Solutions Consultant

About the Role: We are seeking a Solutions Consultant to join our Professional Services team. This role sits at the intersection of sales and delivery, supporting our clients throughout their journey, from initial discovery through successful adoption and value realization. The ideal candidate brings deep experience in the Canadian financial services sector (particularly wealth management, financial advisory, and insurance), and thrives at both pre- and post-sale consulting.What You’ll DoPartner with the Sales team during the pre-sale cycle to scope solutions, build business cases, and demonstrate value to prospective clients.Lead business discovery sessions to uncover client needs, define requirements, and align solutions to desired outcomes.Design and scope professional services engagements, ensuring clarity on deliverables, timelines, and client success criteria.Provide strategic guidance to existing clients to maximize adoption, ROI, and long-term value.Collaborate cross-functionally with Product, Customer Success, and Delivery teams to ensure a seamless client experience.Serve as a subject matter expert in financial services, bringing practical insights into wealth management, advisory, and insurance workflows.Act as a trusted advisor to senior client stakeholders, helping them translate business goals into actionable solutions.What We’re Looking For5+ years of experience in financial services, ideally within wealth management, financial advisory, or insurance.Proven track record in business consulting, solutions design, or professional services roles.Strong ability to translate complex business needs into actionable solutions.Experience supporting both pre-sale solutioning and post-sale delivery.Excellent stakeholder management, communication, and presentation skills.Skilled at scoping work, managing expectations, and driving measurable business outcomes.Collaborative mindset with a passion for enabling sales success and building long-term client relationships.Why you should apply:💰 Competitive Salaries with RRSP matching program🏝 Generous paid vacay and sick days💻 A powerful Laptop📚 Budget for courses, books, and personal development❤️ Peer to peer recognition and rewards🍹 Team building events, happy hours, and off-sites🧒🏻 Parental leave benefitsAbout MaximizerMaximizer is a leading Canadian tech company specializing in CRM solutions tailored for Financial Services, including Financial, Wealth, and Insurance Advisors. We are committed to empowering our partners and clients with innovative tools to grow their businesses.Equal Employment Opportunity:If you’re interested in a career with Maximizer CRM and are committed to striving for excellence, please submit your resume and cover letter. We are an equal opportunity employer. We do not discriminate based on race, faith, colour, cultural background, gender, sexual orientation, age, marital status, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.