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Added 2 mins ago
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Senior Compensation Specialist
ATB
Remote, Canada
- Full-time
- Remote
…remote arrangements that would include infrequent travel to the office for key collaborative events. All work arrangements are subject to business priorities and may be…
Added 2 mins ago
T
Personal Banking Associate Trainee (Mandarin or Cantonese Language Skills an asset)
TD
Richmond, BC
- Full-time
…seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including…
Added 2 mins ago
T
Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
The Social Media Surveillance Office (SMSO) reports to the Manager, Social Media Surveillance, Wealth Advice Business Controls. This role helps Wealth businesses across Canada use social…
Added 2 mins ago
T
Customer Experience Associate - Spanish Language Skills an Asset
TD
Burnaby, BC
- Part-time
Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet.
Added 17 mins ago
MC
Estimator / Project Manager – Commercial Construction
MatchBox Consulting Group
Nanaimo, BC
- $112,100 to $141,600 CAD / year
- Full-time
Maintain clear project documentation and communication between office and field
Added 17 mins ago
AG
Sr. Analyst, Growth & Innovation Operations
Altus Group
Toronto, ON
- Full-time
Added 31 mins ago
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Student Intern-Property Management
Morguard
Toronto, ON
- Full-time
…organization, we offer exposure to a diverse portfolio that includes office, industrial, retail, and multi‑suite residential properties across North America. Our team reflects a wide range…
Added 31 mins ago
CO
Supervisor of Water Treatment
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Maintain supply of chemicals, equipment parts and supplies. Process the invoices and other accounting devices related to such purchases.
Added 32 mins ago
AC
Customer Service Representative
Aston Carter
Burnaby, BC
- $50,000 to $52,000 CAD / year
- Full-time
This is an office-based role within a fast-paced transportation environment, working closely with dispatchers, rates team members, and fellow customer service representatives. The schedule…
Added 48 mins ago
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Fraud Prevention Manager
Punt
Vancouver, BC
- Full-time
…Prevention and Compliance department, based in our Vancouver head office. This role is responsible for the people, processes, and performance of the team - ensuring strong fraud detection,…
Added 1 hour ago
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Manager, National Tax Services
ACCA Careers
Winnipeg, MB
- Full-time
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our…
Added 1 hour ago
PC
Vice President of Investment Operations
Penderfund Capital Management
Vancouver, BC
- Full-time
We are seeking a full-time Vice President of Investment Operations, based in our Vancouver head office, to build and lead a scalable investment operations platform that supports growth in…
Added 1 hour ago
VS
Fundraising and Administrative Volunteer
Volunteer Success
Ottawa, ON
- Temporary
Nature Canada is looking for in-office volunteer support for our development team during the busy end-of-year season.
Added 1 hour ago
AC
Supervisor, Accounts Payable (18-Month Temporary Contract)
Air Canada Vacations
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
Proficient with accounting software and Microsoft Office
Added 1 hour ago
RP
Intermediate - Senior Business Analyst
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Accounting & Finance - Engineering, Sales & Operations - HR & Office Support - Technology - Contingent Workforce - Executive Search
Added 1 hour ago
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Expert en sinistres I, Habitation
Intact
Calgary, AB
- Full-time
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Evo
Burnaby, BC
- Full-time
We are currently hiring a Member Services Specialist for our Evo Car Share team, based in our Home Office.
Added 1 hour ago
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Defined Benefit - Pension Administrator
Marsh
Toronto, ON
- Full-time
This is a hybrid position that requires presence in the office for at least 3 days a week.
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Controller
Pillexa
Surrey, BC
- Full-time
10 or more years in accounting, ideally including 5 as a controller owning the month end close
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H&B Consultant
Marsh
Montreal, QC
- Full-time
Proficiency with Microsoft Office applications, including Word and PowerPoint.
Added 1 hour ago
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Senior Accountant
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Burnaby, BC
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Senior Data Conversion Analyst
RECRUITMENT PARTNERS INC.
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Accounting & Finance - Engineering, Sales & Operations - HR & Office Support - Technology - Contingent Workforce - Executive Search
Added 1 hour ago
C&
Administrative Assistant
Christensen & McLean Roofing Co. Ltd.
AB · Edmonton, AB
- Full-time
Proficiency in Microsoft Office, particularly Excel, and accounting software.
Added 1 hour ago
RP
Controller
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Accounting & Finance - Engineering, Sales & Operations - HR & Office Support - Technology - Contingent Workforce - Executive Search
Added 1 hour ago
RG
Junior Accountant
RecruitPod Global
Calgary, AB
- $55,000 to $65,000 CAD / year
- Full-time
This position is ideal for an accounting professional looking to develop their skills while gaining practical experience in a professional services environment.

