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
• 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 ClearEstate 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 jeopardise the success of a partnership.
• Achieve/demonstrate sound knowledge of the Estate Planning and Settlement process.
• Be the subject matter expert for ClearEstate services to assigned partners.
• Own a personal quota within the assigned territory.
• Perform client consultations as required to support the primary consultation team as required.
• Flexibility to travel 6-10 days per month within your territory, to relevant conferences, or the MTL HQ.

Who You Are

• 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.

Who We Are

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.

What We Offer

• Compensation: $75K base salary; 140-160 OTE
• 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.