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.

Key Responsibilities

• Build and maintain relationships with strategic partners (financial advisors and credit unions) within the territory of Western Canada through sustained outreach, field presence, presentations, and training on the ClearEstate offering.
• Achieve business growth by nurturing relationships and creating new ones.
• Promoting new and/or enhanced processes/tools.
• Educating on ClearEstate’s value proposition to existing/prospective partners and their clients.
• Escalating technical or complex requests to the appropriate Subject Matter Experts.
• En...