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Added 37 mins ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works…
Added 53 mins ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
TD Securities (TDS) is one of the world's leading wholesale banks with operations spread across 15 offices globally. It provides a full suite of products and services to corporate and…
Added 1 hour ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 3 hours ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
TD Securities (TDS) is one of the world's leading wholesale banks with operations spread across 15 offices globally. It provides a full suite of products and services to corporate and…
Added 3 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
TD Securities (TDS) is one of the world's leading wholesale banks with operations spread across 15 offices globally. It provides a full suite of products and services to corporate and…
Added 7 hours ago
BC
Associate – Operations
Beedie Capital
Vancouver, BC
- $70,000 to $90,000 CAD / year
- Full-time
…discipline across the business, and execute the processes that support our investment, people, and go-to-market functions. The skillset mirrors what you would find in a strong revenue…
Added 16 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 1 day ago
Associate, Direct Activation
WPP Media
Toronto, ON
As an Associate (Assistant), Direct Activation, you will play an important role in bringing our clients’ media strategies to life and you will gain hands-on experience across the full media…
Added 1 day ago
Associate, Direct Activation
WPP Media
Toronto, ON
As an Associate (Assistant), Direct Activation, you will play an important role in bringing our clients’ media strategies to life and you will gain hands-on experience across the full media…
Added 1 day ago
Associate, Direct Activation
WPP Media
Toronto, ON
As an Associate (Assistant), Direct Activation, you will play an important role in bringing our clients’ media strategies to life and you will gain hands-on experience across the full media…
Added 1 day ago
CC
Retail Sales Associate
Canna Cabana
Ottawa, ON · Rideau, Ottawa, ON
- Part-time
…cannabis consumer, with wholly-diversified and fully-integrated operations across all components of cannabis,…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 2 days ago
T
Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 2 days ago
T
Personal Banking Associate (Full time)- Beauport
TD
Quebec, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 days ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 days ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 days ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
The Business Operations Partner is a key support role within the team, providing a hybrid of executive support, operational coordination, marketing/proposal development, and administrative…
Added 2 days ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
The Business Operations Partner is a key support role within the team, providing a hybrid of executive support, operational coordination, marketing/proposal development, and administrative…
Added 2 days ago
Customer Experience Associate - Brossard, QC - 15 hours/week
Scotiabank
Brossard, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 days ago
Customer Experience Associate - Parc & Fairmount, Montreal, QC - 18.75 hours/week
Scotiabank
Montreal, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 days ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Associate role supports a large advisory team consisting of two Investment Advisors (IAs, five Investment Associates and three Client Service Associates (CSA). This role…
Added 2 days ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 days ago
T
Personal Banking Associate
TD
Winnipeg, MB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…

Beedie Capital

Associate – Operations

Vancouver, BC, Canada

$70,000 to $90,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $70,000 to $90,000 CAD / year
Job type: Full-time
Apply by: Nov 24, 2026
Experience: 3–5 years of experience in operations, strategy & operations, revenue operations, or a similarly analytical execution role
Posting language: English
Posted: Oct 26, 2026

Original job description

Beedie Capital is a multi-strategy direct investment platform that manages the alternative investments of Beedie, one of the most successful real estate developers in Western Canada. Focusing primarily on the Metals & Mining and Technology sectors, we combine the strategic capabilities of an institutional investment platform with the entrepreneurial mindset of a privately owned business.

We are a dynamic, fast-scaling platform that has successfully deployed over $1 billion in capital in the last 5 years and are actively seeking top-tier candidates to join our platform and help foster our next phase of growth.

Position Overview

This role sits at the center of the firm's operating infrastructure. You will manage our CRM environment day-to-day, maintain reporting discipline across the business, and execute the processes that support our investment, people, and go-to-market functions. The skillset mirrors what you would find in a strong revenue operations professional, but the scope is broader. You will operate across every function of the firm, not just sales.

The work spans CRM operations, reporting, project execution, and cross-functional process management. You will drive clarity, accountability, and follow-through across multiple concurrent workstreams. This is a role for someone who finds satisfaction in keeping systems clean, data accurate, and processes running.

