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Total Rewards: Competitive sales incentive program, work travel expense program, annual salary reviews, employer-paid benefits and pension matching.
Added 14 hours ago
Inside Sales Associate
Equitable CA
SK
Total Rewards: Competitive sales incentive program, work travel expense program, annual salary reviews, employer-paid benefits and pension matching.

Equitable CA

Inside Sales Associate

Ottawa, ON, Canada

Apply on jobs.dayforcehcm.com About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Oct 1, 2026

Original job description

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you.

We’re 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 region’s top employers and be part of something that truly makes a difference.

Work 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 assignment.

What you’ll do:

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

What you’ll bring:

Relevant experience in the financial industry with a solid understanding of investment products
Demonstrated 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
Enjoys working in a fast-paced environment with tight deadlines and evolving priorities
Experience 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 required.

What’s in it for you:

Career Growth: Regular learning sessions and development opportunities.
Total Rewards: Competitive sales incentive program, work travel expense program, annual salary reviews, employer-paid benefits and pension matching.
Time Away: Competitive vacation plus one paid volunteer day each year.
Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.

At Equitable, we’re 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 careers@equitable.ca. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible a sales incentive program, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Director, Distribution Strategy, Planning and Support
Department: Individual Wealth
Term: Permanent Full-Time
Location: Ottawa

This position is open and we are excited to find the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.

Apply on jobs.dayforcehcm.com About employer

More about this job

Responsibilities

The Inside Sales Associate at Equitable will support key advisors with new business, generate leads, build relationships, answer product questions and report on sales activity. The role also involves promoting product knowledge through webinars and serving as a point of contact for Equitable partners.

Requirements

Candidates need relevant financial industry experience with a solid understanding of investment products, strong analytical, negotiation and communication skills, and presentation and training ability. Proficiency in Word, Excel, PowerPoint, Outlook and Teams is expected, along with comfort learning new systems and working in a fast-paced environment.

Skills

Inside sales
Lead generation
Investment products
Financial services
Negotiation
Presentation
Training
Active listening
Written communication
Verbal communication
Analytical thinking
Time management
Problem solving
Decision-making
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Teams
BMS
Status reporting

Benefits

Sales incentive program
Work travel expense program
Annual salary reviews
Employer-paid benefits
Pension matching
Vacation
Paid volunteer day
Learning and development

Keywords

Inside sales
Investment products
Wholesaling
Financial services
Lead generation
Sales support
Advisor support
Business development
Product knowledge
Webinars
Excel
PowerPoint
Outlook
Teams
Word
BMS
Remote work
Financial advisor support

Seniority

Entry level

Perks

Generous paid time off
Retirement plan
Performance bonus

Tools

Word
Excel
PowerPoint
Outlook
Teams
BMS

Languages

English

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Work requirements

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