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,
ClearEstate’s mission is to empower estate executors by delivering transparent estate settlement and planning solutions through highly trained professionals and state-of-the-art technology. To apply, please click here. Applications made directly to this post may not be reviewed.
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
Lead partnership development in the wealth sector as a Business Development Manager. Engage with strategic partners and enhance client acquisition efforts while enjoying a hybrid work structure. This full-time role focuses on activating wealth advisors and
A leading estate planning firm in Calgary seeks a dedicated individual to drive client acquisition through strategic partnerships. You will build and nurture relationships with financial advisors and credit unions, promote ClearEstate’s unique offerings, and provide exceptional
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,
Enhance wealth advisory partnerships at ClearEstate as a Strategic Partnerships Manager within Western Canada. Focus on client acquisition and servicing through strategic collaborations. ClearEstate seeks a driven manager to oversee key partnerships in the wealth advisory arena. This
Your Mission At Diagram, every Venture Builder joins us with one clear goal: launch one high-quality venture per year. You will have end-to-end ownership of this venture, from insight to launch, with the backing of Diagram’s