Sales Operations Coordinator - Financial Services

Lysander Funds Limited; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services firm in Toronto is seeking a full-time Coordinator, Sales to manage communication with investment advisors. The ideal candidate will possess a college diploma or undergraduate degree, with strong organizational, communication, and collaboration skills. This role is essential for supporting sales efforts and requires proficiency in MS Office and familiarity with the financial services industry. Applications should be submitted by February 16, 2026.

Qualifications

• Must have a college diploma or undergraduate degree.
• Familiarity with the financial services industry is preferred.
• Good organizational skills and attention to detail are necessary.
• High quality written and verbal communication skills are required.
• Professional knowledge of MS Office is essential.
• Ability to work collaboratively in a team environment.

Responsibilities

• Manage and support sales territories through advisor communications.
• Work closely with sales teams to manage schedules and priorities.
• Assist in developing presentations and marketing kits.
• Support CRM software administration and other programs.
• Assist with marketing and compliance efforts as needed.

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

Collaboration

MS Office proficiency

Education

College diploma or undergraduate degree

Tools

CRM software

Job description

A financial services firm in Toronto is seeking a full-time Coordinator, Sales to manage communication with investment advisors. The ideal candidate will possess a college diploma or undergraduate degree, with strong organizational, communication, and collaboration skills. This role is essential for supporting sales efforts and requires proficiency in MS Office and familiarity with the financial services industry. Applications should be submitted by February 16, 2026.