Regional Sales Director - Eastern Canada

HomeEquity Bank - Montréal, QC (30+ days ago)

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Reporting to the VP, Sales, the Regional Sales Director is part of the Bank’s Sales Management team. This role is responsible for ensuring that company standards are achieved and maintained with targeted emphasis on continuous improvement, providing support and structure to our BDM Sales Team.

It is critical that the Regional Sales Director is a skilled communicator who is able to convey information, ideas and policy to all levels. The Sales Manager has a collaborative relationship with the Bank’s sales Team and ensures healthy and effective relationships are fostered.

This position will be located in Montreal.


The Regional Sales Director is responsible for the on-going sales support of the Central Sales Team. This position plays an important role within the Bank because it requires an understanding of the mortgage product and the Bank’s business process and translates that to coach and assist our Business Development Managers in the field and RIS function.

The ideal candidate must be results oriented and able to identify, manage, be well organized and work independently and has good communication skills, with a high priority and focus on excellent Customer Service.

Specific elements of the job include:

  • As a liaison with the RVP Sales, assist in supporting BDM’s to help them to grow revenue targets, build business opportunities and equip all BDM’s to drive business targets.
  • Manage efficient work flow and timely closing of files by RIS team. Support RIS where necessary to fund files expediently.
  • Identify opportunities for sales support to streamline entire sales process along with measuring activities results.
  • Ensure BDM’s meet weekly partner visit targets and ensure requisite Salesforce data updates are completely accurately and in a timely manner.
  • Analyze weekly Salesforce activity reports to identify and fill gaps in activity management and reporting requirements. Ensure optimum territory coverage which includes a balance between Bank, Mortgage Broker Direct and other referral sources.
  • Identify training gaps and liaise with RVP to ensure BDM’s and RIS are fully trained.
  • Onboard and train new BDM’s and RIS’s
  • Work with the Director, Sales Strategy and Sales Operations to prepare and execute detailed presentations, tactics, metrics, systems and action plans.
  • Derive sales metrics from HomEquity Bank’s Salesforce system, create reports and communicate information to RVP and BDM team on a weekly basis.
  • Publish monthly sales results and leaderboards.


  • A University Degree or College Diploma
  • 10 years proven sales experience and outstanding personal customer service standard
  • 10 years previous experience in Financial Services and knowledge of residential mortgages
  • Strong people management skills
  • Excellent verbal and communication skills
  • Excellent business and problem solving skills
  • Well organized and effective time management
  • Excellent attention to detail
  • Computer skills - Excel, Outlook, Word, Access and Internet,

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.

HomEquity Bank complies with the Employment Equity Act. Our Employment Equity program is intended to help ensure that all Canadians have the same access to the labour market and to ensure the full representation of members of the four designated groups which include: women, visible minorities, Aboriginal People and Persons with Disabilities.

If you would like more information on the HomEquity Bank please visit our website.

We regret to advise that only those selected for an interview will be contacted. No agencies please.


HomeEquity Bank is the leading national provider of reverse mortgages to homeowners aged 55 and over, Canada’s fastest growing demographic segment. HomeEquity Bank originates and administers Canada’s largest portfolio of reverse mortgages under the CHIP Home Income Plan™ brand. New mortgages are originated on a direct to consumer basis as well as through referral arrangements with the six largest banks, leading mortgage brokers and financial planning firms. HomEquity Bank has been the main underwriter of reverse mortgages in Canada since its predecessor; Canadian Home Income Plan Corporation pioneered the concept in 1986.

HomeEquity Bank has a highly effective direct-to-consumer distribution model (B2C), as well as an established referral network (B2B), including Canada’s major banks, credit unions, financial planners and mortgage brokers.

HomeEquity Bank is exceptionally well positioned for further growth for a number of very important reasons: 1) positive demographic trends in the 55 years old and over segment, 2) wider awareness and growing demand of reverse mortgages in the market, 3) significant barriers to entry for competitors, and 4) HomeEquity Bank’s firm position as market leader.


  • A fun, dynamic, evolving and entrepreneurial culture.
  • A rapidly expanding company with high year-over-year growth.
  • A recipient of the “Best Workplaces in Canada” Award.
  • A people focused, collaborative and diverse team environment.
  • Continuous development and on-the-job training.
  • A competitive base salary and bonus

Job Types: Full-time, Permanent


  • sales: 10 years (Preferred)


  • Montréal, QC (Preferred)


  • French (Preferred)