Business Solutions Consultant
- Ottawa, ON, Canada
Full-time
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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 recommend personalized financial solutions and services. Build lasting client partnerships, provide onboarding and ongoing support, stay informed about relevant trends, and collaborate with internal teams to improve the client experience.
Requirements
A high school diploma is mentioned, and a college degree is preferred. Strong communication, interpersonal, listening, and needs-assessment skills are sought, along with a self-starting, results-oriented approach; client-facing or consultative experience is preferred.
Skills
- Client Relationship Building
- Needs Assessment
- Financial Solutions
- Strategic Guidance
- Stakeholder Engagement
- Client Communication
- Active Listening
- Consultative Selling
- Client Onboarding
- Ongoing Client Support
- Market Awareness
- Cross-Functional Collaboration
- Interpersonal Skills
- 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
- Finance & Accounting
- Sales
- Consulting
- Customer Service & Support
Keywords
- Financial Solutions
- Client Relationships
- Business Clients
- Individual Clients
- Needs Assessment
- Strategic Guidance
- Personalized Services
- Client Onboarding
- Ongoing Support
- Stakeholder Engagement
- Decision-Makers
- Client Experience
- Phone Communication
- Email Communication
- Video Calls
- Online Messaging
- Market Trends
- Internal Collaboration
- Performance-Based Bonuses
- Mentorship
- Career Advancement