Title: Sales Coordinator – Advisor Sales Channel

Location: Toronto, ON/Onsite

Duration: 12 Months

Job ID: JP1482

Pay Rate: C$29-34/hr. Inc

Introduction

The role provides essential operational, administrative, and process execution support to the advisor sales channel onsite in our Toronto office. This enables Relationship Managers and Product specialist teams to focus on revenue-generating activities. It is a central coordination function across sales enablement and day-to-day office logistics, with a strong emphasis on service excellence and seamless execution.

Required Skills & Qualifications (Must-have qualifications that candidates must meet to be considered)

- University degree or equivalent experience
- 3 years of experience in financial services or asset management industry
- 5 years experience in sales support, administrative support, and/or client service
- Experience in communications, event management including planning and execution, project management
- Experience supporting sales or distribution teams
- Experience executing and enforcing processes
- Experience interacting with and providing support for senior level leaders
- Strong proficiency with client tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint
- General understanding of investments and how sales-driven firms operate
- 4-5 days per week in office
- Prior work experience at client or in client's Industry

Preferred Skills & Qualifications (Nice-to-have skills but are not required)
- None

Day-to-Day Responsibilities (key tasks and expectations for the role)




- Provide comprehensive sales coordination and administrative support to Advisor Sales Team and Product Specialist teams, acting as a central point of contact for day-to-day execution and ad-hoc needs.
- Partner closely with sales, marketing, events, investment, and operations teams to ensure smooth execution of key processes and initiatives and continuous improvement of sales support processes.
- Collect, track, and maintain records of collaborative activities across Relationship Managers and Product Specialist teams to support leadership reporting on coverage, coordination, and effectiveness.
- Support onsite sales team needs at the office, including printing, shipping sales materials, managing physical collateral, and ensuring readiness for meetings and client engagements.
- Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
- Provide light office and meeting support for internal senior leadership and sales meetings, including preparing meeting rooms and handling basic catering duties such as water and coffee setup.
- Process expenses, sponsorships, and administrative requests while ensuring accuracy, timeliness, and adherence to internal policies.
- Lead and execute small salesperson-led events up to ~20 people.
- Manage expense reports for various sales team members.

Company Benefits & Culture
- Possibility of extension and conversion to full-time employment
- Engaging and energetic work environment
- Opportunities for continuous learning and development

For immediate consideration please click APPLY to begin the screening process with Alex.

📌 Sales Coordinator – Advisor Sales Channel (Toronto)
🏢 Artech Information Systems
📍 Toronto