Position: Regional Sales Coordinator

Location: Toronto, Ontario, On-Site Role summary

Canoe Financial is seeking a full-time sales coordinator to support the Toronto office. We are looking for a candidate that is professional, has strong verbal and written skills, is able to multi-task, work under tight deadlines and is well organized. As the organization continues to grow, the candidate must be willing and able to accept change and take on new tasks as required. Key responsibilities:

Providing administrative support for the Toronto sales team

Scheduling and/or coordinating territory/corporate events, branch meetings and product manager presentations which includes sending invitations, booking venues, catering and confirming attendance

Sending weekly/monthly/quarterly thank you/congratulation cards

Coordinating printing of marketing materials

Preparing correspondence, special mailings, client reports, marketing kits

Sorting and prioritizing incoming client mail, emails, answering/redirecting calls, responding to inquiries/requests

Maintaining all client related information in the CRM (Salesforce.com) database

Booking all travel including air, hotel and transportation for the sales teams

Processing the sales teams expenses and cheque requests

Qualifications & Requirements:

Related post-secondary education

Previous experience in the financial industry or a similar support role is an asset

Advanced knowledge of MS Word, Outlook, Excel and PowerPoint

Excellent communication skills

Professional telephone manner

Excellent interpersonal and organizational skills

Ability to work well under pressure

Ability to work independently and in a team environment

Knowledge of the mutual fund industry

Knowledge of National Instrument NI 81-105 is an asset





Experience with Salesforce is an asset

Working in an onsite setting What we offer:

· Premium health and dental perks and RRSP matching.

· A collaborative, entrepreneurial, high-performance culture.

· Modern downtown office environment. Why work at Canoe Financial

Canoe Financial is one of Canada’s fastest-growing independent mutual fund companies, built on a culture of ownership, performance, and entrepreneurial drive. As an employee-owned firm, we move decisively, think independently, and empower our people to make real impact. Our values (Active. Independent. Focused.) guide how we manage money, how we build products, and how we work together.

You’ll be part of a conviction-led firm that excels by doing things exceptionally well and stands behind its award-winning investment solutions with discipline and expertise. As a Canadian-owned and operated firm with deep roots across the country, we take pride in investing for Canadians, by Canadians. And in a firm that values initiative and accountability, strong performance naturally creates opportunities. Company profile

Canoe Financial manages over 24 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians.

Canoe

Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal. Base Salary $50,000.00 - $60,000.00 Salary will vary depending on factors such as experience, education and qualifications.

Performance

Bonus

Eligible for a discretionary bonus based on your contributions.

Note to Applicants This posting is for an existing vacancy. Canoe may use artificial intelligence to screen, assess or select applicants.

📌 Regional Sales Coordinator (Toronto)
🏢 Canoe Financial
📍 Toronto