Sales Support Coordinator

703 CIAM Capital Int Asset Mgt(CA); Toronto; Hybrid; CAD 66,000 - 106,000; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

Charitable matching gifts

Professional development resources

Group retirement plan contribution

Job summary

Capital Group in Toronto is seeking a Sales Support Coordinator to schedule client meetings with financial advisors, coordinate events, and handle CRM activity using Salesforce. You will prepare compliance documents, track expenses, and provide daily and weekly sales reporting while delivering exceptional service to clients and internal stakeholders.

The role requires a bachelor’s degree in business and 1–3 years in sales or marketing within the financial industry, strong organizational skills,

Qualifications

• Bachelor’s degree with a preference in business.
• 1-3 years of sales/marketing experience, including calling in the financial industry.
• Strong customer service mindset and ability to anticipate client needs.
• Excellent organizational and time management skills.
• Experience coordinating complex meetings and events across multiple locations.

Responsibilities

• Schedule client meetings with financial advisors and arrange travel for the wholesaler.
• Make outbound calls, send scheduling emails, follow up on meeting requests.
• Plan events, secure venues or restaurants, coordinate catering, send invitations, and track RSVPs.
• Utilize scheduling tools in our CRM system (Salesforce), maintain client profiles, send out marketing materials and complete ad hoc requests.
• Prepare compliance documents.
• Track and monitor expenses and business promotional activities in a timely and accurate manner, ensuring all expenses and activities comply with company policies and industry regulations.
• Provide administrative support, including maintaining daily and weekly sales reports.

Skills

Sales

Customer service

Communication

Organization

Meeting coordination

Team player

Problem solving

Time management

Microsoft Office

Salesforce

AI tools

Education

Bachelor's degree in business

Tools

Salesforce

Microsoft Office Suite

Job description

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options Receive 2-for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones

I can succeed as a Sales Support Coordinator at Capital Group.

Key Responsibilities

• Schedule client meetings with financial advisors and arrange travel for the wholesaler.
• Make outbound calls, send scheduling emails, follow up on meeting requests.
• Plan events, secure venues or restaurants, coordinate catering, send invitations, and track RSVPs.
• Utilize scheduling tools in our CRM system (Salesforce), maintain client profiles, send out marketing materials and complete ad hoc requests.
• Prepare compliance documents.
• Track and monitor expenses and business promotional activities in a timely and accurate manner, ensuring all expenses and activities comply with company policies and industry regulations.
• Provide administrative support, including maintaining daily and weekly sales reports.

Qualifications and Experience

• You have bachelor’s degree with a preference in business.
• You have 1-3 years of solid background in sales/marketing, including calling in the financial industry.
• You understand and anticipate the needs of customers and provide them with the highest level of service.
• You have strong organizational and time management skills.
• You’ve had previous experience coordinating complex meetings and events involving participants in multiple locations, compiling meeting agendas, reserving meeting spaces, and arranging catering and all details.
• Your background includes plenty of examples of times when you’ve taken initiative to raise issues, solve problems and get things done.
• You can work independently and as part of a team.
• You have proficiency in Microsoft Office Suite and Salesforce, and you can leverage AI to work effectively.
• You are a collaborative team player who thinks outside the box to find creative solutions.
• You have strong attention to detail, and able to identify potential issues or problems before they arise then take proactive steps to address them.

Benefits & Compensation

• Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options Receive 2-for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones
• Capital offers a competitive compensation package that includes eligibility for two bonus programs and a contribution to the group retirement plan (subject to requirements of each plan).
• Temporary positions are excluded from the above-mentioned compensation and benefit plans.
• Canada Base Salary Range: $66,328.00 - $106,125.00

Work Schedule

The role requires 4 office days in our downtown Toronto office on Mon. Tues. Wed. and Thurs. and allows 1 WFH days on Fri.

Location

Based in the Toronto office.

We use Artificial Intelligence (“AI”) enhanced tools that include features to help us match the skills and interests that applicants provide in their resume and job application to the position requirements. Such AI features support our hiring team to make final hiring or assessment decisions. All AI features utilized in our technologies include a human in the loop approach.

We welcome and encourage applications from people with disabilities. If you require accommodation during the recruitment and selection process, please let our Talent Acquisition team know.

We are an equal opportunity employer, which means we comply with applicable laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of a protected ground, including race, religion, age, gender, disability, sexual orientation and marital/family status.