Coordinator, Sales

Lysander Funds Limited; Vancouver; On-site; CAD 60,000 - 75,000; Full time

Job summary

Lysander Funds Limited in Vancouver is seeking a Coordinator, Sales to support our Sales Teams across Western Canada. This full-time role focuses on managing advisor communications and helping grow relationships with existing and prospective Investment Advisors in the region.

Reporting to the Vice President, Sales Operations, you will collaborate with marketing, compliance, and CRM teams, develop presentations, and help prioritize activities in a fast-paced, professional environment.

Qualifications

• College diploma or undergraduate degree required.
• Familiarity with the financial services industry, including products and regulations.
• Good organizational skills with a high attention to detail.
• High quality written and verbal communication skills.
• Professional knowledge of MS Office (Word, Excel, Outlook, PowerPoint).
• Ability to work collaboratively to achieve team goals.

Responsibilities

• Manage and support sales territories through inbound and outbound advisor communications.
• Work closely with the sales teams to proactively manage schedules and priorities.
• Assist in the development of presentations and marketing kits.
• Support the administration of CRM software and other programs.
• Support marketing and compliance efforts as needed.
• Other duties as assigned.

Skills

Communication

Team collaboration

MS Office

Attention to detail

Written & verbal skills

Education

College diploma or undergraduate degree

Tools

CRM software

Job description

Lysander Funds is an independent Investment Fund Manager with head office in Toronto and regional offices in Montréal and Vancouver. We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and flexibility.

The Coordinator, Sales will work closely with our Sales Teams in Vancouver to manage regions of existing and prospective Investment Advisors in Western Canada. The Coordinator will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales.

This role reports to the Vice President, Sales Operations. This is a full-time role working from the Vancouver office of Lysander Funds with an expected annual compensation range of $60,000–$75,000, commensurate with experience and qualifications.

Responsibilities

• Manage and support sales territories through inbound and outbound advisor communications.
• Work closely with the sales teams to proactively manage schedules and priorities.
• Assist in the development of presentations and marketing kits.
• Support the administration of CRM software and other programs.
• Support marketing and compliance efforts as needed.
• Other duties as assigned.

Qualifications

• College diploma or undergraduate degree
• Familiarity with the financial services industry, including products and regulations.
• Good organizational skills with a high attention to detail.
• High quality written and verbal communication skills.
• Professional knowledge of MS Office (Word, Excel, Outlook, PowerPoint).
• Ability to work collaboratively to achieve team goals.

Lysander Funds is proud to be an Equal Opportunity and Aff...

We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to [e-mail]. Your information will be treated as confidential.

We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.

Deadline for applications:December 4th, 2026