Vice President, Wealth Management - Toronto - HomEquity Bank

    HomEquity Bank
    HomEquity Bank Toronto

    1 week ago

    Full time
    Description

    WHO 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, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.
    OUR VALUES, OUR PASSIONAt 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:
    The Vice President, Wealth Management plays a pivotal role in shaping HEB's growth by developing, expanding, and optimizing sales channels within Canada's wealth management sector. This leader strengthens HomeEquity Bank's competitive position by building a new originations channel for reverse mortgages and equity‑lending solutions designed for Canadians aged This role is responsible for identifying, cultivating, and securing new partnerships with investment and wealth firms — extending well beyond traditional third‑party mortgage distribution. The VP reimagines channel diversification by defining strategic direction, introducing bold ideas, and driving innovative partnerships that accelerate advisor adoption and overall sales performance. The leader optimizes current sales activities, identifies opportunities to enhance productivity, and guides a national team to deepen advisor engagement, broaden distribution, and deliver incremental sales growth. Success includes meeting annual reverse‑mortgage origination targets outlined in the corporate plan and establishing new partnership agreements that support mid‑ and long‑term growth. Based at HEB's Toronto head office, the VP collaborates closely with leaders across Direct‑to‑Consumer, Broker, and Bank Referral channels, as well as Operations, Credit, and Regional Sales Directors.

    The role is instrumental in elevating product awareness, managing the sales process, providing insight into activity and performance, and developing programs that drive increased mortgage originations
    MAJOR ELEMENTS OF THE ROLE: Build, expand, and optimize a new wealth‑focused originations channel for reverse mortgages and equity‑lending solutions.
    • Identify, develop, and secure new partnerships with wealth and investment firms across Canada.
    • Define channel strategy, introduce innovative partnership models, and accelerate advisor engagement.
    • Lead and mentor a national sales team, driving performance, productivity, and execution against growth targets.
    • Optimize current sales processes while identifying opportunities to enhance efficiency and impact.
    • Generate incremental sales by expanding distribution streams and strengthening HEB's presence within the wealth management ecosystem.
    • Achieve annual origination targets and secure new partnerships aligned to mid‑ and long‑term corporate growth plans.
    • Collaborate cross‑functionally with leaders across Sales, Operations, Credit, and Marketing to drive product awareness and deliver seamless sales experiences.
    • Provide sales insights, activity reporting, and performance analysis to inform strategy and decision‑making.
    • Develop and implement programs, tools, and initiatives that increase advisor adoption and drive mortgage originations.

    SKILLS AND EXPERIENCE REQUIRED:

     Senior level sales and business development experience within the wealth management and/or financial services sector.
    • Demonstrated success building and managing partnerships with wealth management, investment, or advisory firms.
    • Deep understanding of financial planning models, advisor channels, and distribution dynamics in Canada.
    • Proven ability to design, launch, and scale new sales channels.
    • Strong strategic planning, analytical, and execution skills.
    • University degree in Business, Finance, Commerce, or related field; MBA is an asset.
      ATTRIBUTES Exceptional relationship‑building and negotiation skills.
    • Strong leadership presence and ability to inspire high‑performing teams.
    • Entrepreneurial mindset with a track record of introducing new ideas and driving growth.
    • Strategic thinker with the ability to translate insights into actionable plans.
    • Highly collaborative, with the ability to influence diverse cross‑functional partners.
    • Excellent communication and interpersonal skills.
    \
    WORKING CONDITIONS UNIQUE TO JOB:

     Hybrid office environment with 3 days in the office
    Great EnvironmentHomeEquity 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 CentreWe 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 , 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 PeopleWe 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 FitnessHomeEquity 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 KnowFind 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
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