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Added 11 mins ago
Investment Associate
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Full-time
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Added 11 mins ago
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Equitable

Inside Sales Associate

Waterloo, ON, Canada

Posting language: English
Posted: Oct 1, 2026

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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: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.

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: Waterloo / Greater Toronto Area

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 About employer

More about this job

Responsibilities

The Inside Sales Associate will partner with the Investment Wholesaling team to generate leads and support prospective advisors. Responsibilities include building advisor relationships, conducting webinars, and managing specialized status reports.

Requirements

Candidates must have relevant experience in the financial industry with a solid understanding of investment products. Strong analytical, communication, and technical skills in Microsoft Office and system applications are required.

Skills

Sales
Lead generation
Relationship management
Product knowledge
Analytical skills
Time-management
Problem solving
Negotiation
Decision-making
Communication
Active listening
Presentation skills
Training
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Benefits

Work travel expense program
Annual salary reviews
Employer-paid benefits
Pension matching
Vacation
Paid volunteer day
Employee wellness

Visa sponsorship

Not detected in the job text

Keywords

Inside Sales
Investment Wholesaling
Financial Industry
Lead Generation
Advisor Relations
Webinars
Product Knowledge
Reporting
Microsoft Office
Microsoft Teams
BMS
Investment Products
Sales Incentive
Pension Matching
Hybrid Work
Client Support
Business Development

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