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, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect. The Investment Sales Director is a critical sales role within our Individual Wealth division. In this role you will be responsible for business development and account management of key MGA, AGA and Advisor relationships in the GTA Area. This will include providing sales, product and marketing expertise to select advisors in the territory in order to drive sales of Equitable’s Segregated Fund and Annuity products. Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.
Position Title: Investment Sales Director
Reports To: Investment Sales Vice President, MGA
Department: Individual Wealth
Term: Permanent Full-Time
Location: Manitoba/Saskatchewan/Northwestern Ontario
Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment.
What you will be doing:
Manage relationships, MGAs and Advisors in the GTA territory
Achieve sales targets for Segregated Funds and Annuity products
Introduce new Advisors to Equitable's investment products
Build relationships with producers through seminars, case consultation and joint fieldwork
Deliver presentations to small and large groups of Advisors
Provide product and marketing concept training to Advisors
Travel throughout the territory to meet clients and foster relationships
What you will bring:
5 years of financial industry experience, preferably with experience in marketing to Independent Advisors in a segregated or mutual fund environment
Strong previous results in sales and sales management are required
CFP, CLU, CHFC, TEP, designation preferred
Highly developed interpersonal, analytical and presentation (written & oral) skills
University or College degree in business would be an asset
Drivers license in good standing and access to a reliable vehicle
What’s in it for you:
A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
A high-performance and rewarding culture and experience
Annual vacation allowance, and company-paid benefits program
Car allowance and work travel expense program
Immediate enrollment into the company’s pension program with employer matching
Discounts on company products and service and access to exclusive employee perks
Regular EQ Together events focused on company togetherness and collaboration
As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.
This position is available due to an existing vacancy.
We're dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.
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