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
Reporting to the Director, Referred & Product Marketing, the Manager, Referred Marketing, is responsible for planning, developing, and implementing marketing plans and communications activities for HomeEquity Bank’s partner referral networks to help attract, grow, and nurture our channel audiences.
The ideal candidate has 7+ years of experience in marketing or a related field. They will work closely with the sales teams to drive marketing programs and execute deliverables that support the growth of HomeEquity Bank’s channel business and position us as a partner of choice for providing Canadian homeowners aged 55+ with financing to help them retire in the homes they love. They will leverage their proven track record and experience marketing in the financial services space to succeed in this role.
MAJOR ELEMENTS OF THE ROLE
Develop and execute marketing campaigns and initiatives that support HomeEquity Bank’s referred businesses, which could include:
Digital, including email campaigns, webinars, and social media
Content, including the development of customer and partner-facing marketing collateral and sales material
In-person, including trade shows, conferences, and sponsorship
Liaise with channel partners to understand their needs to develop effective marketing campaigns and support a mutually beneficial relationship
Support the onboarding of new partners and provide ongoing support to nurture existing partners
Identify new opportunities for growth and exposure through campaigns, industry events, conferences, trade shows, associations, partnerships, etc.
Work with Sales to prioritize the development of marketing material and sales collateral, including presentation decks and client stories
Execute and report on the effectiveness of marketing communications
Ensure compliance with all applicable regulations for all marketing activities
Support the management of the marketing budget, including the review of monthly costs and forecasts to ensure spending is on track
SKILLS AND EXPERIENCE REQUIRED
Qualifications
7+ years’ experience in a marketing role or related field within the financial services sector
Proven results in driving results in B2B channels
Ability to manage multiple competing priorities
Strong Salesforce Marketing Cloud experience
Confidence in reporting key performance indicators and experience in reporting and analytics
Excellent copywriting and editing skills; the ability to create engaging content that resonates with this target audience on various channels
A passionate, data-oriented marketing and communications expert with experience in content creation, marketing strategy and social media
University degree or college diploma in marketing, communication, or related field
Strong attention to detail, project management and organizational skills
A creative and enthusiastic self-starter who works well independently as well as on a team and with internal and external partners
Attributes
Highly motivated to hit the ground running and make a real impact on our Company’s success
Passionate about their work and the people we serve
Comfortable working in a fast-paced environment
Working Conditions Unique to the Job
Hybrid work environment, with three days per week in our downtown Toronto office
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/DPSP 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.
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What We Do
HomeEquity Bank is a Schedule I Canadian bank and is the only provider exclusively focused on reverse mortgages for homeowners aged 55 and over. HomeEquity Bank is a privately held company and helps Canadians live retirement their way by providing a safe, secure, and easy way to access the equity they’ve built up in their homes through their financial solutions, the CHIP Reverse Mortgage® and Income Advantage®.
HomeEquity Bank has been the leader of reverse mortgages in Canada since its inception in 1986. HomeEquity Bank has an effective direct-to-consumer distribution model as well as a well-established network of referral partners. This extensive partner network includes all major Canadian banks, credit unions, mortgage brokers, and financial planning firms.
