Business Development Manager in Wealth Advisory

Drive impactful relationships at Clear Estate as a Business Development Manager within Western Canada. Focus on strategic partnerships with financial advisors to enhance client acquisition and engagement.

Clear Estate is seeking a passionate Business Development Manager to cultivate relationships within the wealth advisory space. This hybrid role involves collaborating with partners, driving business growth, and promoting Clear Estate’s service offerings. You will leverage your sales expertise and technical knowledge to support advisors and increase customer referrals while ensuring optimal partnership success.

Key Responsibilities:

• Build relationships with financial advisors and credit unions

• Educate partners on Clear Estate’s value proposition

• Develop effective sales strategies for partner expansion

• Provide ongoing support and marketing tools

• Perform client consultations to support teams

Requirements:

• Proven sales or business development experience

• Financial services or insurance background preferred

• Strong presentation and communication skills

• Valid driver’s license required

• Bilingual English and French an asset

Capitalize on your sales expertise to enhance partnerships and drive impactful business growth at Clear Estate.
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