Junior Inside Sales Rep for Financial Advisors

Canoe Financial; Calgary; On-site; CAD 50,000 - 80,000; Full time

Job summary

Canoe Financial is seeking a Junior Inside Sales Representative in Calgary to support business development by proactively engaging financial advisors, executing sales initiatives, and managing day-to-day territory activity.

Working closely with the District Vice President (Wholesaler), this role focuses on strengthening advisor relationships, generating pipeline, and helping meet and exceed sales goals within the assigned region.

Qualifications

• University degree required.
• Canadian Securities Course preferred.
• 2+ years providing support to investment advisors.
• Keen interest and knowledge of capital markets.

Responsibilities

• Support business development initiatives through proactive inside-sales activity and consistent outreach to financial advisors.
• Prospect and identify new advisor opportunities; qualify leads, schedule meetings, and coordinate next steps with the District Vice President.
• Conduct timely follow-up calls after all sales meetings to maintain momentum and advance pipeline opportunities.
• Respond promptly to advisor inquiries related to product information, fund performance, processes, and required documentation.
• Prepare and distribute product information, sales materials, presentations, and territory reporting as needed.
• Partner with investment advisors by providing up-to-date portfolio insights, market information, and relevant marketing ideas.
• Work collaboratively with the sales team to organize meetings, advisor events, webinars, and targeted campaigns.
• Leverage available tools, CRM systems, resources, and analytics to support the District Vice President and optimize territory effectiveness.
• Attend sales meetings with the Wholesaler as required.

Skills

Sales development

Investment advisor support

Capital markets

Territory management

High-volume pipeline

Attention to detail

Education

University degree

Canadian Securities Course

Tools

Salesforce

Microsoft Office

Morningstar

Job description

Canoe Financial is seeking a Junior Inside Sales Representative in Calgary to support business development by proactively engaging financial advisors, executing sales initiatives, and managing day-to-day territory activity.

Working closely with the District Vice President (Wholesaler), this role focuses on strengthening advisor relationships, generating pipeline, and helping meet and exceed sales goals within the assigned region.