Manager, Wealth Marketing - Toronto, Canada - HomeEquity Bank

HomeEquity Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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
Facetoface, 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, dataoriented 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