Business Solutions Consultant
- Toronto, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Business Solutions Consultant
About the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Key Responsibilities
About the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.
Key Responsibilities
- Identify potential clients and assess their goals, challenges, and needs
- Build lasting partnerships with decision-makers and key stakeholders
- Stay current on trends, tools, and developments that may impact client strategies
- Communicate with clients via phone, email, video calls, and online messaging
- Recommend personalized financial solutions and services based on client feedback and data
- Act as a trusted resource by providing a seamless onboarding process and ongoing support
- Collaborate with internal teams to continuously improve client experience
- High school diploma or a college degree is preferred
- Excellent communication and interpersonal skills
- Strong ability to listen, assess needs, and offer solutions
- Self-starter with a results-oriented mindset and a desire to grow
- Experience in a client-facing or consultative role preferred
- Competitive base salary plus performance-based bonuses and incentives
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off
- Ongoing mentorship and training to support your success
- Career advancement opportunities based on performance and results
More about this job
Responsibilities
Identify prospective clients, assess their goals and needs, and build lasting relationships with decision-makers and stakeholders. Recommend tailored financial solutions, provide onboarding and ongoing support, and collaborate with internal teams to improve the client experience.
Requirements
A high school diploma is expected, while a college degree is preferred; experience in a client-facing or consultative role is also preferred. Candidates should have strong communication and interpersonal skills, be able to listen and assess needs, and demonstrate initiative and a results-oriented mindset.
Skills
- Relationship Building
- Client Needs Assessment
- Strategic Guidance
- Financial Solutions
- Client Communication
- Active Listening
- Interpersonal Skills
- Consultative Selling
- Stakeholder Management
- Client Onboarding
- Ongoing Client Support
- Trend Monitoring
- Cross-Functional Collaboration
- Results Orientation
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401k
- Paid Time Off
- Mentorship
- Training
- Career Advancement Opportunities
- Performance-Based Bonuses
- Incentives
Visa sponsorship
Not detected in the job text
Categories
- Consulting
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Solutions
- Client Relationships
- Business Consulting
- Needs Assessment
- Strategic Guidance
- Personalized Recommendations
- Client Onboarding
- Client Support
- Stakeholder Management
- Decision-Makers
- Client Experience
- Phone Communication
- Email Communication
- Video Calls
- Online Messaging
- Internal Collaboration
- Telecommunications
- Wireless Services
- Communications Equipment