Manager, Wealth Marketing

2 months ago

Toronto, Canada HomeEquity Bank Full time

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.

We Are Customer-Focused, Passionate Advocates.

We Have the Courage to Act and Do the Right Thing.

We Are One Team, with One Vision.

We Think Long-Term, We Are Ever-Evolving.

We Strive to Be Exceptional and Inspire Greatness.

Reporting to the Director, Referred Marketing and Product, the Manager, Wealth Marketing will work closely with the Wealth sales team to drive marketing strategies and programs and execute deliverables that support the growth of HomeEquity Bank’s Wealth business and position us as a partner of choice for providing Canadian homeowners aged 55+ with financing. With their strong understanding of CIRO and MGA channels, they will leverage their proven experience marketing in the wealth financial services space to succeed in this role.
MAJOR ELEMENTS OF THE ROLE
- Develop and execute marketing campaigns that support HEBs Wealth business across multiple channels, which could include:

- Print, including the development of customer and partner-facing marketing collateral
- Face-to-face, including tradeshows and other events
- Liaise with Wealth partners to understand their needs to develop effective marketing campaigns
- Work with Wealth Sales to prioritize the development of marketing material and sales collateral
- Leverage financial planning software to develop case studies
- Ensure compliance with all applicable regulations for all Wealth marketing activities
- Support the management of the Wealth 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 within the financial services sector
- Experience with financial modelling is an asset
- Understanding of CIRO (formerly MFDA and IIROC) and MGA channels
- Ability to manage multiple competing priorities
- 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
- A passionate, data-oriented marketing and communications expert
- University degree in marketing or communication
- Strong attention to detail, project management and organizational skills

Working Conditions Unique to Job
- This hybrid role requires working 3 days per week in our corporate office in downtown Toronto.

Our Referred Marketing team is looking for a highly motivated individual skilled in the Wealth Management space to join our team We are seeking someone who can hit the ground running and make a real impact on our company's success. If you are passionate about your work and thrive in a fast-paced environment, we want to hear from you. Join us in shaping the future of our industry and be part of a team dedicated to excellence.

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 making all the difference; our tireless commitment to inclusivity, professional development, and employee engagement/experience has been recognized through awards including the Waterstone Canada's Most Admired Corporate Cultures 2022, 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, as well as providing employees unlimited access to LinkedIn Learning.

Celebrating Great Work and People
We believe in an environment that celebrates success, knowledge, leadership, and work

  • Manager, Wealth Marketing

    2 months ago

    Toronto, Canada HomeEquity Bank Full time

    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...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?  Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?  Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth?  Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning ad

  • Manager, Advisor Marketing

    2 weeks ago

    Toronto, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    1 week ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Management Portfolio Administrator

    2 weeks ago

    Toronto, ON, Canada Chronicle Wealth Full time

    Who is Chronicle Wealth? Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, insurance and risk management, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve...

  • Wealth Planning Associate

    3 weeks ago

    Toronto, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Planning Associate

    6 days ago

    Toronto, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Marketing Coordinator, Temporary

    3 days ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Marketing Coordinator to join our Marketing Operations Team for a 12 month contract. This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON. Reporting to the Director, Marketing Operations, the Marketing Coordinator will...

  • Content Marketing and Communications Coordinator

    1 week ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: We’re looking for a Content Marketing and Communications Coordinator to join our Content Marketing and Communications team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite...