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Added 10 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 10 mins ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Must have a proactive approach, be innovative, and strive for continuous process improvement
Added 10 mins ago
TT
Product & Sales Operations Coordinator
Threadcount Textile & Design
Toronto, ON
- Full-time
We're seeking a highly organized, proactive, and systems-savvy individual to join our team in a dynamic role that brings together product coordination, sales support, and digital operations.
Added 25 mins ago
M
Director, Sales
Microsoft
Toronto, ON
- Full-time
As a Sales Manager, you will drive transformation propelling both Microsoft and our clients towards achieving business outcomes. You will lead a team of sellers to execute Go to Market…
Added 40 mins ago
UO
Indigenous Co-op Coordinator
University of Victoria
Victoria, BC
- Full-time
The Indigenous Co-op Coordinator reports formally to the Associate Director, International, Indigenous and Strategic Initiatives, regarding Co-op, experiential learning and career service…
Added 54 mins ago
F
Senior Account Executive, Merchant Acquisition
Flexiti
Toronto, ON · Greater Toronto Area, Canada
- Full-time
You'll own the full sales cycle across Flexiti's existing verticals and play a key role in breaking into high-potential new categories. This is a high-visibility role with real income…
Added 1 hour ago
S
Field Sales Representative, East Coast (Part-Time)
Santevia
Canada
- Part-time
Carry out the sales programs and contests set by the Director of Retail, and track results in each store.
Added 1 hour ago
SP
Director of Growth and Enrollment
Sherpa People Solutions Inc.
Kimberley, BC
- Full-time
We're hiring: Director of Growth & Enrolment at Purcell Collegiate School.
Added 1 hour ago
DH
Director of Sales & Marketing
Delta Hotels and Resorts®
Sherbrooke, QC
- Full-time
Functions as the leader of the property’s sales department for properties with bookings over 300 peak rooms and significant local catering revenue. Manages the property's reactive and…
Added 1 hour ago
CC
Regional Sales Director
Canteen Canada
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Role Description The Regional Sales Director is a full-time, on-site role based in the Greater Montreal Metropolitan Area. This role is responsible for leading regional sales strategy,…
Added 1 hour ago
A
Associate Creative Director, Copy - Pharma
Accenture
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
As an Associate Creative Director, Copy, you will lead the development of branded, promotional copy and content for healthcare audiences, including healthcare professionals, patients, and…
Added 2 hours ago
CÉ
Directeur·trice, Ventes et Opérations des magasins-Director, Sales and Store Operations
Corbeil Électroménagers
Laval, QC
- Full-time
Position : Director, Sales and Store Operations
Added 2 hours ago
LS
Senior Director – Project Management Office
Lock Search Group
Markham, ON
- Full-time
An established and rapidly growing IT services organization is seeking a strategic and results-driven Senior Director to join their Greater Toronto based organization. The incumbent leader…
Added 2 hours ago
SH
Marketing Manager
Sandman Hotel Group
BC · West Vancouver, BC
- Full-time
The candidate must live in Vancouver; you’ll work a hybrid schedule out of our Support Center, located on West Broadway
Added 2 hours ago
TM
Senior Manager, Major Gifts
The Mel Jr. & Marty Zajac Foundation
Vancouver, BC
- Full-time
Work collaboratively with the President, Executive Director, Board members, and other organizational leaders to support donor cultivation and solicitation where appropriate, including…
Added 2 hours ago
M
Marketing Manager
Moxies
BC · West Vancouver, BC
- Full-time
The candidate must live in Vancouver; you’ll work a hybrid schedule out of our Support Center, located on West Broadway
Added 2 hours ago
HT
Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Title: Director, Global Marketing & Sales Enablement
Added 2 hours ago
C(
Director, Operations
Clarity (formerly Hiive)
Vancouver, BC
- Full-time
As Director, Operations, you will lead the department that supports Clarity’s commercial and go-to-market teams as well as the systems and data they rely on. You’ll build and improve the…
Added 2 hours ago
AI
Mechanical maintenance Supervisor
American Iron & Metal (AIM)
Montreal, QC
- Full-time
…metal recycling, decommissioning and demolition, auto-parts sales and recycling, manufacturing of solder assemblies, construction waste recycling, and production of customized industrial…
Added 2 hours ago
BC
Director, Client Enablement Analytics
BMO Capital Markets
Toronto, ON
- Part-time
Reporting to the Managing Director & Head of Client Onboarding, Client Tax Governance, and Client Operations, the Director is a senior leader who will build and lead the onboarding…
Added 2 hours ago
Account Executive (U.S. Skilled Market)
AlayaCare
Toronto, ON
At AlayaCare, our hybrid model includes two designated in-office collaboration days per week, Mondays and Wednesdays
Added 3 hours ago
SM
Senior Director, Clinical Trials Performance & Head of Operations, SPHERE CRO
St. Michael's Hospital
Toronto, ON
- Full-time
…and overseeing a team of approximately 50 people, the Senior Director will lead the execution of Unity’s clinical trials strategy, including the build of the Central Clinical Trials Unit,…
Added 3 hours ago
LC
Category Director, eCommerce
Loblaw Companies Limited
Toronto, ON
- Full-time
Reporting to the VP, Category Management with a dotted line to the VP, SDM Digital, the Category Director, eCommerce will lead our Online Exclusive business within SDM's rapidly growing…
Added 3 hours ago
S
Manager, Lifecycle Marketing
SAXX
Vancouver, BC
- Full-time
…performance and define areas of opportunity working closely with the Director, Digital…
Added 3 hours ago
SL
B2B Sales Director – Canada / United States (Future Expansion)
Soluflex Laurentides - Pearson RH
Montreal, QC
- Full-time
To support this growth, we are seeking an experienced B2B Sales Director with strong expertise in business development, sales management, and building high-performing sales teams.

