SALES COORDINATOR - FINANCIAL SERVICES

Recruiting in Motion; Vancouver; On-site; CAD 65,000 - 75,000; Full time

Job summary

Recruiting in Motion, Vancouver, is seeking a Sales Coordinator for a leading financial services firm. You will engage with existing and prospective Investment Advisors, promote investment products, and coordinate appointments for the Business Development team.

The role requires phone communication, relationship building, and a drive to develop skills in sales and business development. Location is downtown Vancouver; schedule is M-F, 9-5, permanent full-time.

Qualifications

• College diploma or undergraduate degree in any discipline is required.
• Experience in sales, customer service, or financial services is preferred.
• Comfortable making frequent outbound calls and engaging with clients.
• Strong verbal and written communication and relationship-building skills.
• Experience with CRM systems and scheduling/coordination is a plus.

Responsibilities

• Conduct a high volume of inbound/outbound calls to Investment Advisors.
• Promote investment products and generate business opportunities.
• Schedule qualified appointments for the Business Development team.
• Maintain records of interactions in the CRM and support sales initiatives.
• Coordinate calendars, marketing materials, and promotional packages.

Skills

Outbound calls

Relationship building

Sales

Communication

CRM experience

MS Office

Education

College diploma or undergraduate degree

Tools

MS Office

Job description

Recruiting in Motion is a successful and dynamic professional employment agency that has become deeply integrated into Metro Vancouver’s business sector as the go-to agency for the recruitment and placement of outstanding employees. BC-owned and operated, we ensure all our candidates — temporary, contract, permanent, or executive candidates- are provided with exciting and impressive employment opportunities. In fact, we are ranked as one of Growth 500 Canada's fastest-growing companies, and we represent BC's TOP Employers!

About Our Client

Our client is a well-established and rapidly growing financial services organization seeking to recruit a motivated and ambitious Sales Coordinator for its Vancouver office.

This is an excellent opportunity for someone looking to establish or advance their career in the financial services and investment industry. Working closely with an experienced sales team, you will be responsible for engaging with existing and prospective Investment Advisors, generating business opportunities, promoting investment products, and coordinating appointments for the Business Development team.

The ideal candidate is confident communicating over the phone, enjoys building professional relationships, and is motivated to develop their sales and business development skills.

This is more than just a coordination role – it offers a clear career development path.

Location: Vancouver, BC (Downtown)
Employment Type: Permanent, Full-Time
Work Schedule: Monday to Friday, 9:00 AM – 5:00 PM
Salary: $65,000 – $75,000 annually (depending on experience)
Start Date: ASAP

Key Responsibilities

Sales & Business Development

• Conduct a high volume of inbound and outbound calls to existing and prospective Investment Advisors across Western Canada.
• Introducing and promote investment products and services while generating interest and identifying potential business opportunities.
• Build and maintain strong professional relationships with Investment Advisors through consistent communication and follow-up.
• Proactively engage prospective contacts, understand their interests, and create opportunities for the sales team.
• Schedule qualified appointments and meetings for Business Development Representatives and other members of the sales team.
• Maintain regular communication with assigned territories to support ongoing sales and business development activities.

Sales Coordination & Administration

• Work closely with the sales team to coordinate schedules, appointments, calendars, and daily priorities.
• Assist with the preparation of sales presentations, marketing materials, and promotional packages.
• Maintain accurate records of advisor interactions, follow-ups, and sales activities within the CRM system.
• Provide administrative support to ensure the smooth execution of sales initiatives.
• Assist with marketing, compliance, and other sales-related projects as required.

Qualifications & Requirements

• A college diploma or undergraduate degree in any discipline is required.
• Previous experience in sales, customer service, relationship management, or financial services is preferred.
• Exposure to banking, insurance, wealth management, investment services, mortgage lending, real estate, or leasing would be considered an asset.
• Comfortable making frequent outbound calls and engaging with prospective and existing clients.
• Excellent verbal and written communication skills, with the ability to build rapport and maintain professional relationships.
• Strong interpersonal skills and confidence communicating with business professionals.
• Self-motivated, hardworking, and driven to achieve goals and contribute to sales growth.
• Highly organized, adaptable, and detail-oriented, with the ability to manage multiple priorities.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to work independently while contributing effectively within a collaborative team environment.

Additional Assets (Not Mandatory)

• Familiarity with the investment management or wealth management industry.
• Knowledge of mutual funds, ETFs, and other investment products.
• Canadian Securities Course (CSC), IFIC, or other relevant financial industry licensing.

Compensation & Career Development

• Competitive base salary of $65,000–$75,000 annually, with flexibility for candidates with strong relevant experience.
• Permanent, full-time employment.
• Monday-to-Friday schedule, 9:00 AM–5:00 PM.
• Opportunity to join a growing organization with an entrepreneurial and collaborative culture.
• Structured opportunities for career advancement into Business Development Representative, Wholesaler, and future Sales Management roles.

All applicants must have legal permission to work in Canada and require a valid Work Permit and Social Insurance Number.

Visit our website www.recruitinginmotion.com for a complete listing of all our exciting job opportunities. There is no fee to job seekers.

We are Vancouver's #1 Employment Agency and represent BC's top employers!