About Haventree Bank

Haventree Bank is a Schedule I Canadian bank dedicated to advancing financial security and upward mobility for Canadians underserved by traditional financial services. Through our broker-distributed alternative mortgage and GIC solutions, as well as our growing digital banking platform, we provide straightforward products that support long-term financial well-being and meaningful growth.

As a CDIC-insured, federally regulated bank, we offer the trust and stability of a traditional financial institution while embracing the innovation and customer-first mindset of a modern digital bank.

If you're looking for a place where your work has a direct impact, your ideas are valued, and innovation is encouraged, Haventree Bank is the place for you.

The primary responsibility of the Business Development Manager (BDM) is to drive mortgage volume through multiple channels (in-person meetings, online webinars, seminars, events, email, phone calls, social media, etc.) with the goal of maximizing both funded volume and efficiency ratios. The BDM will entrench themselves into the territory by building on existing connections and hunting for new and untapped business opportunities and relationships. Additionally, the BDM will be the voice of the company to external partners, helping Haventree achieve its goals and communicate its vision.

Major Duties & Responsibilities:

• Sales: Drive mortgage volume in the alternative lending space.
• Efficiencies: Educate broker partners on Haventree’s product mix, guidelines, and procedures to ensure a profitable business model.
• Relationship Management: Identify both new and existing opportunities in the marketplace to grow them into trusted partners.
• Business Development: Attend and participate in various industry events, actively engaging with broker partners to promote brand awareness.
• Monitor and Evaluate: Identify industry trends and customer drivers. Stay knowledgeable about the current industry landscape and competitors, and be innovative in sales strategies, marketing concepts, and product applications.
• Manage: Monitor monthly expenses prudently and within budget to assist in the growth of the business.
• Log Activities: Log all daily activities in the appropriate CRM system to ensure consistency and efficiency within the organization.
• Review Sales Reporting: Review monthly, weekly, and quarterly sales reports to ensure accuracy and plan for targeted sales efforts.
• Report to Leader: Regularly report on business metrics—monthly, quarterly, and annually for the assigned territory.

Qualifications & Experience:

Degrees, Diplomas & Certifications:

• The position requires a university degree and an Accredited Mortgage Professional (AMP.)
• Must possess a valid driver’s license.

Years and Range of Experience Required to Perform the Job:

• Minimum of 5 years of sales experience in residential mortgage lending/mortgage broker network.
• Business development and prospecting skills, including building and leveraging valuable centers of influence within the sales territory.
• Excellent communication, time management, and organizational skills.
• Ability to present virtually or in person to small and large groups.
• Flexibility to adapt to a constantly changing environment.
• Ability to negotiate and deliver both positive and tough messaging to broker partners.
• Proven ability to plan and manage resources.
• Meet professional development objectives to build capabilities in the current role and for future roles by utilizing learning maps and external courses as required.
• Knowledge of the residential mortgage market, broker network, and emerging industry trends.
• Results-oriented attitude with a drive to grow individual and organizational results.
• Ability to work independently and build internal relationships remotely with a team.
• Strong relationship builder and communicator; enjoys meeting people and is proficient at collaborating with others.