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Added 2 hours ago
TC
Retail store Coordinator
TJX Canada – Winners, Marshalls, HomeSense
Surrey, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 11 hours ago
TT
Retail store Coordinator
The TJX Companies, Inc.
Surrey, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 19 hours ago
NS
Customer Planner - eScope
Nova Scotia Power
NS · Sackville, Nova Scotia
- Full-time
Company, Department: Nova Scotia Power, Distribution Planning
Added 1 day ago
TT
COORDONNATEUR/COORDONATRICE MAGASIN DE DÉTAIL WINNERS - PLACE DE VILLE
The TJX Companies, Inc.
Sept-Îles, QC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
TT
Retail Store Coordinator Full Time Winners Carleton Place
The TJX Companies, Inc.
Carleton Place, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
TC
Retail Visual Merchandise Coordinator Full Time Winners Lynn Valley
TJX Canada – Winners, Marshalls, HomeSense
North Vancouver, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
Coordinator - Food Production - RDF
Winnipeg Regional Health Authority
Winnipeg, MB
Under the direction of the Operations Coordinator, the incumbent is responsible for the provision and supervision of food services in the areas of tray line, production, warewashing and…
Added 1 day ago
TU
Department Operations and Undergraduate Programs Assistant
The University of British Columbia
Kelowna, BC
- $4,981 to $5,713 CAD / month
- Full-time
…Student Development and Advising, Human Resources, Finance Operations Okanagan, Facilities Management and other faculties and schools…
Added 1 day ago
TC
Retail Store Coordinator Full Time Homesense Kenaston
TJX Canada – Winners, Marshalls, HomeSense
Winnipeg, MB
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
TC
Engineering Administrator/Coordinator
Tridon Communications
AB · Edmonton, AB
- Full-time
We’re looking for an Engineering Administrator & Coordinator to support our Engineering Department through effective documentation, scheduling, reporting, and project coordination.
Added 1 day ago
TT
Retail Visual Merchandise Coordinator Full Time Winners Lynn Valley
The TJX Companies, Inc.
North Vancouver, BC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
PG
Logistics Coordinator
Pangeo Group
Vaughan, ON
- Full-time
Project North PES is Pangeo's new aluminum die casting and machining plant in Vaughan, Ontario. As Logistics Coordinator, you turn customer demand, internal capacity, and inventory status…
Added 1 day ago
AL
Logistics Coordinator (Freight Forwarding)
Apex Logistics International
Mississauga, ON
- $21 to $24 CAD / hour
- Full-time
…customs brokerage, transportation management, warehousing, and distribution. With a presence in 70 countries across six continents, 42 offices, 2,500+ dedicated employees, and consistent,…
Added 1 day ago
NS
Customer Planner - eScope
Nova Scotia Power
NS · Sackville, NS
- Full-time
Company, Department: Nova Scotia Power, Distribution Planning
Added 1 day ago
Emergency Shelter Worker - Relief (Afternoons)
Calgary Drop-In Centre (the DI)
Calgary, AB
Whether you’re helping guests find housing, supporting their recovery journey, or keeping our operations running strong, your work here truly matters. Every role at the DI is about creating…
Added 1 day ago
Emergency Shelter Worker - Relief (Days)
Calgary Drop-In Centre (the DI)
Calgary, AB
Whether you’re helping guests find housing, supporting their recovery journey, or keeping our operations running strong, your work here truly matters. Every role at the DI is about creating…
Added 1 day ago
UO
Department Operations and Undergraduate Programs Assistant
University of British Columbia
Kelowna, BC · UBCO | Charles E. Fipke Centre for Innovative Research (FIP)
- $4,981 to $5,713 CAD / month
- Full-time
…Student Development and Advising, Human Resources, Finance Operations Okanagan, Facilities Management and other faculties and schools…
Added 1 day ago
FT
Part- Time Coordinator (Support Service Officer C)
Fanshawe Toronto@ILAC
London, ON
- Part-time
…performed in an alternate location, without adverse impact to the operations of the College, inclusive of our Student and Staff experience. Confirmation of hybrid work options available to…
Added 1 day ago
S
Marketing Coordinator Intern (May 2027 - 12 Months)
SOTI
Mississauga, ON
- $55,000 CAD / year
- Full-time
As required, support the preparation and distribution of communications materials by proofreading, editing, and posting new materials to support a variety of activities. This may include…
Added 1 day ago
TT
Coordonnateur / Coordonnatrice de Magasin de Détail Temps Plein Winners/HomeSense - Méga Centre
The TJX Companies, Inc.
Quebec, QC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
TT
Coordonnateur / Coordonnatrice de Magasin de Détail Traitement Marchandise Temps Plein Winners/HomeSense - Méga Centre Lebourgneuf -
The TJX Companies, Inc.
Quebec, QC
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 1 day ago
FC
Part- Time Coordinator (Support Service Officer C)
Fanshawe College
London, ON
- Part-time
Reporting to the Program Manager, the Part-Time Placement Coordinator provides administrative and coordination support for student clinical placements within the School of Nursing. The role…
Added 1 day ago
SR
Shipping & Inventory Coordinator
Swim Recruiting
AB · Edmonton, AB
- Contract
Our client is seeking a detail-oriented Shipping & Inventory Coordinator to support shipping, receiving, stock management and warehouse operations. You will handle orders and materials,…
Added 1 day ago
PN
Office Coordinator – Temporary (6-Month Contract)
Pasona N A, Inc.
Mississauga, ON
- $24 to $25 CAD / hour
- Temporary
…solutions, Pasona Canada is seeking a reliable and organized Office Coordinator to join their team in…
Added 1 day ago
Administration Clerk
City of Regina
Regina, SK
Under the supervision of the Coordinator, Transit Administration, an employee in this position performs varied clerical, administrative, and receptionist duties pertaining to day-to-day…

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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