Hybrid Sales Support Coordinator — Toronto

Capital Group; Toronto; Hybrid; CAD 66,000 - 106,000; Full time

Benefits offered by this job

Time off + health benefits

Matching gifts & annual grants

Professional development resources

Job summary

Capital Group in Toronto is hiring a Sales Support Coordinator to partner with external Sales Force Members in Ontario. You will provide essential administrative support by scheduling client meetings, coordinating travel for the wholesaler, and managing outbound communications.

The role requires coordinating complex meetings, using Salesforce, and maintaining client profiles while ensuring timely compliance paperwork and reports.

Qualifications

• Bachelor's degree preferred, with business focus.
• 1–3 years of solid background in sales/marketing, including calling in the financial industry.
• Strong organizational and time management skills.
• Proficiency with Microsoft Office Suite and Salesforce; ability to leverage AI.

Responsibilities

• Schedule client meetings with financial advisors and arrange travel for the wholesaler.
• Make outbound calls and send scheduling emails; follow up on meeting requests.
• Plan events, secure venues, coordinate catering and invitations; track RSVPs.
• Utilize CRM tools (Salesforce) to maintain client profiles and send marketing materials; prepare compliance docs.
• Track expenses and promotional activities; ensure compliance with policies and regulations.
• Provide administrative support, including daily and weekly sales reports.

Skills

Sales experience

CRM

Microsoft Office

Communication

Education

Bachelor's degree in business

Tools

Salesforce

MS Office

Job description

Capital Group in Toronto is hiring a Sales Support Coordinator to partner with external Sales Force Members in Ontario. You will provide essential administrative support by scheduling client meetings, coordinating travel for the wholesaler, and managing outbound communications.

The role requires coordinating complex meetings, using Salesforce, and maintaining client profiles while ensuring timely compliance paperwork and reports.