You will be expected to leverage AI tools to improve how you work. We are actively building AI into the firm's operations, and this role will be on the front line of applying those tools day-to-day.

Key Responsibilities
Sales & Marketing Ops

Operate HubSpot day-to-day: reporting, data hygiene, workflow automation, and pipeline tracking
Build and maintain dashboards that surface pipeline health, conversion metrics, and campaign performance
Keep marketing materials organized, accessible, and current across the team
Identify and flag manual workflows that could be automated to improve efficiency

Investment Ops

Operate HubSpot deal tracking on the investment side, ensuring clean data from sourcing through close
Manage project management workflows and task tracking for deal execution, process implementations, and cross-functional initiatives
Maintain SharePoint document structure, governance, and accessibility of key investment documents
Maintain data integrity across all operational systems (HubSpot, ClickUp, SharePoint)
Execute on new system implementations and process changes, driving timelines and stakeholder accountability

People Ops

Build and maintain a hiring database to support recruiting operations and candidate tracking
Develop and maintain a structured onboarding process

Reporting & Data

Generate monthly, quarterly, and annual reports on time and with consistent accuracy
Assemble final deliverables across all data sources, including Addepar outputs from other team members
Serve as the central data steward for the business - ensure data is clean, consistent, and reliable across all systems
Improve and promote routine data entry standards across the team
Use AI tools to accelerate report generation, data cleaning, and identification of inconsistencies across systems

Ad Hoc & Operational Support

Provide operational follow-through on ad hoc initiatives, including task tracking, status updates, and accountability loops
Continuously improve how you execute within existing systems, including thoughtful use of AI tools where appropriate

Desired Skills and Experience

3–5 years of experience in operations, strategy & operations, revenue operations, or a similarly analytical execution role
Strong CRM experience (HubSpot preferred), including workflow configuration and reporting
Demonstrated comfort using AI tools (e.g., ChatGPT, Claude, Copilot) to improve speed and accuracy in operational work
Proven experience improving funnel visibility, reporting, or forecasting processes
Track record of executing structured processes and driving accountability across teams
Strong analytical skills with a data-first approach to problem-solving
Experience managing projects using tools such as ClickUp, Asana, or similar
High attention to detail, ownership mindset, and comfort operating with sensitive information
Bias towards action, with a preference for executing and refining over waiting for perfect conditions

We thank all candidates for their interest but only those applicants selected for an interview will be contacted. No telephone calls or recruitment agencies will be accepted.

We value your interest in Beedie Capital. While we can only respond to shortlisted applicants, we will keep your information on file and consider you for future opportunities as they come available.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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More about this job

Responsibilities

Manage the firm's CRM, operational systems, reporting, and data quality across sales and marketing, investment, and people functions. Coordinate projects and process changes, maintain hiring and onboarding workflows, and use AI tools to improve operational efficiency and reporting accuracy.

Requirements

Candidates should have 3–5 years of experience in operations, strategy and operations, revenue operations, or a similar analytical execution role, with strong CRM experience and preferably HubSpot expertise. They should demonstrate analytical ability, project execution, process improvement, cross-team accountability, attention to detail, and practical use of AI tools.

Skills

HubSpot CRM Operations
Workflow Configuration
Reporting And Dashboarding
Data Hygiene
Pipeline Tracking
Marketing Operations
Investment Operations
Project Management
Cross-Functional Process Management
SharePoint Governance
ClickUp
Recruiting Operations
Onboarding
Data Stewardship
AI Tools
Analytical Problem-Solving

Visa sponsorship

Not detected in the job text

Keywords

Beedie Capital
Alternative Investments
Metals And Mining
Technology
Revenue Operations
HubSpot
CRM
Workflow Automation
Pipeline Tracking
Dashboards
Conversion Metrics
Campaign Performance
Investment Deal Tracking
ClickUp
SharePoint
Addepar
Data Integrity
Data Stewardship
Reporting
Forecasting
Project Management
Recruiting Operations
Candidate Tracking
Onboarding
Artificial Intelligence
ChatGPT
Claude
Copilot
Process Improvement
Cross-Functional Operations

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