Sales Solution Analyst

Peoples-Trust-Company; Toronto; Hybrid; CAD 65,000 - 75,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive salary + benefits

RRSP matching

Profit sharing

Generous paid time off

Well-being program

Job summary

Peoples Group is seeking a detail-oriented analyst/coordinator to support client onboarding, documentation, and cross-functional coordination in a hybrid Toronto office. Responsibilities include organizing meetings, maintaining records in JIRA/Confluence, and ensuring timely delivery across multiple workstreams.

The role emphasizes process improvements, stakeholder collaboration, and proactive problem solving in a fast-paced environment. Relocation may be required for non-local candidates.

Qualifications

• 1-4 years of experience in an Analyst, Coordinator, Operations, Project Support, Client Support, Business Support, or similar role.
• Bachelor's degree in a related field is considered an asset.
• Exceptional organizational skills with a strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Experience coordinating meetings, capturing key discussion points, tracking action items, and maintaining accurate project or team documentation.
• Strong problem-solving and critical thinking skills, with the ability to identify issues, analyze information, and support the development of practical solutions.
• Strong documentation skills with the ability to create, maintain, and organize process documentation, repositories, and operational records.
• Excellent written and verbal communication skills, with the ability to interact professionally and confidently with clients and internal stakeholders (technical and non-technical).
• Demonstrated ability to build effective working relationships, collaborate across teams, and support stakeholders with a customer-focused mindset.
• Proven ability to facilitate discussions, gather requirements, and collaborate effectively with diverse stakeholder groups to generate actionable insights.
• Self-motivated, proactive, and eager to learn, with a willingness to take ownership of tasks and continuously improve processes and ways of working.
• Experience working with collaboration and workflow tools such as JIRA, Confluence, Adobe Acrobat
• Proficiency with the Microsoft Office applications, including Outlook, Excel, Word, PowerPoint, Power BI
• Experience working with identity and access management tools such as AdminUI; familiarity with APIs is considered an asset
• Experience working with CRM platforms such as Dynamics 365, or familiarity with sales and customer lifecycle processes, is considered an asset.

Responsibilities

• Coordinate and support client onboarding and sales-related administrative processes, ensuring requests, documentation, and system updates are completed accurately and on time.
• Prepare, review, and maintain key client and solution documentation, performing quality assurance checks to ensure information is complete, accurate, and aligned across systems and repositories.
• Manage and maintain records within tools such as JIRA and Confluence, ensuring activities, documentation, and status updates are current and well organized.
• Organize meetings and working sessions by scheduling invitations, preparing materials, capturing notes, documenting action items, and following up on outstanding deliverables.
• Maintain team knowledge repositories, process documentation, and supporting resources to ensure information is accessible, accurate, and up to date.
• Act as a key coordination point between clients and internal stakeholders, helping facilitate communication and ensuring requests are directed to the appropriate teams.
• Monitor and track activities across multiple workstreams, escalating risks, issues, or dependencies when appropriate and helping ensure commitments are delivered as expected.
• Support process improvement initiatives by identifying opportunities to simplify workflows, improve documentation standards, and enhance operational efficiency.
• Leverage strong organizational skills and attention to detail to ensure tasks are completed accurately, deadlines are met, and stakeholders remain informed throughout the lifecycle of an initiative.
• Drive change and improvement by taking initiative to solve problems and enhance processes within a fast-paced environment.

Education

Bachelor's degree

Tools

JIRA

Confluence

Adobe Acrobat

Microsoft Office

Power BI

AdminUI

Dynamics 365

Job description

Description

We arehiring forthis position out of our Torontooffice . Successful candidates who apply outside of this area will be expected torelocateandresidein a location that is within a commutable distance.

About the role:

Are you someone who thrives on bringing structure to complexity? Do you enjoy organizing information,designing process efficiencies, coordinating across stakeholders, and ensuring nothing falls through the cracks? If you're naturally detail-oriented, curious, exceptionally organized, and enjoy turning ideas into actionable solutions, this opportunity may be a great fit.

About the day-to-day:

• Coordinate and support client onboarding and sales-related administrative processes, ensuring requests, documentation, and system updates are completed accurately and on time.
• Prepare, review, and maintain key client and solution documentation, performing quality assurance checks to ensure information is complete, accurate, and aligned across systems and repositories.
• Manage and maintain records within tools such as JIRA and Confluence, ensuring activities, documentation, and status updates are current and well organized.
• Organize meetings and working sessions by scheduling invitations, preparing materials, capturing notes, documenting action items, and following up on outstanding deliverables.
• Maintain team knowledge repositories, process documentation, and supporting resources to ensure information is accessible, accurate, and up to date.
• Act as a key coordination point between clients and internal stakeholders, helping facilitate communication and ensuring requests are directed to the appropriate teams.
• Monitor and track activities across multiple workstreams, escalating risks, issues, or dependencies when appropriate and helping ensure commitments are delivered as expected.
• Support process improvement initiatives by identifying opportunities to simplify workflows, improve documentation standards, and enhance operational efficiency.
• Leverage strong organizational skills and attention to detail to ensure tasks are completed accurately, deadlines are met, and stakeholders remain informed throughout the lifecycle of an initiative.
• Drive change and improvement by taking initiative to solve problems and enhance processes within a fast-paced environment.

About the qualifications:

• 1-4 years of experience in an Analyst, Coordinator, Operations, Project Support, Client Support, Business Support, or similar role.
• Bachelor's degree in a related field such as Business, Information Technology, Communications, Project Management, or a related discipline is considered an asset.
• Exceptional organizational skills with a strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Experience coordinating meetings, capturing key discussion points, tracking action items, and maintaining accurate project or team documentation.
• Strong problem-solving and critical thinking skills, with the ability to identify issues, analyze information, and support the development of practical solutions.
• Strong documentation skills with the ability to create, maintain, and organize process documentation, repositories, and operational records.
• Excellent written and verbal communication skills, with the ability to interact professionally and confidently with clients and internal stakeholders (technical and non-technical).
• Demonstrated ability to build effective working relationships, collaborate across teams, and support stakeholders with a customer-focused mindset.
• Proven ability to facilitate discussions, gather requirements, and collaborate effectively with diverse stakeholder groups to generate actionable insights.
• Self-motivated, proactive, and eager to learn, with a willingness to take ownership of tasks and continuously improve processes and ways of working.
• Experience working with collaboration and workflow tools such as JIRA, Confluence, Adobe Acrobat
• Proficiency with the Microsoft Office applications, including Outlook, Excel, Word, PowerPoint, Power BI
• Experience working with identity and access management tools such as AdminUI; familiarity with APIs is considered an asset
• Experience working with CRM platforms such as Dynamics 365, or familiarity with sales and customer lifecycle processes, is considered an asset.

About us:

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada's economic future. With offices in Vancouver,Calgaryand Toronto, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four corebehaviors: Grit to Grow , Connect to Collaborate , Putting Clients First , and Owning the Outcome . We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians.Above all, wevalue people, build meaningful relationships, focus on individual strengths, and approach our work with passion.

About the work environment:

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically,you'llbe working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.

We offer:

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
• Competitive salaries, profit sharing, RRSP matching and benefits from day one.
• Generous paid time off to help achieve a healthy work-life balance.
• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

Compensation:

The expected salary for this role isapproximately $65,000.00- $75,000.00 annually. Actual compensation may vary based on experience, skills, and qualifications.

NOTE: This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.

We value and celebrate individuality while fostering an inclusive workplace for everyone. Ifthere'sany way we can support or accommodate you during the selection process, pleasedon'thesitate to let us know.