Manager, Wealth Marketing (Part-Time, 6 Month Contract)

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

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.

MAJOR ELEMENTS OF THE ROLE

• Support the management of the Wealth marketing budget, including the review of monthly costs and forecasts to ensure spending is on track
• Work with Wealth Sales to prioritize the development of marketing material and sales collateral
• Leverage financial planning software to develop case studies
• Print, including the development of customer and partner-facing marketing collateral
• Liaise with Wealth partners to understand their needs to develop effective marketing campaigns
• Develop and execute marketing campaigns that support HEBs Wealth business across multiple channels, which could include:
• Face-to-face, including tradeshows and other events
• Ensure compliance with all applicable regulations for all Wealth marketing activities
• Digital, including website and email campaigns

Qualifications

SKILLS AND EXPERIENCE REQUIRED

• Ability to manage multiple competing priorities
• 7+ years’ experience in a marketing role within the financial services sector
• Confidence in reporting key performance indicators and experience in reporting and analytics
• Understanding of MFDA, IIROC, and MGA channels
• Experience with financial modelling is an asset
• A passionate, data-oriented marketing and communications expert
• University degree in marketing or communication
• Strong attention to detail, project management and organizational skills
• Excellent copywriting and editing skills; the ability to create engaging content that resonates with this target audience
• Experience with Salesforce and Email Marketing Tools (Pardot preferred)

Attributes

• Passionate about their work
• Highly motivated to hit the ground running and make a real impact on our Company’s success
• Comfortable working in a fast-paced environment

The HomeEquity Bank Referred Marketing team is looking for a highly motivated and skilled individual 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.

This role is being offered on a temporary contract basis for 6 months, part-time, with a requirement to work from our corporate office 3 days per week.

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.

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.

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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