Account Executive – Advisor Wealth Technology

Equisoft

Account Executive managing B2C business across Canada for Equisoft. Qualifying leads and building sales pipelines while fostering relationships with financial advisors and firms.

Posted 6/30/2026full-timeMontreal • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full sales cycle management, from lead qualification to closing, while effectively collaborating with marketing and sales leadership to drive revenue growth. Proficient in CRM systems and bilingual in French and English, with a strong focus on building relationships within the Canadian advisor market.

Highest-signal resume keywords

Full Sales Cycle ManagementLead QualificationCRM ProficiencyBilingual (French and English)New Business Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Quota AchievementCustomer ServiceProposal DevelopmentRevenue ForecastingPipeline Management

Soft Skills

CollaborationNegotiationCommunicationRelationship BuildingUrgency Creation

Tools & Technologies

HubSpotCRM Systems

Certifications & Qualifications

Technical Bachelor's Degree

Industry Keywords

Independent AdvisorsCanadian Advisor MarketOutbound PipelineProduct DemonstrationWebinars

About the role

Key responsibilities & impact

Qualify and convert inbound leads while building a self-sourced outbound pipeline.
Own the full sales cycle from first contact through product demonstration, trial, and close.
Collaborate with marketing and sales leadership to develop and execute campaigns and outreach programs that drive pipeline and meet revenue targets.
Develop a deep understanding of how independent advisors run their practice — and position Equisoft’s integrated suite (Equisoft/connect, Equisoft/plan, Equisoft/analyze, and Equisoft/lifeguide) as the solution that saves them time, strengthens client relationships, and keeps them compliant.
Generate outbound pipeline through targeted prospecting, LinkedIn outreach, referral networks, and industry research.
Attend conferences and events to build Equisoft’s presence in the Canadian advisor market and develop new business relationships.
Lead webinars and product demonstrations for prospective clients.
Translate platform capabilities into clear, practical value stories that resonate with advisors at every stage of the buying process.
Maintain accurate CRM records and pipeline hygiene.
Forecast revenue, conduct regular pipeline reviews, and use data to prioritize and accelerate deals.
Develop tailored proposals for prospective clients.
Create urgency to drive timely deal closure and negotiate pricing and contractual terms within company guidelines.

Requirements

What you’ll need

Technical Bachelor's Degree in any similar field
3-5 years of experience in customer facing, sales or business development role
Proven track record of meetings or exceeding sales quotas in a new business development role
Track record of significant success in customer service and sales
Proficiency in CRM systems (HubSpot experience a plus)
Ability to travel for events or clients locations all over Canada
Excellent knowledge of French and English (spoken and written)

Benefits

Comp & perks

Medical
Dental
Retirement Plan
Telemedicine Program
Employee Assistance Program
Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)