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Added 9 mins ago
VB
Financial Analyst
Vaco by Highspring
Vaughan, ON
- $80,000 to $95,000 CAD / year
- Full-time
Prepare management reporting packages, financial and operational metrics, and performance dashboards.
Added 9 mins ago
JI
Security & Compliance Analyst | Analyste en sécurité et conformité
Jesta I.S.
Montreal, QC
- Full-time
The Security & Compliance Analyst helps keep Jesta I.S. secure and audit-ready for its clients. The role coordinates SOC 1 and SOC 2 audits with external auditors and supports vulnerability…
Added 9 mins ago
K
Senior Analyst, Compliance & Risk Management
KPMG
Calgary, AB · AB · Lethbridge, AB · Abbotsford, BC · Burnaby, BC · Chilliwack, BC · Fort St. John, BC · Kamloops, BC · Kelowna, BC · Prince George, BC · Quesnel, BC · Vancouver, BC · Vanderhoof, BC · Vernon, BC · Victoria, BC · Fredericton, NB · Moncton, NB · Saint John, NB · St. John's, NL · Halifax, NS · Hamilton, ON · Kingston, ON · London, ON · North Bay, ON · Oakville, ON · Ottawa, ON · Parry Sound, ON · Sault Ste. Marie, ON · St. Catharines, ON · Sudbury, ON · Toronto, ON · Vaughan, ON · Waterloo, ON · Windsor, ON · ON · Boisbriand, QC · Brossard, QC · Joliette, QC · Laval, QC · Mont-Royal, QC · Montreal, QC · Quebec, QC · Regina, SK · Edmonton, Alberta · Kanata, Ontario · Mount Royal, Quebec · Saint-Laurent, Quebec
- Full-time
Our Compliance & Risk Management Group in Business Enablement Services is looking for a Senior Analyst, Risk Management, to join our growing team. The Compliance & Risk Management Group…
Added 39 mins ago
M
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Montreal, QC
- Contract
calibration. The client accepts a business analyst or PO background, provided
Added 39 mins ago
M
Business Analyst, Derivatives Onboarding (Capital Markets)
Maarut
Montreal, QC
- Contract
The client is looking for two senior business analysts for
Added 39 mins ago
NW
JDE Finance Business Analyst
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Mississauga, ON
- Full-time
We are seeking an experienced JD Edwards (JDE) Financials Business Analyst with a strong background in manufacturing environments to support, enhance, and optimize our client's ERP…
Added 39 mins ago
JI
Security & Compliance Analyst | Analyste en sécurité et conformité
Jesta I.S.
Montreal, QC
- Full-time
The Security & Compliance Analyst helps keep Jesta I.S. secure and audit-ready for its clients. The role coordinates SOC 1 and SOC 2 audits with external auditors and supports vulnerability…
Added 54 mins ago
AC
Analyste De La Chaîne D'Approvisionnement | Supply Chain Analyst
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- $42 to $48 CAD / hour
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Développer, maintenir et améliorer les tableaux de bord d'approvisionnement et de chaîne d'approvisionnement en utilisant Power BI et d'autres outils de reporting.
Added 54 mins ago
BC
Risk Analyst - Ontario Line Subway Project
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Toronto, ON
- $95,000 to $145,000 CAD / year
- Full-time
The Risk Analyst will support the identification, tracking, and reporting of project risks across a complex, multidisciplinary environment.
Added 1 hour ago
CO
Stakeholder Engagement Coordinator - NL Workforce Innovation Centre (Business Development Officer)
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- Full-time
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Added 1 hour ago
VB
Treasury Analyst
Vaco by Highspring
Toronto, ON
- $65,000 to $85,000 CAD / year
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Support periodic lender reporting and compliance certificate preparation.
Added 1 hour ago
QM
Senior Analyst, Technology & Operations (Hybrid)
Quantum Management Services Ltd.
Toronto, ON
- $35 to $38 CAD / hour
- Contract
Our client, a leading organization within the investment management industry, is seeking a Senior Analyst, Technology & Operations to support its technology-related financial and…
Added 1 hour ago
FT
CAC052: Release / Class Spclst
FedEx Trade Networks Transport and Brokerage
Toronto, ON
- $43,338 to $67,715 CAD / year
- Full-time
Updates 1Source and FXG Hit list databases with clearance and client information
Added 2 hours ago
CI
CRM Developer and Data Analyst
Caldwell Investment Management Ltd.
Toronto, ON
- Full-time
This is a rare opportunity to join a leading asset management firm as a CRM Developer and Data Analyst at Caldwell Investment Management. This is a critical role that involves the…
Added 2 hours ago
RS
Senior Eddy Current Analyst
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Fort Saskatchewan, AB
- Full-time
Echo NDE is seeking a Senior Eddy Current Analyst to support upcoming projects. This is an opportunity to apply your technical expertise in ECT data analysis and interpretation while…
Added 3 hours ago
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AP Analyst
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- Full-time
An established organization in North York, Ontario, seeking an experienced Accounts Payable Analyst for a contract opportunity.
Added 3 hours ago
IG
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Toronto, ON
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Added 3 hours ago
Systems Analyst
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Added 3 hours ago
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Financial Analyst, IFRS, Reporting and Advisory
IFG - International Financial Group
Toronto, ON · Greater Toronto Area, Canada
- Contract
Our client is a global supply chain and distribution multi-national and they are looking to add a Financial Analyst, IFRS, Reporting and Advisory to their team for an initial term of 6…
Added 3 hours ago
GO
Access Management Analyst
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NB · NB, Canada
- Full-time
Service New Brunswick is seeking an individual to join the Health Application Services Branch within the Technology Services Division as Access Management Analyst.
Added 4 hours ago
T
Analyste, soutien logistique intégré (SLI)/Integrated Logistic Support (ILS) Analyst
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- Full-time
…BTCL, les experts en la matière, l’organisation CH146 GSA, le client et les sous-traitants. La personne titulaire coordonne, analyse et documente les activités de soutien logistique intégré…
Added 4 hours ago
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- Full-time
The Data Insights Analyst will help Global Markets colleagues make better, faster decisions by turning complex data into clear, useful insights and intuitive analytical products. Working…
Added 5 hours ago
MS
Accounting Analyst
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Toronto, ON
- Temporary
Accounting Analyst for community services agency client, downtown Toronto.
Added 6 hours ago
NB
Senior Analyst Canadian Tax Operations
National Bank of Canada
Montreal, QC
- Temporary
A career as a Senior Analyst within National Bank’s Canadian Tax Operations team means serving as an expert in the evolution and reliability of the processes that support our tax…
Added 10 hours ago
CT
Snowflake Architect
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…on best practices in data governance, data quality, CORTEX Analyst/Search, SNOWFLAKE Intelligence and modern data architecture, specifically the Medallion…

