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. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

The Investment Sales Director is a critical sales role within our investment division. In this role you will be responsible for business development and account management exclusively for our World Financial Group channel of advisors. This will include providing educational presentations, case consultation, sales strategies, product and marketing support to drive sales for the investment division of Equitable. Are you driven, proactive and have a passion for Investment Sales? We want to hear from you!

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: While this role is home office based, you’ll be expected to be on the road approximately 75% of the time with advisors. This time on the road will consist of visiting advisors in their offices, attending conferences, facilitating team trainings, and occasionally attending events outside of the province of QC. Note: This role will require some evening and weekend work and does not follow a standard working schedule.

What you’ll do:

• Promoting our Guaranteed Investment Funds (GIF) seg fund product in the marketplace
• Develop and maintain strong relationships with insurance licensed advisors.
• Meet or exceed sales targets and the number of productive advisor relationships for the Investment product line.
• Build relationships with producers through 1 on 1 meetings both over zoom and in person, seminars, and case consultation
• Deliver presentations to small and large groups of Advisors and distributors
• Territory includes the province of QC as well as the Ottawa region

What you’ll bring:

• Post-secondary education and/or applicable professional designation (i.e. CFP, CLU, CHFC, TEP)
• Active life license in the province of QC
• Minimum 5 years of financial industry experience, with experience in marketing to Independent Advisors in an investment insurance environment
• Previous sales and sales management experience required
• Valid driver’s license and well-maintained vehicle required
• Strong negotiation skills
• Proficiency using various office-based software, including PowerPoint, Outlook, Word and Excel
• Superior time management and organizational skills
• Highly developed interpersonal, analytical and presentation (written and oral) skills
• Ability to work varying schedules (including evenings and weekends), travel; including International, travel may comprise up to 75% of the role

What’s in it for you:

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Competitive sales incentive program, car allowance, 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 for 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: WFG Investment Sales, Vice President Department : Individual Wealth Term: **Permanent Full-Time

Location: Montreal** 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.