Inside Sales Associate

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

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity:

At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you.

We’re looking for exciting individuals to work in partnership with our Investment Wholesaling team, by providing inside sales support to prospective Advisors, expanding our sales reach to allow our wholesalers to increase overall growth!

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements:

This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.

What you’ll do:

• Conduct sales and provide support for new business for key advisors
• Generate leads and create new contacts and relationships
• Create advisor loyalty and trust via constant communication
• Build and promote product knowledge via webinars
• Respond to product related inquiries
• Act a point of contact for Equitable partners
• Create specialized and monthly status reports
• Occasional travel may be required

What you’ll bring:

• Relevant experience in the financial industry with a solid understanding of investment products
• Demonstrated analytical, time-management, problem solving, negotiation and decision‑making skills
• Proven communication skills, including active listening and the ability to communicate clearly both verbally and in writing
• Demonstrated presentation and training skills
• Enjoys working in a fast‑paced environment with tight deadlines and evolving priorities
• Experience using Word, Excel, PowerPoint, Outlook and Teams. With the ability to learn and apply new system applications (including BMS and web portals).
• Flexibility to work outside of regular business hours as required.

What’s in it for you:

• Career Growth: Regular learning sessions and development opportunities.
• Total Rewards: Competitive sales incentive program, work travel expense program, annual salary reviews, employer‑paid benefits and pension matching.
• Time Away: Competitive vacation plus one paid volunteer day each year.
• Flexibility: Healthy work‑life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible a sales incentive program, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To:

Director, Distribution Strategy, Planning and Support

Department:

Individual Wealth

Term:

Permanent Full-Time

Location:

Waterloo / Greater Toronto Area

This position is open and we are excited to find the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.