Canoe Financial is one of Canada’s fastest-growing independent mutual fund companies, managing 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. To learn more about Canoe Financial and our investment products, visit canoefinancial.com
On-site · Montréal
Develop and execute territory sales plans to grow revenue and market share, build advisor relationships, and meet or exceed sales targets. Provide investment product presentations and sales training, maintain market and competitor knowledge, and collaborate with internal stakeholders and fellow wholesalers while complying with regulations and ethical standards.
On-site · Calgary
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.
