Business Financing Appointment Setter Jobs in Toronto, Ontario, Canada
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Toronto, Ontario, Canada
Business Financing Appointment Setter (Remote)
Top Benefits
About the role
Help Entrepreneurs Access the Capital They Need
Agile Solutions is expanding, and we're looking for a high-performing Business Financing Appointment Setter to help connect business owners with our senior financing advisors.
If you enjoy speaking with entrepreneurs, opening doors, and creating opportunities, this is a position where your effort directly impacts your income.
We arrange financing solutions ranging from $150,000 to over $150 million, working with an extensive network of banks, private lenders, leasing companies, and institutional capital providers across Canada and the United States.
What You'll Do
As the first point of contact, your role is to identify qualified business owners, build rapport, and schedule meetings for our financing specialists.
Your responsibilities include
- Prospecting business owners through cold calls, email, LinkedIn, referrals, and other outreach methods.
- Qualifying potential clients based on financing needs and business profile.
- Scheduling appointments for our financing advisors.
- Following up with prospects until meetings are confirmed.
- Maintaining accurate CRM records.
- Working closely with our sales team to maximize conversion rates.
- Consistently achieving and exceeding weekly appointment targets.
Ideal Candidate
You are someone who
- Loves speaking with people and building relationships.
- Is confident making outbound calls.
- Handles rejection professionally and stays motivated.
- Has excellent communication skills in English (French is a major asset).
- Is organized and comfortable using CRM software.
- Is coachable and constantly looking to improve.
- Is self-motivated and performs well in a remote environment.
Preferred Experience
Experience in one or more of the following is considered a strong advantage
- Appointment setting
- B2B sales
- Financial services
- Commercial banking
- Equipment financing
- Merchant cash advance
- Business lending
- Insurance or professional services
Top performers from other industries are encouraged to apply.
Compensation
We reward performance.
- Competitive base compensation (depending on experience)
- Attractive commission for every qualified appointment and additional performance bonuses
- Unlimited earning potential
- Performance incentives and advancement opportunities
Why Join Agile Solutions?
- Work with one of the fastest-growing commercial financing advisory firms.
- Access a network of hundreds of lending partners across Canada and the United States.
- Sell a service that genuinely helps entrepreneurs grow.
- Receive ongoing sales coaching and mentorship.
- Remote-first environment with flexible scheduling.
- Clear path toward becoming a Business Development Representative or Financing Advisor.
Success Looks Like
Within your first 90 days, you'll
- Build a healthy prospect pipeline.
- Consistently book qualified meetings.
- Become confident discussing commercial financing solutions.
- Develop a repeatable outreach process that generates results.
About Agile Solutions
Agile Solutions specializes in commercial financing and strategic advisory services for growing businesses. We help companies secure working capital, equipment financing, acquisition financing, asset-based lending, commercial mortgages, factoring, and other customized debt solutions through an extensive network of financing partners.
Our mission is simple
Help great businesses access the capital they need to grow.
Apply Today
If you're competitive, ambitious, and motivated by performance-based compensation, we'd love to meet you.
Submit your resume along with a short message explaining why you'd be a great fit for our team.
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About Agile Solutions
Agile Solutions – Empowering Growth with Strategic Funding
At Agile Solutions, we’re committed to helping ambitious companies realize their full potential through innovative, customized financing. As a management and financial advisory firm, we specialize in serving high-growth sectors—including technology, utilities, healthcare, mining, heavy equipment, and manufacturing—offering solutions that are both adaptable and impactful.
What Sets Us Apart?
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Extensive Financial Network With over 150 financing partners and exclusive bank relationships, Agile Solutions provides unmatched access to funding options for businesses aiming to scale. Our team works tirelessly to secure optimal terms for middle market companies to deliver strategic results-oriented financing.
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Deep Industry Expertise We’re more than just financing brokers. Our expertise across various sectors enables us to understand each sector’s unique financial challenges. From equipment financing to acquisition support, our industry knowledge allows us to structure deals that make strategic sense, drive growth, and add real value.
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Proven Lead Generation & Deal Flow Our commitment to building a steady pipeline of qualified leads ensures faster, consistent deal flow. Leveraging advanced tools, we actively engage companies positioned for expansion, and collaborate with M&A brokers to bring financing into acquisition opportunities.
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High-Impact, Customized Solutions We know one size doesn’t fit all. Our financing packages are tailored to address specific business needs—from acquisition financing to sales leasebacks—enabling businesses to overcome budget constraints, boost cash flow, and accelerate growth. Our responsive service means term sheets are delivered, ensuring efficiency and reliability.
Let’s Partner for Success