First seen by our source: 2 hours ago
Business Development & Client Relations Manager
@ Orooj Financial Group
Oakville, Ontario
Overview
Orooj Financial Group is hiring a Business Development & Client Relations Manager for full-time work. The role builds new business among business owners and affluent families, manages existing client relationships, and develops referral partnerships. The posting asks for 4+ years of relevant experience, and it offers a base salary plus performance-based incentives.
Responsibilities:
- Identify and qualify new business opportunities among owners and families
- Manage existing client relationships and annual reviews
- Build referral partnerships with CPAs, lawyers and mortgage professionals
- Coordinate client events, webinars and marketing initiatives
- Maintain CRM records and report on business development
Requirements summary:
- 4+ years in business development, client relations or financial services
- Proven ability to generate new business
- Excellent communication and networking skills
- Strong organization and follow-through
- Experience with CRM systems, LinkedIn and Microsoft Office
- Insurance, wealth or banking background is an asset
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 4+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer moderate |
| Languages | English |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Orooj Financial Group
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
For 25 years, Orooj Financial Group has helped Canadian families, business owners, and professionals protect their wealth, navigate complex financial decisions, and build lasting legacies.
As we grow under our new identity, OFG Insurance & Estate Planning, we are looking for a confident, ambitious, and relationship-driven Business Development & Client Relations Manager to join our team.
This is an exciting opportunity for someone who loves connecting with people, building professional relationships, developing new business opportunities, and delivering exceptional client experiences.
What You'll DoBusiness Development & Growth
- Identify new business opportunities among business owners, incorporated professionals, and affluent families.
- Generate qualified leads through networking, referrals, and professional connections.
- Build a strong prospect pipeline and coordinate introductory meetings with our advisors.
Client Relationship Management
- Manage and strengthen relationships with our existing clients, including our Platinum Client Experience Program.
- Coordinate annual reviews, client appreciation activities, and ongoing engagement.
- Identify opportunities for additional planning conversations and client introductions.
Strategic Partnerships
- Build relationships with CPAs, lawyers, mortgage professionals, and other centres of influence.
- Develop professional referral networks and coordinate networking meetings and educational events.
- Represent OFG at business and community events.
Marketing, Events & CRM
- Collaborate with our marketing team on LinkedIn and digital campaigns.
- Support OFG's rebranding and 25th Anniversary Legacy Campaign.
- Coordinate client events, webinars, and networking initiatives.
- Maintain CRM records, track follow-ups, and report on business development activities.
- 4+ years of experience in business development, client relations, financial services, or professional services.
- Proven ability to build relationships and generate new business opportunities.
- Excellent communication, presentation, and networking skills.
- Confident and professional when interacting with business owners and high-net-worth clients.
- Strong organizational skills, initiative, and consistent follow-through.
- Experience with CRM systems, LinkedIn, and Microsoft Office.
- Background in insurance, wealth management, banking, or estate planning is an asset.
- An opportunity to help grow an established 25-year financial advisory firm.
- A meaningful role in building the future of the OFG brand.
- Direct relationships with successful business owners, professionals, and affluent families.
- Competitive base salary plus performance-based incentives.
- A supportive professional environment with long-term growth opportunities.
We're looking for someone who is more than a relationship manager - a connector, a relationship builder, and a professional who can turn opportunities into lasting relationships.
If this sounds like you, we'd love to hear from you. Apply directly through LinkedIn with your resume.
OFG Insurance & Estate Planning
Protecting Wealth. Preserving Legacies.
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