Director, Transformation

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.  

• 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

Reporting to the VP of Digital and Business Transformation, this role drives enterprise-wide strategic initiatives to improve efficiency across all functions and develops and measures their impact.  You will identify, quantify, and develop transformation opportunities, and track their results. You will work with leadership and functional teams to identify, develop, and deliver complex transformation programs, ensuring alignment with business strategy and regulatory requirements.

MAJOR RESPONSIBILITIES

Transformation opportunity discovery and definition

• Partner with functional leaders to identify improvement opportunities and define transformation roadmaps

• Collaborate with functional teams in defining and quantifying the expected benefits of improvement opportunities

• Lead prioritization, and planning of large-scale transformation initiatives in partnership with functional leadership

• Build strong stakeholder relationships and influence the case for change

Strategic Planning & Transformation

• Support the VP Transformation in refining and executing the Bank's strategic agenda.

• Support Sales, Product, Operations, and technology annual planning efforts

• Ensure all initiatives align with business goals and enterprise strategy

• Provide data-driven insights for C-Level prioritization and decision-making

• Advocate for new technologies and productivity-enhancing practices

Program Execution & Measurement

• Assist transformation projects with analysis, strategic support, and documentation

• Build trusted relationships with teams to surface challenges and successes

• Transition defined strategies once ready for full implementation into strategic programs with the Strategic PMO

• Track initiative benefits and communicate progress

• Foster a high-performance, results-driven culture

QUALIFICATIONS & ATTIBUTES

• Bachelor's degree in business, technology, or related field (MBA preferred)

• Extensive experience in strategy, operations, and transformation

• Strong planning, execution, leadership, and stakeholder engagement skills

• Proven ability to drive innovation, efficiency, and collaboration

• Exceptional communicator and relationship-builder

• Champion of change with a strategic, results-driven mindset

• Experience in Financial Services considered an asset

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 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 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 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 Fitness 
   

HomeEquity 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 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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Join Us If you're ready to build the future of reverse mortgages, we want to hear from you.