Client Account Specialist

5 days ago

Toronto, Ontario, Canada HomeEquity Bank Full time

Friday, February 21, 2025

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.

  • Courage to Act. Do the Right Thing
  • One Team. One Vision
  • Think Long-Term. Ever-Evolving

POSITION SUMMARY

The role of a Client Account Specialist is that of a direct telephone/virtual meeting sales professional. The role is responsible for building a book of present- and future-day opportunities through lead follow-up and outbound call activity to existing client portfolios to source new sales opportunities (i.e. refinances, subsequent advance, etc.).

MAJOR ELEMENTS OF THE ROLE

  • Utilizes proactive lead management and consultative selling skills to advise and offer solutions to existing HomeEquity Bank clients, by providing them an opportunity to access additional funds from their mortgage.
  • Responsible for the client-facing sales interactions of our direct-to-consumer ancillary business; explores potential business development opportunities within the existing portfolio to uncover a client's need to refinance, draw subsequent advances, and any other business opportunities as presented.
  • Knowledge and understanding must be translated into a positive client experience, pairing client need with appropriate HomeEquity Bank solutions.
  • Proactive management of CRM and lead mining.
  • Continuous learning- product knowledge, selling skills and relationship management techniques.

SKILLS AND EXPERIENCE REQUIRED:

Qualifications

  • Requires a thorough understanding of the Bank's entire mortgage product suite and business processes as they relate to Subsequent Advances and Refinances.
  • Post-secondary education or approved equivalent combination of education and experience.
  • Bilingual English/French is an asset.
  • Consultative sales experience is an asset.
  • Knowledge of the financial services industry is preferred.

Attributes

  • Results oriented with an understanding of the current financial services environment.
  • The ability to deliver against established sales targets.
  • Strong communication skills, particularly telephone selling skills and etiquette to effectively manage the sales process for existing clients.
  • Ability to self-manage within a "pay for performance" compensation model.
  • Strong sales and interpersonal skills while embracing a team-oriented culture.
  • Strong organizational and time management skills.

WHY WORK AT HOMEEQUITY BANK?

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 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, 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 through 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

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:

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

  • 200 Bay St., Toronto, ON M5J 2J1, Canada
#J-18808-Ljbffr

  • Client Account Specialist

    2 weeks ago

    Toronto, Ontario, Canada 6ix Management Full time

    For years, we have been at the forefront of promotional marketing, setting the standard for excellence and innovation. Our team is comprised of experienced professionals who bring exceptional expertise to every project. From visionary leadership to dedicated frontline staff, we uphold the highest standards of professionalism, service, and customized...

  • Client Account Specialist

    5 hours ago

    Toronto, Ontario, Canada McCarthy Tétrault LLP Full time

    Join to apply for the Client Account Specialist role at McCarthy Tétrault.This position can be based out of Toronto. McCarthy Tétrault employees benefit from a hybrid work environment.As a Client Account Specialist, you will be:Building and maintaining effective working relationships with billing lawyers, paralegals, legal assistants and external clients,...

  • Client Account Specialist

    2 weeks ago

    Toronto, Ontario, Canada McCarthy Tétrault Full time

    Job DescriptionAt McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers. Our culture is built on professional excellence, collaboration, innovation, thought leadership and...

  • Account Growth Specialist for Enterprise Clients

    3 days ago

    Toronto, Ontario, Canada DocuSign, Inc. Full time

    About the OpportunityWe are seeking a skilled Account Growth Specialist to join our team at DocuSign. As an Account Growth Specialist, you will be responsible for driving adoption and usage of our electronic signature solutions among our existing customer base.This is a unique opportunity to join a fast-growing company that is revolutionizing the way...

  • Client Account Specialist

    4 weeks ago

    Toronto, Ontario, Canada HomeEquity Bank Full time

    Friday, February 21, 2025WHO WE AREHomeEquity 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,...

  • Client Onboarding Specialist

    4 days ago

    Toronto, Ontario, Canada Q Wealth Partners Full time

    Job OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Q Wealth Partners. As a key member of our onboarding process, you will be responsible for facilitating a seamless transition for our clients.Key ResponsibilitiesAccount Opening and Setup: Collaborate with our custodians to ensure timely account opening and setup,...

  • Account Development Specialist

    4 days ago

    Toronto, Ontario, Canada Pinterest Full time

    About the OpportunityWe are looking for an experienced Account Development Specialist to join our team. As a key member of our team, you will play a vital role in identifying new business opportunities, developing account strategies, and driving revenue growth.As an Account Development Specialist, you will be responsible for researching potential clients,...

  • Account Specialist

    2 days ago

    Toronto, Ontario, Canada Aon Full time

    Considering a new job change? Look at Aon. We are seeking an Account Specialist to work in a hybrid role out of our Aon office in Toronto/Winnipeg/Calgary. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is...

