Business Development Manager, Wealth Industry; Ontario

To effectively cover the territory of this job position, the candidate should be located within the Waterloo (Kitchener, Waterloo, Cambridge) or Halton (Burlington/Oakville) areas.

Territory: West GTA + Midwest & Southern Ontario.
Salary: CAD $75,000, plus commissions ($140,000 to $160,000 OTE)
Contract: Full-time, permanent
Work environment: Hybrid – Remote work from home, travel, and office work

You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads. You will work alongside a team of dedicated, high-performing professionals, making a tangible impact on the success of Clear Estate and the lives of families in need.

• Build and maintain relationships with strategic partners (financial advisors and credit unions) within the territories of West GTA + Midwest & Southern Ontario, through sustained outreach, field presence, presentations, and training on the Clear Estate offering.
• Achieve business growth by nurturing relationships and creating new ones.
• Promoting new and/or enhanced processes/tools.
• Educating on Clear Estate’s value proposition to existing/prospective partners and their clients.
• Escalating technical or complex requests to the appropriate Subject Matter Experts.
• Enable partner engagement by providing ongoing support, marketing tools, and content.
• Increase referral frequency and retention by fostering strong partnership relationships.
• Develop effective sales strategies to facilitate customer and partner expansion.
• Collaborate with marketing and product teams on brand and product development initiatives, and communicate key partnerships insights to improve the Clear Estate platform, solutions and service offering.
• Be the local expert for all aspects related to key partnership management and sales, and proactively identify and report any potential issues that may jeopardize the success of a partnership.
• Demonstrate and achieve sound knowledge of the Estate Planning and Settlement process.
• Be the subject matter expert for Clear Estate services to assigned partners.
• Own a personal quota within the assigned territory.
• Perform client consultations as required to support the primary consultation team.
• Flexibility to travel 6-10 days per month within your territory, to relevant conferences, or the MTL HQ.

• The opportunity to be a part of something big and meaningful with a positive impact.
• Opportunities for growth and access to a great network of professionals.
• Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
• Market-leading expense reimbursement policy.
• Promotion of work-life balance with 4 weeks vacation and 6 flex days.
• A friendly work environment that has diversity and inclusion at the heart of our priorities.

• Passionate, organized, and self-driven. Determined to achieve objectives.
• Must present oneself in a professional manner, in both appearance and communication style. Strong presentation skills are a must-have.
• Sales and/or business development experience.
• Experience in financial services, insurance, or asset management is a bonus.
• Must be comfortable with a hybrid role, and utilization/demonstration of technology solutions.
• An active listener, dedicated to best partnership practices.
• Competent in managing key partnerships and other stakeholders.
• You have a valid driver’s license.
• Bilingual (English and French) is an asset, but not required.

Clear Estate is redefining estate planning and settlement in Canada. We're looking for driven individuals who want to make a real difference, helping people plan for life’s most important…