Closed listing

Beutel, Goodman & Company Ltd.

Sales Coordinator

Toronto, ON, Canada

The base annual salary range is $65,000 - $75,000. · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: The base annual salary range is $65,000 - $75,000.
Job type: Full-time
Closing date: Mar 24, 2027
Posting language: English
Posted: Sep 25, 2026

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Original job description

Archived listing. The details below describe a past opening.

Overview

As a member of the Beutel Goodman Managed Assets team, the Sales Coordinator plays a critical role in supporting the sales, service, reporting, and operational needs of the team. The position coordinates administrative functions, produces sales and asset reports, maintains CRM data integrity, supports advisor and client inquiries, and helps ensure the smooth execution of team initiatives.

The Sales Coordinator serves as a key point of contact for internal stakeholders, investment advisors, and individual investors, providing prompt and professional service while coordinating a variety of operational and sales support activities. As the team’s Satuit CRM power user, the successful candidate will help drive data quality, reporting accuracy, and CRM adoption across the Managed Assets team.

The successful candidate will demonstrate exceptional organizational skills, attention to detail, strong communication capabilities, and the ability to manage multiple priorities effectively in a fast-paced environment.

Major Responsibilities

Sales Operations, Reporting & CRM Management (40%)

Serve as the team’s Satuit CRM power user, maintaining data quality, supporting users, generating reports, troubleshooting issues, and identifying opportunities to improve CRM utilization.
Maintain advisor, dealer, contact, newsletter subscriber, and distribution-list records within Satuit CRM, including updates for unsubscribed and bounced email addresses.
Update and maintain asset under management (AUM) information in Satuit CRM.
Generate and distribute daily and weekly mutual fund sales reports, including updating new dealer representative codes on the master list.
Generate weekly sales and AUM reports for Management and the BMO SMA Sales Report.
Prepare monthly CIBC SMA sales, mutual fund sales, mutual fund AUM, and BGMA comprehensive AUM reports.
Generate monthly mutual fund and SMA profile sheets and quarterly SMA profiles.
Provide updated master lists and distribution lists to the appropriate internal stakeholders, including Marketing.
Support data analysis and ad hoc reporting requests from Regional Directors and senior management.

