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Added 4 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 4 mins ago
BF
Analyste, soutien logistique intégré (SLI)/Integrated Logistic Support (ILS) Analyst
Bell Flight
Mirabel, QC
- Full-time
Added 4 mins ago
LB
Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
Laurentian Bank Securities is looking for a person to fill the role of Analyst, Middle Office. Under the supervision of the Senior Manager, Middle Office, the selected candidate will…
Added 4 mins ago
RI
Senior Business Analyst
Raas Infotek
AB · Edmonton, AB
- Contract
System Requirements: Lead end-user requirements workshops and document best-practice requirements.
Added 4 mins ago
Consultant Business Systems
HSBC Global Services Limited
Toronto, ON
TREATS (TREAsury Trading System) BOS (Back Office System) on IBM i (Integrated Management Interface - iSeries / AS400) is an integrated front and back office treasury system developed by…
Added 4 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 4 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 4 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 19 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 19 mins ago
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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 34 mins ago
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Credit Analyst
thyssenkrupp
ON · Ontario, Canada
- $75,000 USD / year
- Full-time
Ensure all customer contact information is correct in the system including names, emails and phone number.
Added 34 mins ago
CW
Property Tax Analyst
Costco Wholesale Canada
Ottawa, ON
- Full-time
Responsible for the implementation, maintenance and/or enhancements of the property tax system tools
Added 34 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
GE
PCI Quality Assurance Analyst
GFL Environmental Inc.
Vaughan, ON
- Full-time
PCI DSS & SOX Control Testing: Test and validate security controls, network diagrams, data flows, and system configurations against PCI DSS v4.0 requirements while balancing SOX Control…
Added 49 mins ago
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Business Systems Analyst- EDI
Wajax
Montreal, QC · Lachine, QC
- Full-time
Assist in project feasibility studies as required, collecting and providing technical details and requirements, verifying system capabilities and analyzing required modifications.
Added 49 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 49 mins 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 1 hour ago
DG
Business Systems Analyst
DRA Global
Toronto, ON
- Full-time
The Business Systems Analyst - ERP is responsible for analyzing, designing, and implementing ERP systems for the business and in addition manages initiatives, enhancements, upgrades and…
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
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 1 hour ago
R|
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 1 hour ago
C
Sr. Business Systems Analyst (Wire Payments/Data Services)
CGI
Toronto, ON
- Full-time
Gather, analyze, and document business, functional, and system requirements, translating business needs into clear user stories, acceptance criteria, and functional specifications.
Added 1 hour 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 1 hour ago
NW
JDE Finance Business Analyst
Newport Williams
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…

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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