Remote Inside Sales Associate — Investment Solutions

Equitable; Ottawa; Remote; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Sales incentives

Salary reviews

Benefits & pension

Vacation

Volunteer day

Dress for day

Job summary

Equitable, a Canadian mutual company, is seeking individuals to join our Investment Wholesaling support team. You will work from home 100% and may travel to Waterloo, ON to support the growth of our advisors and their clients.

The role focuses on generating leads, building relationships, and expanding product knowledge through webinars while maintaining strong communication with advisors and partners. Strong financial industry background and strong Microsoft 365 skills are preferred.

Qualifications

• Relevant experience in the financial industry with a solid understanding of investment products.
• Strong 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.

Responsibilities

• 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

Skills

Investment products

Analytical skills

Time management

Negotiation

Communication

Presentation skills

Tools

Word

Excel

PowerPoint

Outlook

Teams

BMS

Web portals

Job description

Equitable, a Canadian mutual company, is seeking individuals to join our Investment Wholesaling support team. You will work from home 100% and may travel to Waterloo, ON to support the growth of our advisors and their clients.

The role focuses on generating leads, building relationships, and expanding product knowledge through webinars while maintaining strong communication with advisors and partners. Strong financial industry background and strong Microsoft 365 skills are preferred.