Clearestate

Business Development Manager, Wealth Industry (Ontario)

(Hybrid) Waterloo, ON, Canada · Full-time

Sponsorship not specified$140k-$160kDetected 19 days ago

AccessibilityBusiness DevelopmentCommunicationPublic Speaking

About the role

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.
You will work alongside a team of dedicated, high-performing professionals, making a tangible impact on the success of ClearEstate 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 ClearEstate offering.
Educating on ClearEstate's value proposition to existing/prospective partners and their clients.
Enable partner engagement by providing ongoing support, marketing tools, and content.
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 ClearEstate platform, solutions and service offering.
Be the subject matter expert for ClearEstate services to assigned partners.
Own a personal quota within the assigned territory.

Sales and/or business development experience.
You have a valid driver's license.
Bilingual (English and French) is an asset, but not required.
Demonstrate and achieve sound knowledge of the Estate Planning and Settlement process.
Perform client consultations as required to support the primary consultation team.

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 Position Overview 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 ClearEstate and the lives of families in need.

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.
Experience in financial services, insurance, or asset management is a bonus.

ClearEstate 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 moments.
Join us in transforming how families across North America navigate the estate process-with clarity, confidence, and care.
This role will focus on the expansion of ClearEstate's distribution through wealth and insurance advisors, as well as providing support for existing advisory partners and their clients.
ClearEstate's mission is to provide compassionate guidance in life's most important moments.
We empower families and executors with a transparent, tech-enabled approach to estate planning and settlement-offering clarity, confidence, and support every step of the way.
ClearEstate respects individual differences and guarantees equal opportunities and inclusion.
Therefore, all applications are treated equally and recruitment is based solely on skills and experience.
Accessibility accommodations offered upon request.
Hybrid - Remote work from home, travel, and office work Position Overview You will play a pivotal role in driving our mission by activating wealth advisors within strategic partnerships and managing client acquisition from referred leads.
The opportunity to be a part of something big and meaningful with a positive impact.
What We Offer The opportunity to be a part of something big and meaningful with a positive impact.

A friendly work environment that has diversity and inclusion at the heart of our priorities.

This listing is sourced directly from Clearestate's careers page and normalized into a canonical job model.