven ability to manage competing priorities and achieve sales objectives. Natural leadership qualities with a collaborative, team-oriented approach. Strong problem-solving and analytical abilities. Demonstrated resilience, initiative, and commitment to delivering exceptional customer experiences. WORKING CONDITIONS UNIQUE TO JOB Frequent territory travel for business development and partner meetings. Regular virtual presentations, webinars, and client meetings. Home-office based role supporting the Vancouver market. Some flexibility in working hours may be required to support business needs and partner events. 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 Dynamic 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 though 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\u002FDPSP 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 eligible employees) HomeEquity Bank offers a competitive total rewards package that includes: 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 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 Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you. 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. 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. 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