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Business Development Manager

1 month ago


Timmins, Ontario, Canada Ontario Inc Full time

At Ontario Inc, we are seeking a highly skilled Business Development Manager to join our team. The successful candidate will be responsible for identifying clients' financial goals and objectives, supervising staff, and analyzing clients' financial records. Key responsibilities include developing financial plans for clients, making recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning, and arranging for the sale of financial products and investments. The ideal candidate will possess excellent oral and written communication skills, be organized, and have a strong attention to detail.

Key Responsibilities:

  • Identify clients' financial goals and objectives
  • Supervise staff
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement, and estate planning
  • Arrange for the sale of financial products and investments

Requirements:

  • College, CEGEP, or other non-university certificate or diploma from a program of 1 year to 2 years
  • 1 year to less than 2 years of experience
  • Excellent oral and written communication skills
  • Organized and detail-oriented