Jobs at HomeEquity Bank

The Marketing Associate will develop and execute marketing campaigns, analyze market data, collaborate with teams, and manage marketing communications to enhance customer engagement and attract new clients.

The CX Data & Insights Manager oversees customer feedback programs, analyzes data to derive insights, and collaborates with teams to enhance customer experience and engagement.

Provides day-to-day client service through phone, email, mail, fax, in-person, and portal channels. Processes customer requests in compliance with AML/ATF and privacy requirements, coordinates responses, resolves complaints, documents interactions, meets service-level and KPI targets, and supports process improvements. The role also assists with fee collection, identifies client behavior trends, collaborates across departments, and contributes to special projects in a hybrid banking environment.

Makes outbound and inbound calls to prospective reverse-mortgage clients, answers questions, presents product solutions, overcomes objections, gathers sensitive financial information, and schedules appointments with the Inside Sales Team. The role requires bilingual French and English communication, target achievement, accurate data entry, strong organization, and flexibility for weekday and mandatory weekend shifts in a hybrid environment.

Provide exceptional day-to-day client service across phone, email, mail and portal channels; handle inquiries, complaints, and escalations; ensure compliance with AML and privacy rules; meet SLAs and performance benchmarks; collaborate with internal teams and recommend process improvements.

The Senior Financial Analyst leads accounting operations, manages the financial close cycle, collaborates on financial reporting, and drives process improvements and automation using Workday.

Lead budgeting, forecasting, financial modeling and variance analysis to support strategic decisions. Maintain planning tools and KPI dashboards, prepare executive and Board presentations, assess market impacts, support tax provision work, drive process improvements, and represent FP&A on strategic initiatives.

Lead and execute brand marketing strategy and integrated campaigns to build awareness, trust, and consideration among Canadians 55+. Manage agency partners, mentor an associate, align cross-functional teams, oversee budgets, leverage consumer insights, and measure brand health and campaign performance in a regulated financial environment.