Regional Sales Coordinator

Canoe Financial; Toronto; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Premium health and dental benefits and

RRSP matching

Modern downtown office environment

Job summary

Canoe Financial is seeking a full-time Sales Coordinator to support our Toronto office. The candidate should be professional with strong verbal and written skills, able to multi-task, and organized to meet tight deadlines.

The role involves providing admin support to the sales team, coordinating events, managing CRM data in Salesforce, processing expenses, and arranging travel. A related post-secondary education is required and experience in the financial industry is an asset.

Qualifications

• Related post-secondary education is required.
• Experience in financial industry or a similar support role is an asset.
• Advanced knowledge of MS Word, Outlook, Excel and PowerPoint.
• Professional telephone manner.
• Excellent interpersonal and organizational skills.
• Ability to work well under pressure.
• Ability to work independently and in a team environment.
• Knowledge of the mutual fund industry is an asset.
• Knowledge of NI 81-105 is an asset.
• Experience with Salesforce is an asset.

Responsibilities

• Providing administrative support for the Toronto sales team.
• Scheduling and coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance.
• Sending weekly/monthly/quarterly thank you/congratulation cards.
• Coordinating printing of marketing materials.
• Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests.
• Maintaining all client related information in the CRM (Salesforce.com) database.
• Booking all travel including air, hotel and transportation for the sales teams.
• Processing the sales teams expenses and cheque requests.

Skills

MS Word

Outlook

Excel

PowerPoint

Telephone etiquette

Interpersonal skills

Organizational skills

Independent work

Team collaboration

Education

Post-secondary education

Tools

Salesforce

Job description

Canoe Financial is seeking a full-time sales coordinator to support the Toronto office. We are looking for a candidate that is professional, has strong verbal and written skills, is able to multi-task, work under tight deadlines and is well organized. As the organization continues to grow, the candidate must be willing and able to accept change and take on new tasks as required.

Key responsibilities

• Providing administrative support for the Toronto sales team
• Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance
• Sending weekly/monthly/quarterly thank you/congratulation cards
• Coordinating printing of marketing materials
• Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests
• Maintaining all client related information in the CRM (Salesforce.com) database
• Booking all travel including air, hotel and transportation for the sales teams
• Processing the sales teams expenses and cheque requests

Qualifications & Requirements

• Related post-secondary education
• Previous experience in the financial industry or a similar support role is an asset
• Advanced knowledge of MS Word, Outlook, Excel and PowerPoint
• Professional telephone manner
• Excellent interpersonal and organizational skills
• Ability to work well under pressure
• Ability to work independently and in a team environment
• Knowledge of the mutual fund industry
• Knowledge of National Instrument NI 81-105 is an asset
• Experience with Salesforce is an asset
• Working in an onsite setting

What we offer

• Premium health and dental benefits and RRSP matching.
• Modern downtown office environment.

Why work at Canoe Financial

Canoe Financial is one of Canada’s fastest-growing independent mutual fund companies, built on a culture of ownership, performance, and entrepreneurial drive. As an employee-owned firm, we move decisively, think independently, and empower our people to make real impact. Our values (Active. Independent. Focused.) guide how we manage money, how we build products, and how we work together.

You’ll be part of a conviction-led firm that excels by doing things exceptionally well and stands behind its award-winning investment solutions with discipline and expertise.

As a Canadian-owned and operated firm with deep roots across the country, we take pride in investing for Canadians, by Canadians. And in a firm that values initiative and accountability, strong performance naturally creates opportunities.

Canoe Financial manages over 24 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal.

$50,000.00 - $60,000.00

Salary will vary depending on factors such as experience, education and qualifications.

Performance Bonus

Eligible for a discretionary bonus based on your contributions.