Wealth Channel Business Development Manager

Drive referral growth for HomeEquity Bank across Ontario South-West through territory planning, relationship management, and financial services sales expertise.This Business Development Manager role focuses on growing referral business for reverse mortgage solutions, including CHIP Reverse Mortgage™. You will manage the sales process from client engagement through funding while supporting revenue objectives. The position suits professionals with experience in business development, territory management, wealth management, investments, insurance, or financial planning.Key Responsibilities:
Achieve sales targets through territory planning and referral managementGenerate revenue by executing sales plans and identifying opportunitiesManage client engagement through fundingBuild referral relationships through presentations, webinars, and partner visitsUse Salesforce for pipelines, reporting, and forecastingRequirements:
Eight years of progressive financial services sales experiencePost-secondary education or equivalent education and experienceTrack record of achieving or exceeding sales targetsCRM experience, preferably SalesforceStrong Canadian financial services and mortgage industry knowledgeApply your relationship-building, sales planning, and Salesforce expertise to expand HomeEquity Bank referral business across Ontario South-West.
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