Role summaryA Junior 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 responsibilitiesSupport business development initiatives through proactive inside-sales activity and consistent outreach to financial advisorsProspect and identify new advisor opportunities; qualify leads, schedulemeetings, and coordinate next steps with the District Vice PresidentConduct timely follow-up calls after all sales meetings to maintain momentum and advance pipeline opportunitiesRespond promptly to advisor inquiries related to product information, fund performance, processes, and required documentationPrepare and distribute product information, sales materials, presentations, and territory reporting as neededPartner with investment advisors by providing up-to-date portfolio insights, market information, and relevant marketing ideasWork collaboratively with the sales team to organize meetings, advisor events, webinars, and targeted campaignsLeverage available tools, CRM systems, resources, and analytics to support the District Vice President and optimize territory effectivenessAttend sales meetings with the Wholesaler as requiredQualificationsUniversity DegreeCanadian Securities Course preferred2+ years providing support to investment advisorsKeen interest and knowledge of capital markets – both fixed-income and equitiesInterest and ability in sales developmentOrganizational skills to effectively manage a territory activity rotationAbility to manage a high-volume pipeline and maintain strong responsiveness and attention to detailWorking knowledge of Salesforce, Microsoft Office,



and Morningstar is an assetKnowledge of National Instrument NI 81-105 is an assetWhy work at Canoe FinancialCanoe 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 career 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 ProfileCanoe 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.CompensationSalary will vary depending on factors such as experience, education and qualifications. This position is a commission-based role.Note to ApplicantsThis 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.

📌 Junior Inside Sales Representative (Calgary)
🏢 Canoe Financial
📍 Calgary