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Added 14 mins ago
NV
Senior Business Analyst (ID#5597)
New Value Solutions
Vancouver, BC · Greater Vancouver, BC
- Contract
New Value Solutions, a national IT consulting company, is seeking a part-time Senior Business Analyst to support two major network infrastructure and cybersecurity modernization initiatives…
Added 14 mins ago
T
Business Analyst
TEEMA
Vancouver, BC
- $90,000 to $100,000 CAD / year
- Full-time
We are seeking an experienced Senior Business Systems Analyst to support enterprise-wide technology initiatives for a leading post-secondary institution.
Added 1 hour ago
IG
Senior Data Analyst
IMCS Group
ON · Ontario, Canada
- Contract
We are seeking a detail-oriented and analytical Data Analyst to support our business decisions through meaningful insights derived from data. You will be responsible for collecting|…
Added 1 hour ago
GS
Analyste d'affaires système (BSA) Guidewire ( Senior)
Groupe SII
Montreal, QC
- Full-time
Connaissances avancées des concepts d’intégration applicative et des technologies REST/SOAP, XML et JSON.
Added 1 hour ago
RI
Senior Business Analyst
Raas Infotek
AB · Edmonton, AB
- Contract
Minimum 5 years of experience in a Business Analyst role.
Added 1 hour ago
ED
Director, Corporate Development
Estruxture Data Centers
AB · Rocky View County, Alberta
- Full-time
Transaction Support: Support the execution of transactions, assisting in negotiating term sheets and purchase agreements alongside senior leadership.
Added 1 hour ago
ED
Director, Corporate Development
Estruxture Data Centers
Toronto, ON
- Full-time
Transaction Support: Support the execution of transactions, assisting in negotiating term sheets and purchase agreements alongside senior leadership.
Added 1 hour ago
GE
PCI Quality Assurance Analyst
GFL Environmental Inc.
Vaughan, ON
- Full-time
Risk & GRC Integration: Map general controls to the PCI DSS Risk Control Matrix (RCM), catalog in-scope environments, define Key Risk Indicators (KRIs), and integrate PCI requirements into…
Added 1 hour ago
Special Projects Lead (Strategic Planning Analyst II)
City of Edmonton
AB
…Lead, you will spearhead our Asset Management & Operational Integration project from initiation through to sustainable transition. In this role, you will work across organizational…
Added 1 hour ago
FC
Senior QA Analyst
First Canadian Financial Group
Sherwood Park, AB
- Full-time
The Senior QA Analyst, reporting to the Quality Assurance Manager, is based in the Sherwood Park location. This hands-on role offers an experienced QA automation professional the…
Added 1 hour ago
A
Senior System Analyst - Payments
Acumatica
Montreal, QC
- Full-time
Acumatica is looking for a Senior System Analyst to join our Payments Team in Montreal/Ottawa! This position follows a hybrid work model, offering a balance of remote work and in-office…
Added 2 hours ago
L
Senior Security Operations Centre Analyst (Toronto, ON – Hybrid)
LifeLabs
Toronto, ON
- $81,431 to $103,825 CAD / year
Job Title: Senior Security Operations Centre Analyst
Added 2 hours ago
A
Senior System Analyst - Payments
Acumatica
Montreal, QC
- Full-time
Acumatica is looking for a Senior System Analyst to join our Payments Team in Montreal/Ottawa! This position follows a hybrid work model, offering a balance of remote work and in-office…
Added 2 hours ago
ED
Directeur, Développement corporatif / Director, Corporate Development
Estruxture Data Centers
Montreal, QC
- Full-time
Intégration : Aider aux processus d'intégration pour assurer l'alignement stratégique, la réalisation des synergies et la transition fluide des actifs acquis.
Added 2 hours 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 2 hours ago
BM
Sr Warehouse Associate
Baylis Medical Technologies
ON · Mississauga, ON
- Full-time
The Senior Warehouse Associate plays a key role in ensuring products and materials move accurately and efficiently through our warehouse operations.
Added 3 hours ago
QW
Senior Java Production Support Analyst
Quantum World Technologies Inc.
Mississauga, ON
- Full-time
Understanding of request flows between web servers, application servers, and various integration points.
Added 3 hours ago
SC
Analyste d'affaires système (BSA) Guidewire ( Senior)
SII Canada
Montreal, QC
- Full-time
Connaissances avancées des concepts d’intégration applicative et des technologies REST/SOAP, XML et JSON.
Added 3 hours ago
FS
Senior Analyst, Quality Assurance Products
Four Seasons Hotels and Resorts
Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
The Senior Analyst, Quality Assurance (QA) Products is responsible for executing and supporting QA activities across Microsoft Dynamics 365 Finance & Operations enhancements, integrations,…
Added 3 hours ago
UO
Microsoft Platform Analyst
University of Manitoba
Winnipeg, MB
- $60,205.6 to $86,850.4 CAD / year
- Full-time
…University of Manitoba - IST is looking for a Microsoft Platform Analyst to support, maintain and enhance the University’s Microsoft-based systems and services. You’ll troubleshoot complex…
Added 3 hours ago
AC
Senior .NET Developer (MVVM, XAML)
Amaris Consulting | Part of Mantu
Brossard, QC
- Full-time
We’re looking for a Senior Analyst Programmer to join our Engineering team in Montreal. You’ll help analyze a legacy system and build a new Windows application used to configure fire…
Added 3 hours ago
M
Business Systems Analyst (BSA) - Guidewire ClaimCenter
Maarut
Levis, QC
- Contract
The client is looking for a senior BSA focused on
Added 4 hours ago
H
SAP EWM SAP S/4 functional analyst
Hays
Quebec, QC
- Contract
Supports data conversion and integration development efforts
Added 4 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 4 hours ago
II
Lead Business Analyst
ITC Infotech
Vancouver, BC
- $110,000 to $125,000 CAD / year
- Full-time
The Lead Business Systems Analyst is responsible for understanding various data models and databases involved in the systems and managing and leading the requirements gathering, ticket…

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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