Sales Associate

Sales Associate – Enterprise Fintech

INVENT®

About INVENT

INVENT® is an intelligent application and data enterprise platform purpose-built for wealth management and financial services. INVENT Cloud brings fragmented business information together into a harmonized Data Lakehouse and a trusted single source of truth, with data adapters connecting 100+ business applications. Its platform combines business intelligence, AI-ready data, intelligent workflow automation, and modular digital experiences to help firms improve decision-making and operational efficiency.

The Opportunity

We are seeking motivated applicants based in Canada who want to develop a career in enterprise fintech sales. Working with INVENT’s sales team, you will learn to explain and demonstrate how INVENT helps wealth management firms unify data, automate workflows, and deliver AI-enabled applications.

What You’ll Do

· Learn INVENT Cloud, its Foundation, Evolution, and Invention offerings, and the enterprise sales process through structured training with the sales team.

· Research and engage prospective registered investment advisors, broker-dealers, wealth management organizations, and other financial services firms.

· Conduct outreach calls, coordinate discovery meetings, and present INVENT’s data, AI, workflow, and application capabilities using company-provided materials.

· Follow up with prospects, document activity, and maintain an organized sales pipeline and presentation schedule.

· Explain customer use cases, including consolidated data and reporting, Client 360 AI Assistant, AI-driven workflows, and role-specific portals; involve specialists for technical questions and later-stage opportunities.

· Build toward independently managing sales opportunities and agreed performance goals; introduce relevant offerings such as the Experience Builder, integrated application store, Developer Portal, and VIP Consulting Services when appropriate.

What We’re Looking For

· Applicants based in Canada with strong interpersonal, communication, and presentation skills.

· People who are persuasive, dependable, organized, prepared, and eager to learn.

· Self-starters who enjoy speaking with prospects and are comfortable with repeated outreach.

· Interest in enterprise technology, fintech, and performance-based sales.

· No prior financial services experience required; relevant sales or customer-facing experience is helpful.

Training & Compensation

The program begins with 4–6 weeks of structured product and sales training, proposed as unpaid, followed by a formal Training Completion and Conversion Review. After six weeks of training, the position transitions to a paid role with a monthly base salary plus commissions, subject to applicable employment laws and onboarding requirements.

Why INVENT?

Develop practical enterprise sales skills while learning to present a differentiated technology platform. INVENT’s offerings span a Foundation of connected data and analytics, an Evolution of personalized experiences and AI-enabled workflow automation, and Invention tools for custom applications and integrations. Work with an experienced fintech team and help financial services organizations modernize their operations.

Interested in building a career in enterprise fintech sales? We welcome applications from candidates based in Canada.