Inside Sales Representative

Job summary

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.

Job details

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.

What you’ll do

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.

Listed skills

• Business development · Preferred
• Lead Qualification · Preferred
• Product Knowledge · Preferred
• Territory Management · Preferred
• Sales Reporting · Preferred
• CRM · Preferred
• Salesforce · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• 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

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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