Regional Channel Manager, Reverse Mortgages

3 weeks ago

british columbia, Canada EQ Bank | Equitable Bank Full time
Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
The Regional Channel Manager, Reverse Mortgages (RCM) is responsible for developing and operationalizing Equitable Bank’s in-market plans for its Reverse Mortgage business. Since 2018, Equitable Bank has been on a mission to empower Canadians to retire on their own terms with the support of our “decumulation” products. The Equitable Bank Reverse Mortgage is an important part of this offering, and we have big ambitions.
In addition to sales strategy and delivery, responsibilities will include developing relationships with new and existing referral partners, providing training as well as engaging with borrowers requiring support in their origination activities. Sales targets will be set by management at the beginning of each business year, and the Senior Manager will oversee all sales activity to ensure that these goals are met.
In this role, the RCM must be highly knowledgeable about Equitable Bank’s product suite and the broader retirement financing market in order to generate prospective deals and partnerships. This position requires exercising independent judgment to perform the responsibilities described herein.
The Core Responsibilities
  • Relationship Management - 40%
  • The RCM must be a highly organized individual who is self-directed to manage and report on the status of sales and market activity via referral support, direct client outreach and industry development events
  • As a Key member of the Equitable Bank Reverse Mortgage team, establish a high standard of care and behavior with all internal and external stakeholders.
  • Work in tandem with SFR sales team to identify high-potential mortgage brokers, financial advisors and other referral sources, quickly establishing Equitable Bank as a trusted partner.
  • Sales Activities and Achievements – 40%
  • Where applicable, provide consultant-like service to support brokers and advisors in their efforts to establish themselves as reverse mortgage experts. This may include, but is not limited to, providing product training, guidance on marketing, introductions to other industry experts, and business strategy support.
  • In conjunction with the SFR RBMs, discuss, on a weekly basis, with the respective Credit Managers the performance of the reverse mortgage pipeline to maximize production from key brokers as well as challenges and successes around service.
  • Provide mid-level performance analysis of the region, upon request from leadership, as to increase the efficiency of the business development function and be prepared to discuss at National meetings
  • Presentation Skills – 10%
  • Ensuring the presentation is an approved presentation from leadership and/or marketing. Ad Hoc Presentations without approval are not permitted
  • Intimate knowledge of product promotions. Ensuring that they are working with the most recent sales presentation covering topics pertaining to reverse mortgages including Equitable policies on Anti Money Laundering and Terrorist Financing and pertinent compliance requirements
  • Leadership – 10%
  • Take part in industry associations in order to establish an Equitable Bank as a trusted partner and provider of high-quality financial products. As well, seek to collect valuable feedback to support in the advance of products, services and process
  • Drive performance by setting targets that align with corporate objectives and the strategic plan.
  • Set and enforce company standards for operations and quality of service
Let's Talk About You
  • Strong written and verbal skills, in both English and French.
  • At least 10 years of previous sales and or underwriting experience in the mortgage industry
  • 5 years of people management experience in leading sales teams to achieve set targets (would be an asset)
  • Deep understanding of retirement planning and the needs of seniors.
  • Ability to work alone with minimal direction
  • Highly organized individual who can multi-task.
  • Must possess a driver’s license which must be in good standing
  • Completion of a post-secondary degree and a graduate degree in business preferred.
  • Outstanding interpersonal and presentation skills
  • Proficient on Microsoft Office – Word, Excel, Access and Power Point
  • Proven book of business focused on mortgage brokers.
  • Previously demonstrated the ability to grow a business
What we offer [For full-time permanent roles]
💰 Competitive discretionary bonus
✨ Market leading RRSP match program
🩺 Medical, dental, vision, life, and disability benefits
📝 Employee Share Purchase Plan
👶🏽 Maternity/Parental top-up while you care for your little one
🏝 Generous vacation policy and personal days
🖥 Virtual events to connect with your fellow colleagues
🎓 Annual professional development allowance and a comprehensive Career Development program
💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We can’t wait to get to know you

  • Regional Channel Manager, Reverse Mortgages

    4 weeks ago

    british columbia, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Regional Channel Manager, Reverse Mortgages

    4 weeks ago

    british columbia, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Regional Channel Manager, Reverse Mortgages

    4 weeks ago

    british columbia, canada | ca EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things....

  • Mortgage Advisor

    4 weeks ago

    British Columbia, Canada Pine Full time

    About Pine At Pine, we’re revolutionizing home financing by transforming a traditionally complex and outdated process into a streamlined, efficient experience for Canadians. Through innovative technology and a team of talented, compassionate professionals, we’re making the mortgage journey simpler, faster, and better. Our culture thrives on...

