CRM Developer & Business Development Associate

Caldwell Investment Management Ltd.; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading investment management firm in Toronto is looking for a dynamic CRM Developer & Business Development Associate. This hybrid role involves managing the CRM system and executing marketing initiatives. Candidates should have 3-5 years of experience in CRM management within financial services and strong communication skills. The position offers competitive compensation and a collaborative team environment.

Benefits

Competitive base pay

Bonus opportunities

Group benefits

Ongoing mentoring and coaching

Qualifications

• 3–5 years of experience in a CRM development and management role, preferably within financial services.
• Extensive experience with CRM platforms, marketing automation tools, and data reporting.
• Demonstrated ability in designing and maintaining custom CRM dashboards that integrate data from multiple systems.

Responsibilities

• Customize and manage the CRM system to align with firm-wide processes.
• Import data from various third-party sources into unified formats within Zoho CRM.
• Coordinate third-party CRM integrations and execute email marketing campaigns.

Skills

CRM development and management

Interpersonal and communication skills

Sales abilities

Project management skills

SQL

Python or R

Education

Post-secondary degree or diploma in Business Technology, Computer Science, or a related field

Tools

Zoho CRM

Microsoft Office

Adobe InDesign

Adobe Photoshop

WordPress

Job description

Overview

Caldwell Investment Management Ltd. is seeking a dynamic and detail-oriented CRM Developer & Business Development Associate to lead the optimization of our client engagement infrastructure and elevate our marketing execution. This hybrid role blends CRM system ownership with hands-on marketing responsibilities, ideal for a professional who thrives at the intersection of technology, process improvement, and sales. Reporting to the Senior Vice President, Sales and Corporate Development, this role will serve as the internal manager, responsible for all Caldwell Investment Management client communications and brand positioning through our relationship management (CRM) platform. The CRM Developer & Business Development Associate will seek to enhance the effectiveness of our sales efforts, improve data integrity, and support / participate in targeted marketing initiatives.

Key Responsibilities

• Customize and manage the CRM system to align with firm-wide processes and client engagement strategies
• Data integration – Import data from various third-party sources into unified formats within our Zoho CRM
• Build and optimize CRM workflows, automation rules, validation rules, and dashboards
• Generate reports and data analytics to uncover trends, sales insights, and campaign opportunities
• Coordinate third-party CRM integrations (email marketing, client portals, task management, etc.)
• Execute email marketing campaigns, track analytics, and manage contact segmentation
• Assist with internal / external content distribution
• Proactively make outbound sales calls at least 1–2 days per week to investment advisors across Canada, with a focus on lead generation, qualification, and initial relationship development
• Embrace cold calling as a key part of the role — we are seeking a candidate that enjoys connecting with new advisors and opening doors for the broader sales team
• Maintain strong product knowledge of Caldwell’s investment strategies to effectively position offerings during outreach
• Respond to advisor inquiries and follow up with appropriate marketing or fund materials as needed
• Collaborate on targeted marketing campaigns and outreach strategies with the broader sales and marketing teams
• Accurately log call notes, meeting details, and advisor interactions in our Zoho CRM in a timely manner

Qualifications & Experience

• 3–5 years of experience in a CRM development and management role, preferably within financial services
• Strong interpersonal, communication and sales abilities
• Post-secondary degree or diploma in Business Technology, Computer Science, or a related field
• Extensive experience with CRM platforms (Zoho preferred), marketing automation tools, and data reporting
• Demonstrated ability (or strong understanding) in designing and maintaining custom CRM dashboards that integrate data from multiple systems (e.g., Zoho CRM, Microsoft 365, third-party fund operations platforms like CIBC Mellon, and marketing tools such as Zoho Campaigns)
• Ability to scope technical requirements, identify integration methods (e.g., APIs, webhooks, data imports), and proactively address data compatibility, siloing, and security challenges in cross-platform environments
• Proficiency in Microsoft Office (especially Excel and PowerPoint), Adobe InDesign, Illustrator, Photoshop, and WordPress
• Strong project management skills with a proven ability to manage multiple deadlines and stakeholders
• Experience with SQL for managing large datasets and Python or R for CRM data manipulation, analysis, and reporting
• Familiarity with web scraping tools (e.g., Selenium) and anti-bot systems (e.g., 2Captcha, Capsolver) to enrich CRM and market intelligence
• Experience with data orchestration tools such as Airflow or Luigi to automate and schedule recurring data pipelines or workflows

What We Offer

• A comprehensive total rewards program including competitive base pay, bonus opportunities and group benefits
• Compensation that varies based on skills and demonstrated experience of the applicant
• A progressive and high-performing team environment
• Ongoing mentoring and coaching

About Caldwell Investment Management Ltd.

Caldwell Investment Management ("CIM") is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies. Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors. CIM is a growing firm with differentiated strategies designed for long-term return potential and diversification, with an emphasis on capital preservation.

Our Workplace

Join Caldwell and be part of our highly engaged and growing team, where employees :

• reach their full potential,
• consistently deliver high-quality client experiences; and

Applications, cover letters, and resumes may be sent to [e-mail]

Caldwell is an equal opportunity employer. Caldwell Investment Management Ltd. is committed to the principles of employment equity and diversity. We remove barriers in recruitment and selection processes and encourage equity-seeking groups, including people with disabilities, to apply. If you require accommodation, please notify us of your accessibility needs. Only those selected for an interview will be contacted.

No telephone inquiries please.

EEO and Accessibility

Caldwell is committed to accessibility. If you require an accommodation for any part of the recruitment process, please contact us.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Note: This description reflects the current requirements and responsibilities and may be subject to change.