Jobs in Canada

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Added 13 hours ago
Developer Analyst II
TELUS
Montreal, QC
Ensure the integration of changes with other clinical system modules;
Added 1 day ago
UO
Corporate Training Program Delivery Analyst, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
UCalgary Continuing Education is currently seeking a Full-time Limited Term Corporate Training Program Delivery Analyst for approximately 1 year.
Added 1 day ago
TU
Programmer Analyst II
The University of British Columbia
Vancouver, BC
- $8,554.25 to $13,340.92 CAD / month
- Full-time
The Programmer Analyst II designs computer application solutions for existing complex or campus-wide computer systems.
Added 1 day ago
MU
BUSINESS SYSTEMS ANALYST
McMaster University
Hamilton, ON
- Contract
The Business Systems Analyst (I) acts as a technical and consulting resource for routine and moderately complex issues related to various University departments and units with respect to…
Added 1 day ago
UO
Programmer Analyst II
University of British Columbia
Vancouver, BC · UBCV | The Leonard S. Klinck Building (LSK)
- $8,554.25 to $13,340.92 CAD / month
- Full-time
The Programmer Analyst II designs computer application solutions for existing complex or campus-wide computer systems.
Added 2 days ago
FA
Analyst, Environment, Safety, Health & Security (ESH&S)
FTAI Aviation
Montreal, QC
- Full-time
Under the direction of the Senior Analyst, you will carry out the day-to-day environment, safety, health and security activities of the Montreal site: inspections, safety equipment checks,…
Added 2 days ago
UO
Financial Analyst, Research Accounting
University of Calgary
Calgary, AB
- Full-time
Research Accounting within the VP Finance & Services is currently seeking a Full-time Temporary Relief Financial Analyst, Research Accounting for approximately 1 year.
Added 5 days ago
UO
Clinical Trial Systems Lead, Calgary Centre for Clinical Research
University of Calgary
Calgary, AB
- Full-time
Under the guidance of the Manager, Clinical Trial System Services the Clinical Trial Systems Lead focuses on technical coordination and administration of the province¿s Clinical Trial…
Added 5 days ago
C
Technical Support Engineer II
Cohesity
AB · BC
- Full-time
We’ve been named a Leader by multiple analyst firms and have been globally recognized for Innovation, Product Strength, and Simplicity in Design.
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Toolroom Attendant - VER Airport
Okanagan College
Vernon, BC
Submits invoices and credit memos through the electronic approval system (Etrieve) tracking status of submitted financial documents. Updates electronic purchase log(s) with invoice, credit…
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Business Information Management Analyst II
TD
Toronto, ON
- Full-time
Business Management Analyst to provide dedicated support for centralized Business Management functions across Infrastructure & Engineering (I&E). The role will support a growing portfolio…
Added 5 days ago
T
Business Information Management Analyst II
TD
Toronto, ON
- Full-time
Business Management Analyst to provide dedicated support for centralized Business Management functions across Infrastructure & Engineering (I&E). The role will support a growing portfolio…
Added 6 days ago
UO
Billing Analyst, U of C Medical Group
University of Calgary
Calgary, AB
- Full-time
The University of Calgary Medical Clinic in the Cumming School of Medicine is currently seeking a Full-time Regular Billing Analyst.
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Business Systems Analyst
Systematix
Ottawa, ON
- Contract
The ideal candidate must hold an active Government of Canada Secret (Level II) security clearance
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Business System Analyst II, Claims Delivery
Northbridge Financial Corporation
Toronto, ON
- Full-time
We have a flexible hybrid model that allows you to work from home up to 2 days per week, with added flexibility for when you really need it
Added 7 days ago
UO
Billing Analyst, Medical Clinic
University of Calgary
Calgary, AB
- Full-time
The University of Calgary Medical Clinic in the Cumming School of Medicine is currently seeking a Full-time Regular Billing Analyst.
Added 7 days ago
TS
TDS Operations Analyst II, Client Enablement
TD Securities
Toronto, ON
- Full-time
Act as a lead for testing, verification, and implementation of system updates and enhancements to ensure alignment with the Bank’s operational strategy.
Added 7 days ago
T
TDS Operations Analyst II, Client Enablement
TD
Toronto, ON
- Full-time
Act as a lead for testing, verification, and implementation of system updates and enhancements to ensure alignment with the Bank’s operational strategy.
Added 8 days ago
FC
Group, Administration II
First Canadian Financial Group
Edmonton, AB
- Full-time
Work closely with Business Analyst(s) to provide feedback on the user experience on system features and enhancements.
Added 8 days ago
Analyst, Cybersecurity
Dollarama
Mont-Royal, QC
The Cybersecurity Analyst - SOC is responsible for establishing the company’s cybersecurity vision to improve security across stores, warehouses, the distribution center, and head office.…
Added 8 days ago
FC
Group, Administration II
First Canadian Financial Group
Edmonton, AB
- Full-time
Work closely with Business Analyst(s) to provide feedback on the user experience on system features and enhancements.
Added 8 days 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 8 days ago
M
Senior Financial Analyst, Payments (12 months term role)
Metrolinx
Canada
- Full-time
…Transit and UP Express, as well as the PRESTO fare payment system. We are also building new and improved rapid transit, including GO Expansion, Light Rail Transit routes, and major…
Added 8 days ago
HS
Institutional Analyst II - Administrative Assistant Office, 606764 (2026-04028)
Hawaiʻi State Department of Education
NB · Chiasson Office, NB
- Full-time
Under the general supervision of the Administrative Assistant to the Superintendent of the Administrative Assistant Office, the Institutional Analyst II:
Added 8 days ago
HS
Institutional Analyst II - Administrative Assistant Office, 606763 (2026-04027)
Hawaiʻi State Department of Education
NB · Chiasson Office, NB
- Full-time
Under the general supervision of the Administrative Assistant to the Superintendent of the Administrative Assistant Office, the Institutional Analyst II:

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.

Apply on LinkedIn 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

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Jobs in Canada