Sales Associate – Enterprise Fintech

INVENT®

About INVENTINVENT® is an intelligent application and data enterprise platform purpose-built for wealth management and financial services. INVENT Cloud brings fragmented business information together into a harmonized Data Lakehouse and a trusted single source of truth, with data adapters connecting 100+ business applications. Its platform combines business intelligence, AI-ready data, intelligent workflow automation, and modular digital experiences to help firms improve decision-making and operational efficiency.

The OpportunityWe are seeking motivated applicants based in Canada who want to develop a career in enterprise fintech sales. Working with INVENT’s sales team, you will learn to explain and demonstrate how INVENT helps wealth management firms unify data, automate workflows, and deliver AI-enabled applications.

What You’ll Do· Learn INVENT Cloud, its Foundation, Evolution, and Invention offerings, and the enterprise sales process through structured training with the sales team.

· Research and engage prospective registered investment advisors, broker-dealers, wealth management organizations, and other financial services firms.

· Conduct outreach calls, coordinate discovery meetings, and present INVENT’s data, AI, workflow, and application capabilities using company-provided materials.

· Follow up with prospects, document activity, and maintain an organized sales pipeline and presentation schedule.

· Explain customer use cases, including consolidated data and reporting, Client 360 AI Assistant, AI-driven workflows, and role-specific portals; involve specialists for technical questions and later-stage opportunities.





· Build toward independently managing sales opportunities and agreed performance goals; introduce relevant offerings such as the Experience Builder, integrated application store, Developer Portal, and VIP Consulting Services when appropriate.

What We’re Looking For· Applicants based in Canada with solid interpersonal, communication, and presentation skills.

· People who are persuasive, dependable, organized, prepared, and eager to learn.

· Self-starters who enjoy speaking with prospects and are comfortable with repeated outreach.

· Interest in enterprise technology, fintech, and performance-based sales.

· No prior financial services experience required; relevant sales or customer-facing experience is helpful.

Training & CompensationThe program begins with 4–6 weeks of structured product and sales training, proposed as unpaid, followed by a formal Training Completion and Conversion Review. After six weeks of training, the position transitions to a paid role with a monthly base salary plus commissions, subject to applicable employment laws and onboarding requirements.

Why INVENT?Develop practical enterprise sales skills while learning to present a differentiated technology platform. INVENT’s offerings span a Foundation of connected data and analytics, an Evolution of personalized experiences and AI-enabled workflow automation, and Invention tools for custom applications and integrations. Work with an experienced fintech team and help financial services organizations modernize their operations.

Interested in building a career in enterprise fintech sales? We welcome applications from candidates based in Canada.

📌 Sales Associate (Canada)
🏢 Invent
📍 Canada