Sales Coordinator, AGF Capital Partners

AGF Management Limited; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading asset management firm in Toronto is seeking a Sales Coordinator to support business development and manage investor communications. The ideal candidate has 1-4 years of experience in sales or client service, proficiency in Microsoft Office, and excellent communication skills. This full-time position offers the opportunity to work in a dynamic financial environment.

Qualifications

• 1-4 years of experience in sales or client service within financial services is a plus.
• Proficiency in Microsoft Office and Outlook.
• Experience with CRM systems, preferably Salesforce.

Responsibilities

• Address investor requests and questions promptly by collaborating with the team.
• Support business development to increase sales and market share.
• Coordinate all aspects of Capital Partners’ events.

Skills

Communication skills

Microsoft Office proficiency

Organizational skills

Relationship-building skills

Attention to detail

Education

Related post-secondary education

Tools

CRM systems (Salesforce preferred)

Microsoft Outlook

Job description

Sales Coordinator, AGF Capital Partners

Location: Toronto, ON

Type: Full time

Posted: 30+ Days Ago

Job Requisition ID: R11130

About AGF :

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth. AGF emphasizes a disciplined approach, focusing on sound, responsible, and sustainable corporate practices. Our collective investment expertise spans fundamental, quantitative, and private investing, serving a wide range of clients including financial advisors, high-net-worth individuals, and institutional investors such as pension plans, sovereign wealth funds, and foundations.

About AGF Capital Partners :

The team is responsible for building a diversified alternatives business, focusing on growth in private equity, real assets, private credit, and liquid alternatives. We aim to develop and implement a strategic plan to create a multi-boutique alternatives business, complementing our public markets offerings and expanding our client value proposition. Operating with a flat, nimble structure, team members work across various tasks, leveraging AGF’s broad resources.

Our affiliates include:

• Kensington Capital Partners: A Toronto-based private equity and venture capital manager with $2.6 billion AUM.
• New Holland Capital: A New York-based multi-strategy asset manager with US$5.5 billion AUM.
• AGF | SAF Private Credit Management: A joint venture focused on mid-market direct lending in Canada.

Collectively, these manage approximately $12B in assets across various strategies.

Your Responsibilities :

• Address investor requests and questions promptly by collaborating with the team and service providers.
• Support business development to increase sales and market share.
• Coordinate due diligence requests from investors (RFPs, DDQs, data rooms).
• Assist in preparing meeting materials (PowerPoint, Word, Excel).
• Coordinate all aspects of Capital Partners’ events.
• Maintain client information in the CRM database.
• Respond to internal and client inquiries efficiently.
• Distribute outbound investor communications.
• Manage investor documentation and compliance requests.
• Perform ad hoc administrative tasks.

Your Qualifications :

• 1-4 years of experience in sales or client service within financial services is a plus.
• Related post-secondary education.
• Proficiency in Microsoft Office and Outlook.
• Excellent communication and relationship-building skills.
• Ability to manage multiple requests and projects.
• Strong organizational and planning skills, with sound judgment.
• Attention to detail and ability to meet deadlines under pressure.
• Initiative and ability to work independently and in teams.
• Experience with CRM systems, preferably Salesforce.
• Quick learner of new systems (e.g., Concur, Salesforce).
• Knowledge of the financial industry is advantageous.

No unsolicited agency referrals please.

AGF is an equal opportunity employer. Accommodations are available upon request for all recruitment stages. We prioritize qualifications and the ability to perform the job.

R11130

About Us

Invested in Discipline.

Our approach is based on three principles: Shared Intelligence, Measured Approach, and Active Accountability. These principles foster a disciplined, transparent, and consistent process that benefits our clients.

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