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Added 1 min ago
BP
Financial Institutions Coverage Intern – Summer 2027
BNP Paribas
Toronto, ON
- Internship
BNP Paribas’ Financial Institutions Coverage division (FIC) is a product-neutral group dedicated to the coverage of Canada’s financial institution: banks, insurance companies, pensions,…
Added 1 min ago
BP
Corporate Coverage Intern – Summer 2027
BNP Paribas
Toronto, ON
- Internship
Analyze financial, operating, and strategic information relating to our clients and the sectors in which they operate
Added 1 min ago
SQ
National Disability Support
Sunlife Québec
Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 1 min ago
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Senior Financial Analyst
DCM
Brampton, ON
- $80,133 to $100,166 CAD / year
- Full-time
As a Senior Financial Analyst, you will be the primary finance business partner for the Brampton facility, providing timely financial insight, analysis, and decision support to plant…
Added 1 min ago
D
Accounting Analyst
DCM
Brampton, ON
- $57,654 to $72,067 CAD / year
- Full-time
…transactional accounting activities within the general ledger and financial close process. You will be responsible for preparing journal entries, maintaining accurate financial records, and…
Added 1 min ago
HC
Associate, Mergers and Acquisitions
HDL Capital (HDL)
Toronto, ON
- Full-time
…supporting the end-to-end M&A process, including conducting financial analyses, performing due diligence, and aiding in the preparation of transaction materials such as presentations and…
Added 1 min ago
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Sr Advisor Audit
Enbridge
Calgary, AB
- Full-time
A Wellness Program, which focuses on supporting healthier employees by providing tools, resources, and opportunities to improve physical, mental, social, and financial well-being.
Added 1 min ago
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Legal Counsel
Enbridge
Calgary, AB
- Full-time
A Wellness Program, which focuses on supporting healthier employees by providing tools, resources, and opportunities to improve physical, mental, social, and financial well-being.
Added 16 mins ago
RB
Risk Analyst, Third Party Disaster Readiness
Royal Bank of Canada
Toronto, ON
- Full-time
Working with financial institutions or a similar large organization.
Added 16 mins ago
RB
Analyst, Credit Advisory, RBCx
Royal Bank of Canada
Toronto, ON
- Full-time
…credit advice; demonstrate RBCx's capability to deliver creative financial solutions that meet or exceed client needs while supporting teamwork and…
Added 16 mins ago
RB
Banking Advisor
Royal Bank of Canada
Fort Frances, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 30 mins ago
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Mortgage Agent
MortgageSolver
Calgary, AB
- Full-time
Company Description Pineapple Financial Inc. (NYSE: PAPL) is a Canadian mortgage technology and brokerage company that modernizes how brokers, lenders, and clients experience home…
Added 30 mins ago
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Office Administrator
WiseInvest®
Vancouver, BC
- Full-time
Company Description WiseInvest® is a Vancouver-based financial services firm dedicated to helping Canadians achieve financial independence through thoughtful, long-term planning. Located in…
Added 46 mins ago
A
Client Service Representative - Lethbridge Mayor Magrath (6-12 Months Term)
ATB
Lethbridge, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 46 mins ago
A
Responsible AI Oversight Manager
ATB
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
Regulatory Monitoring & Intake Adaptation: Monitor evolving financial sector and federal AI regulations - including OSFI expectations, federal AI policy, and industry standards -…
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A
Everyday Banking Advisor - Pincher Creek
ATB
Pincher Creek, AB
- Full-time
At ATB Financial, we're not just about banking; we're about building relationships and empowering Albertans to achieve their financial dreams. We're looking for our next Everyday Banking…
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Branch Manager, Carstairs
ATB
Carstairs, AB
- Full-time
Post secondary education in business, commerce, or equivalent experience or financial training
Added 46 mins ago
A
Senior Compensation Specialist
ATB
Remote, Canada
- Full-time
- Remote
…understands the unique complexities of wealth management and financial industry compensation structures. If you thrive on navigating intricate incentive models, aligning rewards with…
Added 46 mins ago
A
AI Literacy and Community Manager
ATB
Calgary, AB · Edmonton, AB · Toronto, ON
- Full-time
…AI literacy, capability, and community engagement across ATB Financial. Through strategic partnerships, curated learning frameworks, and vibrant community programming, this role empowers…
Added 46 mins ago
T
Personal Banking Associate Trainee (Mandarin or Cantonese Language Skills an asset)
TD
Richmond, BC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 46 mins ago
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Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
Added 46 mins ago
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Customer Experience Associate - Spanish Language Skills an Asset
TD
Burnaby, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 46 mins ago
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Senior Finance Manager, AI Business Solutions
Microsoft
Goodwood, ON
- Full-time
…Americas and worldwide finance organizations. This role owns financial leadership for the AI Workforce and AI Business Processes suite, partnering closely with our Specialist Team Unit…
Added 46 mins ago
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Principal Software Engineer - Collateral Treasury Trading Platforms
HSBC
Toronto, ON
- Full-time
HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most…
Added 46 mins ago
SL
SUN LIFE FINANCIAL ADVISOR - Alberta
Sun Life
Calgary, AB · AB · Grande Prairie, AB · Lethbridge, AB · Red Deer, AB · Canada Mid-Western Region Career Sales Force Location
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…

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

Not detected in the job text

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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