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Added 1 day ago
HS
Customer Care Associate I - FM
HD Supply
Toronto, ON · QC · AB
- Full-time
Under close supervision, exercises limited latitude/independent judgment. Work typically involves detailed checks or close review of output by a senior coworker and/or supervisor.
Added 1 day ago
RB
Associate Director, Market Risk (FRTB Capital)
Royal Bank of Canada
Toronto, ON
- Full-time
The Associate Director, Market Risk (FRTB Capital) will play a pivotal role in building and leading RBC’s market risk regulatory reporting infrastructure under the Basel 3 Endgame (B3EG)…
Added 1 day ago
MC
Senior Retail Sales Associate
Moores Clothing
Nanaimo, BC
- Full-time
Our Senior Retail Sales Consultant is responsible for all aspects of the customer experience within multiple businesses (retail, rental, custom, and omni-channel). This position would be a…
Added 1 day ago
C
Relationship Manager II
Computershare
Vancouver, BC
- Full-time
…Further to this you will also work closely with a designated Associate Trust Officer (ATO) to ensure that all pre and post-closing administrative matters are executed seamlessly. Complex…
Added 1 day ago
I
SAP HR - Senior HCM TIME Consultant
IBM
Calgary, AB
- $79,800 to $125,400 CAD / year
- Full-time
We are seeking an experienced Senior SAP HCM Time Consultant to lead the design, configuration, implementation, and support of SAP HCM Time Management solutions.
Added 1 day ago
GI
Millwork Engineer / CNC Programmer
Giffin Interior
Engineer, BC
- Full-time
Added 1 day ago
Machine Learning Engineer, Associate Director
Fitch Group
Toronto, ON
Machine Learning Engineer, Associate Director – AI Innovation Teams
Added 1 day ago
SP
Technical Architect Director - PubSec - Mulesoft Canada
Salesforce Partner Canada
Toronto, ON
- Full-time
The Director, Data Foundation Delivery is a senior leader who owns the strategy, architecture, and successful delivery of enterprise Data Foundation engagements for Salesforce Professional…
Added 1 day ago
LF
Brick Supervisor, Operations
Leons Furniture Limited
Fort St. John, BC
- Full-time
Previous retail Supervisory or Senior Associate experience an asset
Added 1 day ago
RB
Associate Director, GRA - Market Risk Analytics
Royal Bank of Canada
Toronto, ON
- Full-time
As Associate Director, you will take a leading role and undertake analysis to design, develop, and provide ongoing maintenance of the quantitative models used in internal risk management…
Added 1 day ago
VC
Veterinarian, Calgary Trail Animal Hospital
VCA Canada
AB · Edmonton, AB
- Full-time
Support senior pets by monitoring health, managing chronic conditions, and providing preventive care to maintain quality of life
Added 1 day ago
R
Associate Director, Market Risk (FRTB Capital)
RBC
Toronto, ON
- Full-time
The Associate Director, Market Risk (FRTB Capital) will play a pivotal role in building and leading RBC’s market risk regulatory reporting infrastructure under the Basel 3 Endgame (B3EG)…
Added 1 day ago
CP
Endpoint Specialist
Concert Properties
Vancouver, BC
- $70,000 to $90,000 USD / year
- Full-time
Strong communication and stakeholder management skills - this role works daily with the Service Desk, security team, facilities, vendors, and senior leadership.
Added 1 day ago
VC
Veterinarian, Foster Park and Northumberland Animal Hospital
VCA Canada
Belleville, ON
- Full-time
Nurture senior pets: monitor aging patients, manage chronic conditions, and provide gentle, proactive care to maintain their comfort and overall quality of life.
Added 1 day ago
W
Associate Director, Special Loans
Winchesters
Toronto, ON
- $150,000 to $165,000 CAD / year
- Full-time
Our client is seeking an Associate Director of Insolvency/Restructuring to join their Commercial Lending team. Reporting to the Vice President, Special Loans, this role will work closely…
Added 1 day ago
S
Associate Principal Electrical Engineering
SearchLabs
Toronto, ON
- Full-time
Associate Principal, Electrical Engineering – Commercial & Retail Sector
Added 1 day ago
TU
Specialist, Indigenous Graduate and Postdoctoral Initiatives
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…current Indigenous graduate students and postdoctoral fellows, senior faculty and staff, in order to foster a sense of community on…
Added 1 day ago
RJ
Trust Administrator
Raymond James Ltd.
Vancouver, BC
- Full-time
…Operations. You are an experienced and trusted administrative support associate able to work in a dynamic environment within a growing team and business. You have strong client servicing…
Added 1 day ago
PC
Senior Associate, Workflows and Automation (Sr. ServiceNow Developer)
PwC Canada
Toronto, ON
- Full-time
As a Senior Associate, Workflows and Automation (Sr. ServiceNow Developer), unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role…
Added 1 day ago
ED
Senior Network Delivery Engineer - EN 235
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $96,557 to $128,743 CAD / year
- Full-time
EDC is seeking a senior network engineering professional to lead the design, implementation, automation, validation, modernization, and production transition of secure enterprise network…
Added 1 day ago
UO
Associate Director, Residence Life
University of Victoria
Victoria, BC
- Full-time
The Associate Director, Residence Life (ADRL), is a vital student affairs leader at the University of Victoria. As a student housing and community life professional, the ADRL has…
Added 1 day ago
N
Senior Systems Administrator
nLogic
Cherry Point, AB
- Full-time
nLogic is seeking a Senior Systems Administrator to support anticipated work on a mission-focused effort in the Cherry Point area. This role will play a key part in supporting enterprise…
Added 1 day ago
UO
Spatial & Single Cell Omics Technician, Office of the Associate Dean Research
University of Calgary
Calgary, AB
- Full-time
The Office of the Associate Dean Research in the Cumming School of Medicine invites applications for a Spatial & Single Cell Omics Technician. This Full-time Fixed Term position is for…
Added 1 day ago
UO
Agriculture Extension Specialist, Simpson Centre for Food and Agricultural Policy
University of Calgary
Calgary, AB
- Part-time
Reporting to the Centre Director, this position is a senior researcher role contributing to the research and translation of the Simpson Centre's Agricultural Literacy Program for Healthier…
Added 1 day ago
N
Intermediate Mechanical Engineer
Nordion
Ottawa, ON
- Full-time
As an Engineer Associate, you will be responsible for the design, testing and on-going technical and manufacturing support of sealed sources and transport packages used for the shipment of…

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.

Find open jobs More jobs with this employer

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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