Advisor & Client Service Support (25%)

Serve as a professional first point of contact for inbound telephone calls, emails, faxes, and administrative inquiries.
Monitor the Managed Assets inbox and respond to incoming requests in a timely and professional manner.
Address administrative service issues, including requests for duplicate tax slips, and coordinate resolution with the appropriate internal teams.
Redirect investment product, portfolio, and sales-related calls to the appropriate Business Development Associate or Regional Director.
Monitor incoming faxes and forward them to the appropriate departments.
Document relevant advisor interactions and service activity in Satuit CRM.
Build and maintain effective relationships with internal and external stakeholders.

Sales & Marketing Support (15%)

Create, update, and maintain PowerPoint presentations for client meetings, conferences, sales campaigns, and internal presentations.
Generate mutual fund and SMA profile sheets and support the preparation and distribution of sales collateral.
Check and manage inventory of hard-copy marketing materials.
Manage the distribution of Beutel Goodman promotional items to advisors and industry contacts.
Coordinate with Marketing on newsletter distribution lists, the annual holiday card, and distribution estimates.
Assist with the review of quarterly mutual fund and SMA commentaries and upload English and French mutual fund commentaries to the appropriate BGMA folder.

Team Administration & Coordination (15%)

Manage and track team expense reimbursement submissions to support timely processing.
Coordinate team travel arrangements, including booking flights and hotels and maintaining itineraries.
Support meeting logistics, event registration, conference administration, and internal team activities.
Review and maintain business continuity planning documentation.
Coordinate recurring administrative tasks assigned by region and assist with special projects and process improvement initiatives as required.

Compliance & Operational Excellence (5%)

Adhere to all compliance, regulatory, and legal guidelines.
Monitor the CASL two-year period limit rule for prospects and support compliant communication practices.
Ensure the accuracy of reports, client records, and operational processes.
Identify opportunities to improve workflow efficiency, data quality, and service levels across the Managed Assets team.

Qualifications

Experience in sales coordination, sales support, client service, administration, or the asset management industry.
Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
Strong verbal and written communication skills.
Demonstrated commitment to delivering outstanding client service.
Advanced proficiency in Microsoft Excel, Outlook, Word, and PowerPoint.
Experience preparing reports and working with complex or large datasets.
Hands-on experience with CRM software; Satuit CRM experience is considered a strong asset.
High attention to detail and accuracy.
Strong problem-solving and analytical capabilities.
Ability to work independently while collaborating effectively within a team environment.
Professional, proactive, and service-oriented mindset.
Knowledge of the investment management industry is considered an asset.
CSC or other industry-related coursework is considered an asset.
Bilingualism (English/French) is considered a strong asset. The ability to communicate effectively in additional languages is also highly valued.

This posting is for a current vacancy on our Managed Assets team. To apply, click here.

The base annual salary range is $65,000 - $75,000.

If you require any accommodations during the recruitment process, please email us at careers@beutelgoodman.com. A member of our HR team will reach out to you.

Note: Applications must be submitted through our application portal to be considered.

About employer

More about this job

Responsibilities

Coordinate sales operations, reporting, CRM data management, and advisor and client service for the Managed Assets team. Prepare sales materials and reports, support team administration and events, and maintain compliance and operational accuracy.

Requirements

Candidates should have experience in sales coordination, sales support, client service, administration, or asset management, along with strong organizational, communication, analytical, and client-service skills. Advanced Microsoft Office skills and CRM experience are expected; Satuit CRM, investment management knowledge, industry coursework, and English-French bilingualism are assets.

Skills

Sales Coordination
Client Service
Sales Reporting
CRM Management
Satuit CRM
Data Quality
Microsoft Excel
Microsoft Outlook
Microsoft Word
Microsoft PowerPoint
Data Analysis
Communication
Organization
Attention To Detail
Problem-Solving

Visa sponsorship

Not detected in the job text

Keywords

Satuit CRM
Microsoft Excel
Microsoft Outlook
Microsoft Word
Microsoft PowerPoint
Sales Coordination
Sales Operations
Asset Under Management
Mutual Funds
Separately Managed Accounts
Sales Reporting
Data Analysis
CRM Data Integrity
Advisor Service
Client Service
Marketing Collateral
Expense Reimbursements
Travel Coordination
Business Continuity Planning
Compliance
CASL
Investment Management
Stakeholder Relations
Process Improvement
Bilingualism

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