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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.

Position Summary:

The Manager, Referred and Product Marketing will take the lead in supporting the product line strategy by managing programs aimed at positioning and improving our products. The manger is also responsible for supporting the growth of HomeEquity Bank's Referred business by driving marketing strategies and programs that support the company's business development team and position us as a partner of choice for providing Canadian homeowners aged 55+ with financing.

Major Elements of the Role:

The Manger, Referred & Product Marketing, is responsible for managing the company's suite of products throughout the product lifecycle while also championing an exceptional user experience. The role will be focused on sales enablement, product positioning, as well as marketing collateral development and management. The incumbent will work across the organization to manage digital and product project deliverables and serve as a key subject matter expert in a continuously evolving competitive and regulatory landscape.

Product Marketing

  • Act as overall Project Manager to ensure successful end-to-end, flawless implementation of marketing projects including the development of all timelines, interdependencies, intake forms, and marketing requirements
  • Conduct product planning and research with an aim to recommending the best way to market and promote HomeEquity Bank products
  • Product launch - plan the launch of new products and releases and manage the cross-functional implementation of the plan.
  • Lead the co-ordination of cross-functional team members including Sales, Marketing, Client Services, IT, Legal, Risk and Operations to launch new products
  • Monitor product performance along with market trends, sales and partner feedback, customer needs, competitive information and market research, to analyze and evaluate product performance
  • Ensure the appropriate management of all contract changes and appropriate product disclosures and product documentation
  • Track key business metrics and contribute to forecasting of referred business and other KPIs
  • Prepare weekly reports and maintain project dashboards that highlight progress to date

Referred Marketing

  • Support the management of the B2B marketing budget, including the review of monthly costs and forecasts to ensure that spending is on track
  • Work with the sales department and other departments to prioritize the development of marketing materials in an efficient manner
  • Liaise with B2B partners, including Mortgage Brokers and Banks, to develop effective marketing campaigns
  • Ensure compliance with all applicable regulations for all B2B marketing activities
  • Develop and execute marketing campaigns across multiple channels which could include:
  • Digital, including website and email campaigns
  • Print, including the development of customer and partner-facing marketing collateral
  • Face-to-face, including tradeshows and other events

Compliance and Regulatory Oversight

  • Work with Risk & Compliance Teams to ensure Marketing Teams have the appropriate level of oversight as it pertains to all regulatory requirements
  • Ensure the implementation of Regulatory Requirements, including, working closely with cross-functional team members including Risk, Compliance, Legal, and IT to assess business impact and development and implement findings

Skills and Experience Required:

  • Minimum 3+ years of experience in financial industry product and marketing management, with subject matter expertise in the Canadian consumer mortgage industry, home-secured lending and insurance products is a definite advantage
  • Bachelor's degree, MBA or a graduate degree an asset
  • PMP designation is a definite advantage
  • Experience working with vendors & agencies to source marketing services and promotional items cost-effectively
  • Experience in lead generation, business development, managing marketing campaigns, and/or marketing automation platforms an asset
  • Strong analytical skills, ability to interpret large sets of data and draw insights, strong financial acumen
  • Excellent communication skills across the organization, especially with sales teams and management
  • Excellent time management and organizational skills with the ability to handle multiple projects concurrently and operate in a fast-paced work environment
  • Ability to deal with ambiguity and high degree of proactive ?hands-on? thinking & acting
  • Strong creative aptitude with the ability to make informed recommendations
  • Experience using Microsoft Word, Excel, and PowerPoint
  • Experience leading cross-functional working groups to manage projects to successful completion
  • Ability to collaborate with multiple stakeholders internally and externally
  • Ability to drive change and challenge status quo
  • Individuals must comply with the Bank's AML, Fraud and Privacy Policies and procedures and be vigilant in the detection and prevention of money laundering, terrorist financing, fraud and the safeguard of all client information


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 make all the difference, and our tireless commitment to inclusivity, professional development, and employee engagement/experience has been recognized through awards including the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Strategy Online Top 10 Brands Awards (at #8) and as a Canadian Mortgage Professional (CMP) 5-Star Mortgage Employer 2022.

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 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 also 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 the opportunity to take a paid day off each year to support their favourite local charity.

The Perks

HomeEquity Bank offers a competitive total rewards package that includes the following:

  • Extended health and dental benefits
  • Employee & Family Assistance Program
  • Employer Matched Group Retirement Savings Plan
  • Employee Share Ownership Plan
  • Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
  • Employee corporate discount for GoodLife Fitness

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:




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