Canoe Financial

Inside Sales Representative

Calgary, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: May 4, 2027
Posting language: English
Posted: Nov 5, 2026

Original job description

Junior Inside Sales Representative – Calgary

Role summary

An Inside Sales Representative (internal title: Regional Sales Manager) supports business development by proactively engaging advisors, executing marketing and 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 established sales goals and performance objectives within the assigned region.

Key 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

Qualifications

University Degree
Canadian Securities Course preferred
2+ years providing support to investment advisors
Keen interest and knowledge of capital markets – both fixed-income and equities
Interest and ability in sales development
Organizational skills to effectively manage a territory activity rotation
Ability to manage a high-volume pipeline and maintain strong responsiveness and attention to detail
Working knowledge of Salesforce, Microsoft Office, and Morningstar is an asset
Knowledge of National Instrument NI 81-105 is an asset

Why work at Canoe Financial

Canoe Financial is one of Canada’s fastest-growing independent mutual fund companies, built on a culture of ownership, performance, and entrepreneurial drive. As an employee-owned firm, we move decisively, think independently, and empower our people to make real impact. Our values (Active. Independent. Focused.) guide how we manage money, how we build products, and how we work together.

In this sales role, you’ll join a team where your growth is encouraged and your work directly enhances the investment advisor experience across Canada, while accelerating your own professional development. We’re a fast-moving, conviction-led firm that excels in a few key areas, and we stand firmly behind our award-winning products with expertise and long-term discipline.

This is a place where effort turns into opportunity, and where sales-driven professionals can build a meaningful, successful career while helping advisors deliver better outcomes for investors.

As a Canadian-owned and operated firm with deep roots across the country, we take pride in investing for Canadians, by Canadians. And in a firm that values initiative and accountability, strong performance naturally creates opportunities.

Company Profile

Canoe Financial is manages over 24 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal.

Compensation

Salary will vary depending on factors such as experience, education and qualifications. This position is a commission-based role.

Note to Applicants

This posting is for an existing vacancy. Canoe may use artificial intelligence to screen, assess or select applicants. We thank all applicants for their interest in our fast-paced and growing company, however only those in consideration for the role will be contacted.

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More about this job

Responsibilities

Proactively engage financial advisors, identify and qualify prospects, follow up on sales meetings, and support the District Vice President in building pipeline and achieving territory sales goals. Respond to advisor inquiries, provide product and market materials, and coordinate sales meetings, events, webinars, campaigns, and territory reporting.

Requirements

The role calls for a university degree, with the Canadian Securities Course preferred, and at least two years of experience supporting investment advisors. Candidates should have an interest in sales and capital markets, strong organization and responsiveness, and the ability to manage a high-volume pipeline; Salesforce, Microsoft Office, Morningstar, and NI 81-105 knowledge are assets.

Skills

Inside Sales
Business Development
Financial Advisor Relationship Management
Lead Prospecting
Lead Qualification
Sales Pipeline Management
Sales Follow-Up
Product Knowledge
Capital Markets
Fixed-Income Markets
Equity Markets
Territory Management
Sales Reporting
CRM
Salesforce
Microsoft Office

Visa sponsorship

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Keywords

Inside Sales
Business Development
Financial Advisors
Lead Prospecting
Lead Qualification
Sales Pipeline
Territory Management
District Vice President
Canadian Securities Course
Capital Markets
Fixed Income
Equities
Salesforce
Microsoft Office
Morningstar
National Instrument NI 81-105
Investment Management
Mutual Funds
Portfolio Insights
Market Information
Sales Presentations
CRM Systems
Sales Analytics
Advisor Events
Webinars
Sales Campaigns

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