Founded in Toronto in 1962, Guardian Capital Group Limited (Guardian) is a global financial services company, which provides investment management services to institutional, retail and private high and ultra-high-net-worth clients through its subsidiaries. Guardian is headquartered in Canada and operates in Canada, the United Kingdom, the United States and the Caribbean. Guardian is a wholly owned subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group. To learn more about Guardian, visit. JOB STATEMENT As the Revenue Operations Engineer (Salesforce + Data), you will sit at the center of connecting CRM data, technology, and sales operations to help wholesalers and inside sales reps work more effectively. This role is primarily focused on Salesforce/CRM ownership, technical operation and sales enablement. You will manage the systems and pipelines the team relies on daily, identify pain points across the sales organization, and build solutions that turn data into action. The right person is as comfortable in a conversation with business users as they are managing a data pipeline or configuring Salesforce. We are looking for a self-starter who takes initiative and sees problems through to completion. The ideal candidate will bring an engineering mindset and be comfortable reading and working with code, managing technical solutions built by others, and rolling up their sleeves to build something new when the situation calls for it.



The role will not only support operations but design and scale how revenue teams use systems, data, and workflows to drive growth. ESSENTIAL FUNCTIONS Owning and maintaining the Salesforce data model (Salesforce Financial Services Cloud version), automation (Salesforce Flows), and reporting infrastructure for the retail asset management team. Managing Salesforce marketing tools including Pardot and Engage for campaign execution, email deployment, and audience management. Maintaining accurate data and contacts across CRM systems and ensuring consistent data quality standards. Sales Enablement & Advisor Engagement - Ongoing engagement with the Sales team and senior leadership within the Retail Asset Management business to identify pain points and build out solutions, including recent tools, workflows, dashboards, or automations. Supporting the Retail Asset Management team in executing strategic marketing and distribution goals through digital tools and campaigns. Building standardized dashboards, reports, and automated performance summary emails for the Sales team. Collaborating with the Guardian Marketing team on content, campaigns, and product marketing collateral for the retail channel. Define and implement structured outreach cadence (step-by-step engagement model) for Financial Advisors Managing ETL pipelines that process mutual fund (MF) and separately managed

📌 Revenue Operations Engineer (Toronto)
🏢 Guardian Capital Group
📍 Toronto