Directeur des ventes – Conseiller en technologie de gestion de patrimoine (AWT)

About Equisoft

Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet the challenges of digital transformation, thanks to a business needs‑driven approach, industry knowledge, cutting‑edge technologies and a multicultural team of experts across North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia.

Why Choose Equisoft

• ✓ Hiring location: Canada (Montreal or Quebec City)
• ✓ Work in office, hybrid or remote
• ✓ Full‑time permanent role
• ✓ 10+ benefits available day 1: medical, dental, retirement plan, telemedicine, employee assistance program, and more (Canada)
• ✓ 40 hours per week
• ✓ Educational support via LinkedIn Learning, LOMA courses and Equisoft University

Location

Ontario, Canada / Remote.

Role

The Sales Director – Advisor Wealth Technology (AWT) reports to the Senior Director, Customer Experience. The incumbent will build and own a new strategic sales vertical targeting advisor groups of 25‑500 users in the Canadian financial services market, representing approximately 800 firms that sit between our traditional B2C and enterprise segments. This is a ground‑floor opportunity to pioneer our approach to this underserved segment, combining consultative sales with partnership development to drive adoption of our Advisor Wealth Tech solutions.

Your Day with Equisoft

• Drive growth within the Advisor Wealth Technology segment by targeting advisory groups of 25–500 advisors, managing the full sales cycle from prospecting through negotiation and close.
• Build a deep understanding of the Canadian mid‑market landscape and develop account‑based sales strategies tailored to priority organizations.
• Develop and nurture strategic relationships across wholesale distribution networks, industry associations, and key referral partners. Establish partnership pathways where direct sales are not immediately feasible.
• Identify and participate in high‑value industry conferences and events aligned to the 25–500 advisor market; create differentiated sponsorship opportunities and contribute to webinars, workshops and other thought‑leadership initiatives.
• Execute multi‑channel outreach campaigns informed by market research, advisor pain points and relevant business triggers. Articulate a compelling value proposition that differentiates the offering within a competitive landscape.
• Translate complex technical concepts into clear, actionable insights that resonate with diverse buyer types. Develop mid‑market‑specific messaging tailored to compliance, sales efficiency and operational productivity priorities.
• Manage the entire sales pipeline, conduct regular business reviews, and deliver accurate revenue forecasts. Maintain clear rules of engagement with enterprise teams for accounts with centralization potential or large‑scale opportunities.
• Collaborate closely with Customer Experience, Marketing and Support teams to ensure seamless handoffs, aligned execution and an exceptional customer journey.

Requirements

Technical

• Bachelor's degree
• Minimum 5 years of B2B software sales experience, preferably in financial services technology
• Proven record of meeting or exceeding sales quotas in a new business development role
• Experience selling to financial advisors, wealth‑management firms or insurance distribution channels
• Strong understanding of the Canadian financial services landscape (MGAs, AGAs, IIROC, MFDA)
• Ability to navigate complex sales cycles with multiple stakeholders
• Proficiency in CRM systems (HubSpot experience a plus)
• Willingness to travel for events or client locations across Canada
• Excellent knowledge of French and English (spoken and written)

Soft Skills

• Self‑starter mentality with ability to thrive in ambiguous, entrepreneurial environments
• Excellent relationship‑building and consultative selling skills
• Customer‑driven and proactive
• Strong organization and prioritization skills
• Analytical and problem‑solving skills
• Ability to communicate, write and synthesize information
• Ability to multi‑task in a rapid‑paced environment
• Team spirit, tact, diplomacy, autonomy, rigor and discipline

Nice to Haves

• Experience selling wealth‑management technology, CRM, portfolio management or compliance solutions
• Existing relationships within Canadian advisory firms, MGAs or financial planning organizations
• Experience as a financial advisor, compliance professional or in financial services operations
• Experience building a territory or vertical from scratch
• Familiarity with account‑based marketing and selling methodologies
• Track record of successful referral partnership development

Equisoft is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.