Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
GD
System Integration Verification & Validation
General Dynamics Mission Systems–Canada
Ottawa, ON
- Full-time
We are currently looking for a System Integration Verification & Validation Engineering Analyst, to join our team. You will work as part of a multi-disciplined engineering team that has…
Added 3 mins ago
GS
Analyste d'affaires système (BSA) Guidewire ( Senior)
Groupe SII
Montreal, QC
- Full-time
Added 3 mins ago
Consultant Business Systems
HSBC Global Services Limited
Toronto, ON
Work closely with the Team Lead/ Business Analyst/ Project Manager, assisting with the requirements gathering process and support business user’s queries
Added 3 mins ago
NC
Junior Systems Analyst (18-month term)
NAV CANADA
Ottawa, ON
- Full-time
The Junior Systems Analyst will provide systems administration support for real-time, Air Traffic Management Simulation systems and related life cycle management activities. The Junior…
Added 3 mins ago
D
Analyst, System and infrastructure operations, maintenance and development
Desjardins
Montreal, QC
- Full-time
As a systems and infrastructure operations, maintenance and development analyst, you support IT efficiency. You design, configure, administer, maintain, upgrade and test the quality of…
Added 3 mins ago
D
Analyst, System and infrastructure operations, maintenance and development
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a systems and infrastructure operations, maintenance and development analyst, you support IT efficiency. You design, configure, administer, maintain, upgrade and test the quality of…
Added 18 mins ago
RG
Business Analyst, Technology Transformation
Rohit Group
Edmonton, AB
- Full-time
The Business Analyst, Technology Transformation plays a critical role in supporting and optimizing enterprise systems, with a strong focus on ERP operations, data analysis, and…
Added 18 mins ago
H
Life Cycle Support Analyst
Hitachi
Toronto, ON · (RSBU) Toronto
- Full-time
The Life Cycle Support Analyst will leadi a comprehensive life cycle design and optimization of customer solutions for Hitachi Rail’s global CBTC and interlocking projects. Lead the…
Added 33 mins ago
CW
Property Tax Analyst
Costco Wholesale Canada
Ottawa, ON
- Full-time
A minimum of two years of experience as an analyst is required; experience must demonstrate a high level of autonomy and the ability to manage complex reconciliations beyond clerical…
Added 33 mins ago
CO
Senior Quality Improvement Analyst
City of Winnipeg
Winnipeg, MB
- Full-time
Under the general direction of the Assistant Chief Research and Data Intelligence, the Senior Quality Improvement Analyst will lead data, analytics and insight for the Fire Paramedic…
Added 34 mins ago
F/
Loans Analyst, Agriculture Commercial Financing (Bilingual)
FCC / FAC
Moncton, NB · Woodstock, NB · Millbrook, NS · Charlottetown, PE
- Full-time
…provide financing, knowledge resources and business management software to over 103,000 customers…
Added 34 mins ago
FB
Credit Adjudicator
Fairstone Bank
Montreal, QC
- Full-time
You have at least 1 year of prior experience as a credit analyst or experience in loan underwriting, experience in a financial institution or within the auto industry
Added 34 mins ago
Financial Analyst - TERM
The City of Red Deer
Red Deer, AB
The City of Red Deer is currently recruiting for a Financial Analyst to fill a 2-year Full-time Term position. The Financial Analyst is responsible for analyzing, facilitating, developing…
Added 48 mins ago
W
Business Systems Analyst- EDI
Wajax
Montreal, QC · Lachine, QC
- Full-time
Resolve and respond to system software issues and questions in a timely manner. This includes created external support tickets in various help desk systems, updating tickets, providing…
Added 48 mins 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 48 mins ago
W
Analyste comptable / Accounting Analyst
Wabtec
Montreal, QC
- Full-time
Added 48 mins ago
A
Senior System Analyst - Payments
Acumatica
Montreal, QC
- Full-time
…Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled…
Added 1 hour ago
DG
Business Systems Analyst
DRA Global
Toronto, ON
- Full-time
The Business Systems Analyst – ERP also engages with stakeholders and software providers.
Added 1 hour ago
MT
Production Support Engineer
MSR Technology Group
ON · Ontario, Canada
- Contract
This job posting is for an existing, active vacancy and we are looking to hire Production Support Analyst- Akamai at Toronto/ Brampton, ON specialized in Akamai/CDN, modern web delivery,…
Added 1 hour 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 1 hour ago
GO
Payment and Control Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
The Department of Finance is seeking a qualified candidate to fill the Payment Control Analyst position within the Central Finance Division.
Added 1 hour ago
C
Business Analyst – Payments Modernization
Collabera
Calgary, AB · Greater Calgary Metropolitan Area
- $60 to $75 CAD / hour
- Contract
We are looking for an experienced Business Analyst to support a key Payments Modernization initiative with a leading financial institution. The role will primarily support Real-Time Rail…
Added 1 hour 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 1 hour ago
A
Senior System Analyst - Payments
Acumatica
Montreal, QC
- Full-time
…Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled…
Added 1 hour ago
WC
Analyste comptable / Accounting Analyst
Wabtec Corporation
Montreal, QC
- Full-time

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job