  • Public Relations Account Specialist

    2 weeks ago

    Toronto, Ontario, Canada Pomp & Circumstance PR Full time

    Role: PR Account Specialist (2-3 years of experience) Based in Toronto, Pomp & Circumstance is one of Canada's fastest growing lifestyle and consumer PR agencies. Named Adweek's global "100 Fastest Growing List," Strategy Magazine Agency of the Year, and on Canadian Business' Startup List of the country's fastest-growing companies. The award-winning agency...

  • Public Relations Account Specialist

    2 weeks ago

    Toronto, Ontario, Canada Pomp & Circumstance PR Full time

    PR Account Specialist (2-3 years of experience) Based in Toronto, Pomp & Circumstance is one of Canada's fastest growing lifestyle and consumer PR agencies. Named Adweek's global "100 Fastest Growing List," Strategy Magazine Agency of the Year, and on Canadian Business' Startup List of the country's fastest-growing companies. The award-winning agency...

  • 3 Days Left Client Account Specialist

    4 weeks ago

    Toronto, Ontario, Canada Stikeman Elliott LLP Full time

    We're looking for a Client Account Specialist to provide billing support to a portfolio of lawyers.The ideal candidate will have 1+ years of experience (or a combination of education and experience, ideally in a law firm environment), will exercise good judgement in a variety of situations, and the ability to balance multiple priorities. This position will...

  • Account Specialist

    2 weeks ago

    Toronto, Ontario, Canada Circana Full time

    At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We have a global commitment to diversity, equity, and inclusion as we believe in the undeniable strength that...

  • Accounting Specialist

    4 days ago

    Toronto, Ontario, Canada DZConneX Solutions Ltd Full time

    About the RoleWe are looking for an experienced Accounting Specialist to join our team at DZConneX Solutions Ltd. As an Accounting Specialist, you will be responsible for managing financial transactions, preparing financial statements, and providing financial analysis and insights to support business decisions.

  • Public Relations Account Specialist

    4 weeks ago

    Toronto, Ontario, Canada Pomp & Circumstance PR Full time

    Role: PR Account Specialist (2-3 years of experience)About the agency: Based in Toronto, Pomp & Circumstance is one of Canada's fastest growing lifestyle and consumer PR agencies. Named Adweek's global "100 Fastest Growing List," Strategy Magazine Agency of the Year, and on Canadian Business' Startup List of the country's fastest-growing companies. The...

  • Public Relations Account Specialist

    7 days ago

    Toronto, Ontario, Canada Pomp & Circumstance PR Full time

    Role: PR Account Specialist (2-3 years of experience) About the agency: Based in Toronto, Pomp & Circumstance is one of Canada's fastest growing lifestyle and consumer PR agencies. Named Adweek's global "100 Fastest Growing List," Strategy Magazine Agency of the Year, and on Canadian Business' Startup List of the country's fastest-growing companies. The...

  • Account Growth Specialist

    4 days ago

    Toronto, Ontario, Canada Clarivate Analytics Full time

    Account Growth Specialist Job SummaryWe are seeking an experienced Account Growth Specialist to join our team as part of the Life Sciences & Healthcare segment at Clarivate. This is an exciting opportunity to drive revenue growth through strategic account initiatives, foster strong customer relationships, and identify upsell and cross-sell opportunities.The...

  • Client Onboarding Specialist

    3 days ago

    Toronto, Ontario, Canada Baker Tilly Canada Cooperative Full time

    Baker Tilly KDN LLP is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele.About the RoleThe Client Onboarding Specialist plays a key function in setting up new client relationships for success. Serving as the client's first interaction with the Small Business Services team,...

  • Client Support Specialist

    3 hours ago

    Toronto, Ontario, Canada Third Party CS Full time

    About the Role:We are currently seeking a Client Support Specialist to join our team at Third Party CS. As a Client Support Specialist, you will be responsible for providing top-notch customer service, responding to client inquiries, and resolving issues in a prompt and professional manner.The ideal candidate will possess excellent communication skills, the...

  • Public Relations Account Specialist

    5 days ago

    Toronto, Ontario, Canada Pomp & Circumstance PR Full time

    Get AI-powered advice on this job and more exclusive features.Role: PR Account Specialist (2-3 years of experience)About the agency: Based in Toronto, Pomp & Circumstance is one of Canada's fastest growing lifestyle and consumer PR agencies. Named Adweek's global "100 Fastest Growing List," Strategy Magazine Agency of the Year, and on Canadian Business'...

  • Client Growth Specialist

    2 days ago

    Toronto, Ontario, Canada Bizzabo Full time

    Job SummaryWe are seeking a Client Growth Specialist to join our team at Bizzabo. As a key member of our sales organization, you will be responsible for managing a book of 20-40 Corporate & Mid-Market customer accounts.Your primary objective will be to oversee renewal, upsell, and expansion efforts, including contract negotiations and product value...