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.
We’re looking for exciting individuals to work in partnership with our Investment Wholesaling team, by providing inside sales support to prospective Advisors, expanding our sales reach to allow our wholesalers to increase overall growth!
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: Inside Sales Associate – Bilingual (French/English)
Reports To: Director, Distribution Strategy, Planning and Support
Department: Individual Wealth
Term: Permanent Full-Time
Location: Ottawa/Atlantic Canada
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:
Conduct sales and provide support for new business for key advisors
Generate leads and create new contacts and relationships
Create advisor loyalty and trust via constant communication
Build and promote product knowledge via webinars
Respond to product related inquiries
Act a point of contact for Equitable partners
Create specialized and monthly status reports
Occasional travel may be required
What you will bring:
Bilingual skills in French and English are required
Relevant experience in the financial industry with a solid understanding of investment products
Demonstrated analytical, time-management, problem solving, negotiation and decision-making skills
Proven communication skills, including active listening and the ability to communicate clearly both verbally and in writing
Demonstrated presentation and training skills
Enjoys working in a fast-paced environment with tight deadlines and evolving priorities
Experience using Word, Excel, PowerPoint, Outlook and Teams. With the ability to learn and apply new system applications (including BMS and web portals).
Bilingual Mandarin is considered an asset
Flexibility to work outside of regular business hours as required.
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 healthy work-life balance with employee wellness top of mind
Annual bonus program, annual vacation allowance, and company-paid benefits program
Generous vacation package with one volunteer day to give back to a charity of your choice
Immediate enrollment in the company’s pension program with employer matching
Employee resource groups that support an inclusive work environment
Tuition support and specialized program assistance
An onsite full-service cafeteria with a variety of daily options
Discounts on company products and services, and access to exclusive employee perks
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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