Inside Sales Associate
Posted:
2 October 2026 (13 hours ago)
Application Deadline:
30 December 2026
Vacancies:
1 Vacancy
Job Summary
The Opportunity: At Equitable we believe great things happen when we work together. Were a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If youre passionate about making a difference and growing your career in an inclusive and collaborative environment wed love to hear from 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 regions top employers and be part of something that truly makes a Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo ON or another assigned location within the Waterloo Region on an as needed basis. Sales related roles may be required to travel based on the youll do:Conduct sales and provide support for new business for key advisorsGenerate leads and create new contacts and relationshipsCreate advisor loyalty and trust via constant communicationBuild and promote product knowledge via webinarsRespond to product related inquiriesAct a point of contact for Equitable partnersCreate specialized and monthly status reportsOccasional travel may be requiredWhat youll bring:Relevant experience in the financial industry with a solid understanding of investment productsDemonstrated analytical time-management problem solving negotiation and decision-making skillsProven communication skills including active listening and the ability to communicate clearly both verbally and in writingDemonstrated presentation and training skillsEnjoys working in a fast-paced environment with tight deadlines and evolving prioritiesExperience 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 in it for you:Career Growth: Regular learning sessions and Rewards: Competitive sales incentive program work travel expense program annual salary reviews employer-paid benefits and pension Away: Competitive vacation plus one paid volunteer day each : Healthy work-life balance with employee wellness always top of mind complemented by a dress for your day Equitable were 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 Were happy to base pay will be based on your skills qualifications experience and addition to your salary this role is eligible a sales incentive program plus a wide range of competitive youre selected to move forward our Talent Acquisition team will walk you through all the details of our total rewards program so you know exactly whats To: Director Distribution Strategy Planning and SupportDepartment: Individual Wealth Term: Permanent Full-TimeLocation: Ottawa
Required Experience:
IC