Sales Analyst, Investments

Via Benefits by WTW; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Sales Analyst for their Investments team in Toronto. The role involves supporting business growth by managing RFP proposals, maintaining client databases, and ensuring compliance with regulations. Ideal candidates should have an undergraduate degree, experience in financial markets, and strong communication skills.

Qualifications

• 1-3 years of experience required.
• Progress towards CFA designation is desirable.

Responsibilities

• Manage RFP proposals from drafting to submission.
• Maintain and update the CRM system with client activities.
• Create initial drafts of client presentations tailored to client needs.

Skills

Communication

Team-oriented

Detail-focused

Interest in financial markets

Education

Undergraduate degree

Tools

Excel

Job description

Join to apply for the Sales Analyst, Investments role at Via Benefits by WTW

Location: Toronto, Ontario, Canada

Employment type: Full-time

Job ID: 202502165

Description

As a Business Development Analyst on the Investments, Canada team, you will support the growth of our Investment business by partnering with institutional investors such as pension funds, endowments, and foundations across Canada. You'll be part of a team that prioritizes client needs and offers opportunities to engage in all stages of new business pursuits, including RFP responses, presentations, marketing, database management, competitor analysis, and CRM pipeline management.

The Role

• Manage RFP proposals from drafting to submission, coordinating responses across teams.
• Maintain and update the CRM system with client activities and information.
• Organize and maintain shared websites with proper document management.
• Ensure compliance with regulatory requirements and internal policies.
• Update presentation slides and proposal response libraries.
• Create initial drafts of client presentations tailored to client needs.
• Collect and verify necessary documents from clients and stakeholders.
• Review reports for accuracy and data integrity.

Qualifications

• Undergraduate degree with 1-3 years of experience.
• Progress towards CFA designation is desirable.
• Interest in financial markets.
• Strong communication skills, both oral and written.
• Team-oriented and detail-focused.
• Proficient in Excel.
• Ability to work independently, manage time, and meet deadlines.

Additional Information

Note: We do not offer employment-based non-immigrant visa sponsorship or assistance for this role.

Equal Opportunity Employer

We are committed to diversity and inclusion in the workplace.