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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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