  • Mortgage Specialist-Remote

    4 weeks ago

    British Columbia, Canada Pine Full time

    At Pine, we’re revolutionizing home financing by transforming a traditionally complex and outdated process into a streamlined, efficient experience for Canadians. Through innovative technology and a team of talented, compassionate professionals, we’re making the mortgage journey simpler, faster, and better. We’re a high-energy team that values...

  • Residential Mortgage Officer

    4 weeks ago

    British Columbia, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Residential Mortgage Officer

    3 weeks ago

    british columbia, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Residential Mortgage Officer

    4 weeks ago

    British Columbia, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Residential Mortgage Officer

    4 weeks ago

    British Columbia, Canada EQ Bank | Equitable Bank Full time

    Join a Challenger Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Customer Engagement Specialist

    7 days ago

    british columbia, Canada EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

  • Regional Manager

    2 weeks ago

    British Columbia, Canada AlignTech Full time

    **Join a team that is changing millions of lives.** Transforming smiles, changing lives At Align Technology, we believe a great smile can transform a person’s life, so we create technology that gives people the confidence to take on whatever’s next. We revolutionized the orthodontic industry with the introduction of the Invisalign system, and we have...

  • Regional Business Manager

    3 weeks ago

    British Columbia, Canada HLS Therapeutics Inc. Full time

    HLS Therapeutics Inc. (HLS) specializes in the acquisition and commercialization of pharmaceuticals focused on addressing unmet needs in the treatment of psychiatric disorders and cardiovascular disease, both in Canada and the United States.With a renewed commitment to our cardiovascular activities and our core values—Integrity, Make it happen,...

  • Residential Mortgage Officer

    4 weeks ago

    british columbia, canada | ca EQ Bank | Equitable Bank Full time

    Join a ChallengerBeing a traditional bank just isn't our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what's possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things....

  • Regional Sales Manager

    7 days ago

    British Columbia, Canada ABC Financial Services, Inc. Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! - We're committed to bringing passion and customer focus to the business._ **Job Description**: SEARCH SUMMARY (REMOVE FOR ACTUAL POSTING): We are seeking a talented individual to join our team as a Regional Sales Manager to drive incremental market penetration in defined...

  • Key Account Manager

    4 weeks ago

    british columbia, Canada Univins et Spiritueux Full time

    Reporting to the Regional Sales Director, the Regional Key Account Manager will be responsible for the implementation of the territorial sales plan to maximize sales volume and product distribution. The assigned territory for this position is British Columbia. ResponsibilitiesSell All Univins portfolio to a define list of regional key accounts, in both...

  • Regional Business Manager

    4 weeks ago

    british columbia, canada | ca HLS Therapeutics Inc. Full time

    HLS Therapeutics Inc. (HLS) specializes in the acquisition and commercialization of pharmaceuticals focused on addressing unmet needs in the treatment of psychiatric disorders and cardiovascular disease, both in Canada and the United States. With a renewed commitment to our cardiovascular activities and our core values—Integrity, Make it happen,...

  • Regional Sales Representative

    2 weeks ago

    British Columbia, Canada Difenda Inc. Full time

    **Role Summary**: Difenda is looking to hire a Regional Sales Representative (RSR) role to join our West Canada sales team. This is an exciting opportunity to join a leading managed security services organization that is rapidly growing in North America. This acquisition sales representative will be motivated to obtain new customers within a specific region...

  • Regional Division Head-Cardiac Anesthesiology

    4 weeks ago

    Vancouver, British Columbia, B6B, British Columbia, Canada Fraser Health Authority Full time

    Job SummaryEligibility:Member of the Active Staff in the Regional Department of AnesthesiologyHold a Cardiac Anesthesia Fellowship from a recognized institutionHold a clinical academic appointment with the University of British ColumbiaCompensation:Annual stipend of $27,000The responsibilities of the Regional Division Head of Cardiac Anesthesiology shall...

  • Local Department Head

    4 weeks ago

    Abbotsford, British Columbia, V0M, Fraser Valley, Canada Fraser Health Authority Full time

    Job SummaryThe Regional Department of Family Practice is seeking a Local Department Head at Abbotsford Regional Hospital and Cancer Centre.Detailed Job DescriptionParticipating in the Site Operations Committee or equivalent for the Facility.Functioning as the channel of communication to and from the Regional Department to keep Members practicing within the...

  • Regional Division Head-Maternal Fetal Medicine, Regional Department of Obstetrics

    4 weeks ago

    Surrey, British Columbia, B3R, Halifax region, Canada Fraser Health Authority Full time

    Job SummaryWe are seeking a Regional Division Head – Maternal Fetal Medicine, Regional Department of Obstetrics & Gynecology. The responsibilities of the Regional Division Head include (but are not limited to):developing annual operating objectives for the Regional Division;functioning as the channel of communication to and from the Regional Division to...