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Added 9 mins ago
LM
Associate Software Developer (Node.js & Python)
Liberty Mutual Canada
Toronto, ON
- $65,000 to $75,000 CAD / year
- Full-time
Collaborate with cross-functional teams to understand requirements and support delivery aligned with business objectives
Added 9 mins ago
MM
Customer Service Representative - Part- Time
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North Vancouver, BC
- Full-time
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Added 9 mins ago
RP
Sr. Field Tech
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- Full-time
Conduct complex transformer service operations with advanced technical skills.
Added 12 mins ago
MM
Inside Sales Representative
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Mississauga, ON
- Full-time
Our team is driven by quality, safety, and continuous improvement, delivering products that power critical operations every day. At Marathon Electric Canada, we create a collaborative…
Added 13 mins ago
Financial Service Representative
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…or through our mobile app, we focus on delivering practical support, clear information, and service that helps people and business owners move forward with…
Added 41 mins ago
J
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- Full-time
Ability to work collaboratively with operations and business development teams.
Added 41 mins ago
UC
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Added 41 mins ago
PC
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- $65,000 to $75,000 CAD / year
- Temporary
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Added 43 mins ago
Production Manager
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Added 43 mins ago
Manager, Flight Test
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Support regulatory engagement and compliance with TC, FAA, EASA, and other civil aviation authorities for flight operations and testing.
Added 1 hour ago
TI
Account Manager (Influencer Marketing & Social Media)
The Influence Agency
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- Full-time
Excellent communication skills to be the glue between clients and our operations team. Strives to do good for their clients and provide them a stellar customer experience
Added 1 hour ago
SS
Medical Sales Representative
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Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Maintain compliance with all applicable quality and regulatory guidelines as an integral part of business operations
Added 1 hour ago
A
Senior Manager, Inspections South
AGLC
Calgary, AB
- $147,395 to $202,668 CAD / year
- Full-time
…liquor, and cannabis industries in Alberta. Through a mix of business improvements, detailed audit, compliance support and diligent investigation we are able to deliver on our promise to…
Added 1 hour ago
EC
Bilingual Team Lead, Recovery
ESC Corporate Services
Toronto, ON · Etobicoke, ON
- Full-time
In this role, you will provide day-to-day leadership, technical guidance, and operational support to the Recovery Representative team while delivering recovery services on behalf of ESC's…
Added 1 hour ago
IS
Bilingual Team Lead, Recovery - ESC
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- Full-time
In this role, you will provide day-to-day leadership, technical guidance, and operational support to the Recovery Representative team while delivering recovery services on behalf of ESC's…
Added 1 hour ago
M
Business Analyst
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Montreal, QC
- Full-time
The Business Analyst is a key member of the Simcorp Operations Support team. The primary role of the analyst is to support Simcorp Dimension with respect to day to day production…
Added 1 hour ago
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Senior Business Analyst
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Toronto, ON
- Full-time
Provide Business Systems Analysis function by working closely with Global Treasury Cash Operations and technology teams to support process re-engineering, automation, data transformation,…
Added 1 hour ago
P
Inbound Business Development Representative
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Toronto, ON
- Full-time
As an Inbound Sales Development Representative at PheedLoop, you’ll play a key role in driving our growth. Working in a high-paced, dynamic environment, you’ll take ownership of our sales…
Added 2 hours ago
YU
Accounts Payable Associate
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Toronto, ON
- Contract
…commitments. Every member of our team – whether in teaching, operations, or technology – is dedicated to removing barriers and expanding access. Together, we deliver flexible,…
Added 2 hours ago
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General Manager (in Training)
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- Full-time
Engages in and must successfully complete a 3-6 month comprehensive management training program. Performs general business operations management on a rotational basis to develop and apply…
Added 2 hours ago
R&
Operations Officer II
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- Contract
Prime Hires is seeking a skilled Operations Officer II to join our client in support of an existing vacancy.
Added 2 hours ago
H
Primary Health Care Manager Northeast 1
HealthCareersInSask.ca
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- Full-time
…strategy through the development and execution of operational and business plans, including cascading, monitoring, reporting, and course correction of same. The Manager demonstrates strong…
Added 2 hours ago
Coordinator, Policy & Compliance
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Halifax, NS
…administration of justice. Court Services administers court operations, delivers services to the public, and provides administrative and clerical support to the…
Added 2 hours ago
Clerk 3
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Are you an organized professional who enjoys providing both administrative, financial and clerical support while delivering exceptional customer service? The Manitoba government is seeking…
Added 3 hours ago
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Manager of Asset Management (1 vacancy)
City of Woodstock
Woodstock, ON
- Full-time
Training opportunities to support you in this role,

Beutel, Goodman & Company Ltd.

Sales Coordinator

Toronto, ON, Canada

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

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Job details

Pay: The base annual salary range is $65,000 - $75,000.
Job type: Full-time
Apply by: Apr 6, 2027
Posting language: English
Posted: Oct 8, 2026

Original job description

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 SMA Sales Report.
Prepare monthly 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.

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More about this job

Responsibilities

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

Requirements

The role seeks experience in sales coordination, sales support, client service, administration, or asset management, along with strong organization, communication, analytical, and client-service skills. Advanced Microsoft Office proficiency and CRM experience are expected; Satuit CRM, investment industry knowledge, CSC coursework, and English-French bilingualism are assets.

Skills

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

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
Investment Management
Client Service
Advisor Support
CRM Data Quality
Sales Reporting
AUM Reporting
Data Analysis
Marketing Collateral
Expense Reimbursements
Travel Coordination
Business Continuity Planning
CASL
Compliance
CSC
Bilingual English-French

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