Caldwell Investment Management Ltd.

CRM Developer and Data Analyst

Toronto, ON, Canada

Competitive base salary in the range of $60,000 - $100,000, depending on the candidate’s qualifications. · Full-time

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Job details

Pay: Competitive base salary in the range of $60,000 - $100,000, depending on the candidate’s qualifications.
Job type: Full-time
Apply by: May 2, 2027
Experience: 2-3 years of experience in CRM development/management, preferably within financial services.
Posting language: English
Posted: Nov 3, 2026

Original job description

About the Opportunity

This is a rare opportunity to join a leading asset management firm as a CRM Developer and Data Analyst at Caldwell Investment Management. This is a critical role that involves the modification and enhancement of our Client Relationship Management system (CRM), which powers our marketing outreach to investment advisors across Canada (our clients).

If you thrive at the intersection of technology and process improvement, this role offers a platform to make a direct and measurable impact on both our operations and revenue generating ability.

You will report to the Senior Vice President, Sales and Corporate Development, working in a high-performance environment where initiative and intellectual rigor are rewarded.

Key Responsibilities

CRM Leadership

Own and customize our CRM (Zoho) to align with firm-wide processes and advisor engagement strategies.
Integrate third-party data sources into unified formats within the CRM.
Build and optimize workflows, automation rules, dashboards, and reporting.
Deliver actionable insights through data analytics to sharpen sales and marketing decisions.
Coordinate CRM integrations (email marketing, client portals, task management, etc.).
Execute email campaigns, manage segmentation, and track analytics.
Train internal users and maintain process documentation.
Collaborate with sales and marketing teams on targeted campaigns and outreach initiatives.
Record all interactions, call notes, and meeting details accurately within Zoho CRM.

Qualifications & Experience:

Requirements:

2-3 years of experience in CRM development/management, preferably within financial services.
Post-secondary degree or diploma in Software Engineering, Computer Science, or related field.
Proficiency with CRM platforms (Zoho preferred), marketing automation tools, and data reporting.
Ability to design and maintain custom dashboards integrating multiple systems.
Strong project management skills with the ability to manage multiple deadlines and stakeholders.

Additional Desired Skills:

Working knowledge of HTML/CSS and JavaScript.
Experience with SQL, Python, or R for CRM data analysis and reporting.
Exposure to advanced tools such as Airflow, Selenium, or API/webhook integrations.
Familiarity with data orchestration, web scraping, or enrichment tools.

What We Offer:

Competitive base salary in the range of $60,000 - $100,000, depending on the candidate’s qualifications.
Performance-based bonus opportunities, and comprehensive group benefits.
A high-performance, meritocratic team environment where results and initiative define success.
Direct mentorship and coaching from senior leadership.

About Caldwell Investment Management Ltd.:

Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.

CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.

Our Workplace:

Join Caldwell and be part of our highly engaged and growing team, where employees:

(i) reach their full potential,

(ii) consistently deliver high-quality client experiences; and

(iii) produce significant results.

Applications, cover letters, and resumes may also be sent to careers@caldwellinvestment.com

Caldwell is an equal opportunity employer.

Caldwell Investment Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted.

Caldwell does not use Artificial Intelligence (AI) to screen job applicants.

No telephone inquiries please.

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More about this job

Responsibilities

Customize and maintain Zoho CRM, integrate third-party data and connected systems, and build workflows, dashboards, and reports. Analyze data to support sales and marketing decisions, manage email campaigns and user training, and maintain accurate CRM records and documentation.

Requirements

Requires 2–3 years of CRM development or management experience, preferably in financial services, and a post-secondary degree or diploma in software engineering, computer science, or a related field. Candidates should be proficient with CRM platforms, marketing automation, data reporting, dashboard design, and project management; HTML/CSS, JavaScript, SQL, Python, R, and integration tools are additional desired skills.

Skills

Zoho CRM
CRM Development
CRM Management
Marketing Automation
Data Analytics
Data Reporting
Dashboard Design
Workflow Automation
CRM Integrations
Email Campaign Management
Customer Segmentation
Project Management
HTML
CSS
JavaScript
SQL

Benefits

Performance-Based Bonus
Group Benefits

Visa sponsorship

Not detected in the job text

Keywords

Zoho CRM
CRM Development
CRM Customization
Marketing Automation
Data Analytics
Data Reporting
Dashboards
Workflow Automation
Third-Party Data Integration
Email Marketing
Client Portals
Task Management
Email Campaigns
Customer Segmentation
HTML
CSS
JavaScript
SQL
Python
R
Airflow
Selenium
APIs
Webhooks
Data Orchestration
Web Scraping
Data Enrichment
Financial Services
Investment Management

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