SALES COORDINATOR - FINANCIAL SERVICES

Recruiting In Motion - Eastern Ontario; Vancouver; On-site; CAD 65,000 - 75,000; Full time

Job summary

Recruiting In Motion - Eastern Ontario in Vancouver seeks a proactive Sales Coordinator to engage Investment Advisors, drive new opportunities, and schedule appointments for the Business Development team. The role emphasizes relationship-building, effective communication, and consistent follow-up to support sales growth.

Ideal candidates will have a college diploma or degree, strong communication skills, and familiarity with CRM tools.

Qualifications

• A college diploma or undergraduate degree is required.
• Strong verbal and written communication skills are essential.
• Experience in sales, customer service, or financial services is preferred.

Responsibilities

• Conduct a high volume of inbound and outbound calls to existing and prospective Investment Advisors across Western Canada.
• Introduce and promote investment products and services while generating interest and identifying opportunities.
• Build professional relationships with Investment Advisors through regular communications and follow-ups.
• Schedule qualified appointments for Business Development Representatives and other sales team members.

Skills

Outbound calls

Communication skills

Relationship management

Organizational skills

Education

College diploma or undergraduate degree

Tools

CRM system

Microsoft Office

Job description

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. Successful candidates will have the opportunity to progress into Business Development Representative (BDR), Wholesaler, and potentially Sales Management positions as the organization continues to grow.

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.

Eligibility

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