Financial Inside Sales Associate – Advisor Growth

Equitable; Southwestern Ontario; Hybrid; CAD 52,000 - 64,000; Full time

Benefits offered by this job

Sales incentive program

Travel expense program

Annual salary reviews

Employer-paid benefits and pension

Volunteer day

Dress for your day flexibility

Job summary

Equitable is seeking a motivated professional to support our Investment Wholesaling team from our Waterloo, Ontario office. This hybrid role involves driving sales, generating leads, and maintaining advisor relationships with a focus on product knowledge and webinars.

The role requires experience in the financial industry, strong communication, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Experience in the financial industry and understanding of investment products.
• Strong analytical, time-management, problem solving, negotiation and decision‑making skills.
• Excellent communication, both written and verbal, and presentation abilities.
• Ability to train others and deliver trainings.
• Comfort working in a fast-paced environment with tight deadlines and shifting priorities.
• Proficiency with Word, Excel, PowerPoint, Outlook and Teams; willingness to learn new systems.

Responsibilities

• Conduct sales support for new business with key advisors.
• Generate leads and build new contacts and relationships.
• Foster advisor loyalty through regular communication.
• Promote product knowledge via webinars.
• Respond to product inquiries and serve as point of contact for Equitable partners.
• Prepare monthly status reports and analyses.
• Occasional travel may be required.

Skills

Financial industry experience

Analytical thinking

Time management

Problem solving

Negotiation

Decision making

Communication

Presentation skills

Training skills

Microsoft Office

Adaptability

Tools

Word

Excel

PowerPoint

Outlook

Teams

Job description

Equitable is seeking a motivated professional to support our Investment Wholesaling team from our Waterloo, Ontario office. This hybrid role involves driving sales, generating leads, and maintaining advisor relationships with a focus on product knowledge and webinars.

The role requires experience in the financial industry, strong communication, and the ability to manage multiple priorities in a fast-paced environment.