Coordinator, Sales
- Toronto, ON, Canada
This is a full-time role working from the Toronto office of Lysander Funds with an expected annual compensation range of $60,000 - $75,000, commensurate with experience and qualifications. · Full-time
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Job details
- Pay
- This is a full-time role working from the Toronto office of Lysander Funds with an expected annual compensation range of $60,000 - $75,000, commensurate with experience and qualifications.
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work, honesty, and flexibility.
The Coordinator, Sales will work closely with our Sales Teams in Toronto to manage regions of existing and prospective Investment Advisors in Ontario. The Coordinator will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales.
This role reports to the Vice President, Sales Operations. This is a full-time role working from the Toronto office of Lysander Funds with an expected annual compensation range of $60,000 - $75,000, commensurate with experience and qualifications.
Responsibilities
- Manage and support sales territories through inbound and outbound advisor communications.
- Work closely with the sales teams to proactively manage schedules and priorities.
- Assist in the development of presentations and marketing kits.
- Support the administration of CRM software and other programs.
- Support marketing and compliance efforts as needed.
- Other duties as assigned.
- College diploma or undergraduate degree
- Familiarity with the financial services industry, including products and regulations.
- Good organizational skills with a high attention to detail.
- High quality written and verbal communication skills.
- Professional knowledge of MS Office (Word, Excel, Outlook, PowerPoint).
- Ability to work collaboratively to achieve team goals.
We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to manager@lysanderfunds.com. Your information will be treated as confidential.
We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.
Deadline for applications: December 4th, 2026
More about this job
Responsibilities
Manage and support sales territories by communicating with existing and prospective investment advisors, and coordinate schedules and priorities with the sales teams. Assist with presentations and marketing materials, support CRM and other programs, and contribute to marketing and compliance activities as needed.
Requirements
A college diploma or undergraduate degree is required, along with familiarity with the financial services industry, its products, and regulations. Candidates should have strong organizational skills, attention to detail, written and verbal communication skills, professional knowledge of Microsoft Office, and the ability to collaborate toward team goals.
Skills
- Sales
- Advisor Communications
- Territory Management
- Schedule and Priority Management
- Presentation Development
- Marketing Kit Development
- CRM Administration
- Marketing Support
- Compliance Support
- Organization
- Attention to Detail
- Written Communication
- Verbal Communication
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
- Administrative
- Marketing
Keywords
- Investment Fund Manager
- Financial Services
- Investment Products
- Mutual Funds
- Investment Advisors
- Sales Operations
- Sales Territories
- Inbound Communications
- Outbound Communications
- Schedule Management
- Priority Management
- Presentations
- Marketing Kits
- CRM Software
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Marketing
- Compliance
- Ontario
- Team Collaboration
- Attention to Detail