Jobs in Canada

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Added 6 mins ago
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Senior Project Manager – Translation
Apertera
Remote, Canada
- Full-time
- Remote
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Added 6 mins ago
Senior Advisor, Linear Infrastructure
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…Government of Canada, this innovative project aims to improve the quality of life of our citizens, strengthen ties between communities and stimulate economic…
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Added 21 mins ago
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Added 21 mins ago
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Added 21 mins ago
WC
Sales Coordinator
Walter Capital Management
Montreal, QC
- Full-time
Role Description We are seeking a motivated and versatile Sales Coordinator to support the Managing Partner in building WPI’s distribution engine. The role has two equally important…
Added 21 mins ago
LH
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Added 21 mins ago
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Added 21 mins ago
Organizational Development Lead
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Added 21 mins ago
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- Full-time
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Principal Technical Lead
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Added 35 mins ago
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Added 35 mins ago
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- Full-time
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Added 36 mins ago
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Telecom Team Lead
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…across the telecommunications, utilities, and energy sectors. We partner with leading organizations to develop and modernize critical infrastructure that supports connectivity,…
Added 36 mins ago
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Added 36 mins ago
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Added 36 mins ago
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Added 36 mins ago
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Walter Capital Management

Sales Coordinator

Montreal, QC, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 13, 2026
Experience: 1–4 years of relevant experience in asset management, wealth management, financial services, or a comparable client-facing environment; exceptional internships will be considered.
Posting language: English
Posted: Nov 13, 2026

Original job description

Company Description Walter Public Investments (WPI) is the portfolio management and distribution platform of Walter Capital Management (WCM), serving institutional investors, high-net-worth individuals, families, and family offices. We offer a multi-strategy investment platform that combines strategies we manufacture in-house with partner strategies we distribute selectively - acting as manufacturer, wholesaler, and distributor of investment solutions under one roof. Our ambition is to keep building one of the most trusted private investment houses in Québec and beyond: a firm where clients benefit from institutional-calibre investment management, direct access to the people who manage their capital, and long-term relationships grounded in trust and genuine partnership. As part of the broader Walter ecosystem, we bring an entrepreneurial mindset and patient, long-term perspective to everything we do.

Role Description We are seeking a motivated and versatile Sales Coordinator to support the Managing Partner in building WPI’s distribution engine. The role has two equally important dimensions: driving the discipline of our sales and business development process and producing the high-quality marketing and communications that fuel it. It is a high-exposure position, ideal for an early-career professional who wants to learn how a growing investment platform builds its client franchise - and who aspires to grow into a client-facing business development role over time.

KEY RESPONSABILITIES

Sales & Business development support

Own the discipline of the CRM (HubSpot): logging touchpoints, keeping pipeline and relationship data current, and supporting the referral-tracking process.
Produce pipeline and activity reporting that keeps the commercial effort measurable and accountable.
Conduct prospect and market research to help structure and prioritize business development activities.
Support the Managing Partner in client and prospect interactions: meeting preparation, briefing materials, note-taking, and timely, well-crafted follow-ups.

Marketing & communications

Take primary responsibility for the WPI newsletter - from content planning through production and distribution.
Contribute to the continuous improvement of the commercial process, including leveraging AI and automation tools to sharpen outreach and content.
Ensure public-facing materials (website, LinkedIn, collateral) tell one consistent, high-quality story.
Coordinate and support Walter events and client touchpoints that generate awareness and follow-up opportunities.
Develop and refine client-facing materials: pitch decks, strategy one-pagers, and consolidated communications aligned with our multi-strategy story.

Qualifications

Bachelor’s degree, preferably in Finance or Business; Marketing or Communications backgrounds will be considered with a demonstrated interest in investments.
1–4 years of relevant experience in asset management, wealth management, financial services, or a comparable client-facing environment; exceptional internships will be considered.
Excellent written and verbal communication skills in both French and English, with genuinely strong writing - our client-facing standard is high.
Interpersonal polish and comfort in client-facing settings; a natural relationship-builder.
Working knowledge of investment concepts and a genuine interest in financial markets and investment management; completion of (or enrolment in) the Canadian Securities Course, or CFA Level I candidacy, is an asset.
Proficiency with CRM tools and strong command of Microsoft Office, particularly PowerPoint; comfort with AI and automation tools.
Strong organizational skills and attention to detail, with the ability to run multiple workstreams in parallel - newsletter cycles, events, CRM, and meeting support.
A self-starter with a collaborative, transparent, and rigorous mindset.

Why join our Team?

A renowned and growing organization.
A collaborative, entrepreneurial environment with direct exposure to senior leadership.
The chance to help build the distribution engine of a growing investment platform - with a clear path toward greater client-facing responsibility.
Professional development supported through training and access to an extensive ecosystem.
Competitive compensation and benefits, including a private gym, paid vacation from your first day, comprehensive group insurance, and unlimited access to virtual healthcare and wellness programs.
Modern offices with easy public-transit access (next to Atwater station), snacks, fresh fruit, and barista-style coffee.
And much more!

Apply on LinkedIn About employer

More about this job

Responsibilities

Manage CRM records, pipeline and activity reporting, prospect research, and meeting support for the Managing Partner. Lead newsletter production and help develop consistent marketing materials, improve commercial processes, and coordinate events and client touchpoints.

Requirements

A bachelor’s degree is preferred, along with 1–4 years of relevant experience; exceptional internships may also be considered. Candidates should have strong French and English communication skills, investment knowledge and interest, CRM and Microsoft Office proficiency, and excellent organization and relationship-building abilities.

Skills

CRM Management
HubSpot
Sales Coordination
Business Development
Pipeline Reporting
Prospect Research
Market Research
Client Relationship Building
Written Communication
Verbal Communication
Newsletter Production
Marketing Communications
PowerPoint
Microsoft Office
AI and Automation Tools
Event Coordination

Benefits

Private Gym
Paid Vacation
Comprehensive Group Insurance
Virtual Healthcare
Wellness Programs
Snacks
Fresh Fruit
Barista-Style Coffee

Visa sponsorship

Not detected in the job text

Keywords

Asset Management
Wealth Management
Investment Management
Financial Services
Sales Coordination
Business Development
Distribution
HubSpot
CRM
Pipeline Management
Referral Tracking
Prospect Research
Market Research
Newsletter
Marketing Communications
PowerPoint
Microsoft Office
AI Tools
Automation
Client-Facing Materials
Pitch Decks
Investment Strategies
Financial Markets
Canadian Securities Course
CFA Level I
Event Coordination
French
English

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Jobs in Canada