Jobs in Canada

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Added 8 hours ago
Staging Technician (Trade Shows & Events)
Jack Morton Worldwide
Oakville, ON
…impact-driving brand experiences that redefine what experiential marketing can achieve. We help our clients unlock the full value of experiences by turning bold ideas into meaningful…
Added 8 hours ago
Senior CAD Detailer II (Tradeshows & Events)
Jack Morton Worldwide
Oakville, ON
…and play a critical role in transforming innovative exhibit, event, and experiential marketing concepts into production-ready solutions. In this role, you'll collaborate closely with…
Added 11 hours ago
PI
Sales Representative - Barrie, ON
Pelee Island Winery & Vineyards Inc
Kingsville, ON
- $40,000 to $50,000 CAD / year
- Full-time
Smart Serve certification required (or willingness to obtain)
Added 14 hours ago
CD
Senior Director, Partnership Sales
Cirque du Soleil Entertainment Group
Montreal, QC
- Full-time
…sales experience within Arts & Entertainment (i.e. live events, event / experiential production agencies, media platforms, sports marketing agencies, fashion publishing, and so…
Added 15 hours ago
TT
Director, Strategic Growth and Partnership (13967)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $140,176.4 to $175,284.2 CAD / year
- Full-time
…multidisciplinary portfolio spanning non-fare revenue, corporate and marketing partnerships, major city events, and stakeholder engagement. This is a unique opportunity to influence the…
Added 15 hours ago
IB
Associate Director, Executive MBA, Recruitment and Admissions
Ivey Business School at Western University
London, ON
- Full-time
This individual is expected to contribute strategic insight into recruitment and marketing initiatives, as well as planning and operational decision-making, with the goal of meeting targets…
Added 15 hours ago
BN
Strategy and Partnerships Advisor
Build Nova Scotia
Halifax, NS
- Full-time
The Advisor works collaboratively with Marketing and Communications to support partnership, tenant and event initiatives.
Added 16 hours ago
D
Business Development Manager Toronto
Digicast
Toronto, ON
- Full-time
Effectively position and promote Digicast’s service portfolio, including studio productions, hybrid and virtual event solutions, broadcast services, and the iCast suite of products, to…
Added 1 day ago
A
Regional Channel Representative - Western Region
ABB
Calgary, AB
- Full-time
The Smart Building & Smart Power Regional Channel Representative manages the operational and partner-facing side of channel business. This role handles channel operations, inventory…
Added 1 day ago
A
Regional Channel Representative - Western Region
ABB
Coquitlam, BC
- Full-time
The Smart Building & Smart Power Regional Channel Representative manages the operational and partner-facing side of channel business. This role handles channel operations, inventory…
Added 1 day ago
RO
High Performance Intern
Rugby Ontario
Toronto, ON
- Internship
…fundamental service to support Rugby Ontario’s community of representative athletes and…
Added 1 day ago
SS
Tennis Saskatchewan - Executive Director
Sask Sport
SK · Saskatchewan, Canada
- Full-time
Serve as the primary spokesperson and representative of Tennis Saskatchewan.
Added 1 day ago
JH
Community Relations Program Director
Johns Hopkins All Children's Hospital
Brampton, ON · Regional Municipality of Peel, ON
- Full-time
Serve as a senior external representative of the hospital at community events, strategic forums, partnership meetings, and engagement opportunities.
Added 1 day ago
Communications Specialist (FT)
Catholic Social Services
Edmonton, AB
…multi-faceted role reports to the Manager, Communications & Event and contributes to the overall work of the Development and Community Relations…
Added 1 day ago
Senior Cabinet Maker (Trade Shows & Events)
Jack Morton Worldwide
Oakville, ON
…impact-driving brand experiences that redefine what experiential marketing can achieve. We help our clients unlock the full value of experiences by turning bold ideas into meaningful…
Added 1 day ago
O
Spécialiste Thérapeutique, Biosimilaires - Quebec East |Therapeutic Specialist, Biosimilars - Quebec East
Organon
Kirkland, QC
- Full-time
Baccalauréat en affaires, marketing, commerce, sciences ou domaine connexe.
Added 1 day ago
Account Manager (Exhibits & Portables)
Jack Morton Worldwide
Oakville, ON
…impact-driving brand experiences that redefine what experiential marketing can achieve. We help our clients unlock the full value of experiences by turning bold ideas into meaningful…
Added 1 day ago
V
Sales Development Representative
Vanillasoft
Canada
- Full-time
As a Sales Development Representative, your mission is to source and secure high-quality first meetings for our Account Executives - AE-led discovery and demo conversations that prospects…
Added 1 day ago
OC
Spécialiste Thérapeutique, Biosimilaires - Quebec East |Therapeutic Specialist, Biosimilars - Quebec East
Organon Canada
Kirkland, QC
- Full-time
Baccalauréat en affaires, marketing, commerce, sciences ou domaine connexe.
Added 1 day ago
HH
Event Operations Intern (4 months)
Hockey Helps the Homeless
Toronto, ON
- Full-time
Working towards a Post-secondary degree or diploma (Sport Management and/or Event Marketing an asset).
Added 1 day ago
S
Sales Development Representative
Saris
Montreal, QC
- Full-time
Partner with marketing on campaigns, event strategy, messaging, and targeted outreach, sharing insights from conversations with prospects.
Added 1 day ago
O
Spécialiste Thérapeutique, Biosimilaires - Quebec East |Therapeutic Specialist, Biosimilars - Quebec East
Organon
Kirkland, QC · CAN - Quebec - Kirkland
- Full-time
Baccalauréat en affaires, marketing, commerce, sciences ou domaine connexe.
Added 1 day ago
CF
Seasonal Guest Services Representative (QC)
Cadillac Fairview
Laval, QC
- Part-time
…and act as liaison between customers, security, maintenance, marketing and all shopping centre departments at the administrative…
Added 1 day ago
D
Business Development Manager-Toronto
Digicast
Toronto, ON
- Full-time
Effectively position and promote Digicast’s service portfolio, including studio productions, hybrid and virtual event solutions, broadcast services, and the iCast suite of products, to…
Added 2 days ago
C
Business Development Manager
CYGNVS
Toronto, ON
- Full-time
Based in or willing to work from Toronto, with the ability to be in-office 3–4 days per week

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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Jobs in Canada