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Added 10 mins ago
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Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 10 mins ago
CS
Governance & Risk Analyst - Analyste en gouvernance et gestion des risques
Cynet Systems
Montreal, QC
- $39.99 to $44.99 CAD / hour
- Contract
Support the Authorized Communication Channels ( ACC ) self-certification campaign on a quarterly basis - Pull reporting for the self-certification ACC campaigns and provide to business…
Added 10 mins ago
CS
Business Data Analyst - Analyste de données d’affaires
Cynet Systems
Montreal, QC
- $43.42 to $48.42 CAD / hour
- Contract
The Finance Business & Data Analyst will be a key contributor to the FDO team in Montreal, focusing on the hands-on development of SQL scripts and the implementation of Data Quality Rules…
Added 10 mins ago
GO
Payment and Control Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Central Accounts Payable Manager, the Payment and Control Analyst is part of the central management team that is responsible to comply with the legislative requirements for…
Added 10 mins ago
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Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 10 mins ago
WC
Analyste comptable / Accounting Analyst
Wabtec Corporation
Montreal, QC
- Full-time
Added 10 mins ago
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Business Data Analyst
HireTalent
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
A hands-on analyst who can write SQL, build and deploy data quality rules, and translate business requirements into technical logic within a financial data environment. You will work…
Added 10 mins ago
VT
Accounting Analyst
Vistar Transportation Ltd.
Hamilton, ON
- $52,000 to $75,000 CAD / year
- Full-time
As our company continues to grow, we are looking for a motivated, detail-oriented Accounting Analyst to join our finance team.
Added 10 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 10 mins ago
NV
QA Analyst (ID#5600)
New Value Solutions
Vancouver, BC · Greater Vancouver, BC
- Part-time
New Value Solutions, a national IT consulting company, is seeking a part-time Quality Assurance Analyst to establish and maintain a formal QA function for Power BI reports, dashboards, data…
Added 10 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 10 mins ago
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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 10 mins ago
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Directeur, Développement corporatif / Director, Corporate Development
Estruxture Data Centers
Montreal, QC
- Full-time
Added 25 mins ago
BS
Senior Financial Analyst, FP&A
BVGlazing Systems
Concord, ON
- $100,000 to $120,000 CAD / year
- Full-time
Reporting to the Senior Director, FP&A, the Senior Financial Analyst will play an integral role in supporting financial planning, forecasting, performance management, and strategic…
Added 40 mins ago
LC
Master Data Analyst
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Brampton, ON
- Full-time
Master Data Analyst | Brampton (1 Year Fixed Term)
Added 40 mins ago
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Product Owner, Capital Markets
Maarut
Montreal, QC
- Contract
calibration. The client accepts a business analyst or PO background, provided
Added 40 mins ago
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Business Analyst, Derivatives Onboarding (Capital Markets)
Maarut
Montreal, QC
- Contract
Candidate sought: a senior business analyst who has
Added 40 mins ago
GO
Access Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Added 40 mins ago
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Financial Reporting Analyst - FP&A
Applicantz
Montreal, QC
- $50 to $60 CAD / hour
- Contract
Looking for a Financial Analyst FP&A, who compiles and analyzes financial information for the organization. Develops integrated revenue and expense analyses, projections, reports, and…
Added 40 mins ago
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JDE Finance Business Analyst
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- 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 40 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 40 mins ago
FS
Senior Data Engineer
Futran Solutions
Mississauga, ON
- Full-time
Expert-level proficiency in SQL for data analysis, reporting, and optimization.
Added 40 mins ago
CI
Customs Analyst
Cole International
Richmond, BC
- Full-time
As a Customs Analyst, you’ll be at the heart of international trade. You’ll collaborate with a dedicated team, play a vital role in ensuring smooth and timely customs clearance, and work in…
Added 55 mins ago
AC
Analyste De La Chaîne D'Approvisionnement | Supply Chain Analyst
Aston Carter
Longueuil, QC
- $42 to $48 CAD / hour
- Contract
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 55 mins ago
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FP&A Analyst – Budgeting & Forecasting
Applicantz
Montreal, QC
- $50 to $60 CAD / hour
- Contract

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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