23 Oct
|
703 CIAM Capital Int Asset Mgt(CA)
|
Toronto
23 Oct
703 CIAM Capital Int Asset Mgt(CA)
Toronto
We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
You’ll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses. “Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options Receive 2-for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn recent ones I can succeed as a Sales Support Coordinator at Capital Group. Schedule client meetings with financial advisors and arrange travel for the wholesaler.
Utilize scheduling tools in our CRM system (Salesforce), maintain client profiles, send out marketing materials and complete ad hoc requests. Track and monitor expenses and business promotional activities in a timely and accurate manner, ensuring all expenses and activities comply with company policies and industry regulations. Provide administrative support, including maintaining daily and weekly sales reports.
You have bachelor’s degree with a preference in business. You have 1-3 years of solid background in sales/marketing, including calling in the financial industry.
You understand and anticipate the needs of customers and provide them with the highest level of service.
You have strong organizational and time management skills. You have proficiency in Microsoft Office Suite and Salesforce, and you can leverage AI to work effectively. You are a collaborative team player who thinks outside the box to find creative solutions.
Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options Receive 2-for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones Capital offers a competitive compensation package that includes eligibility for two bonus programs and a contribution to the group retirement plan (subject to requirements of each plan). Temporary positions are excluded from the above-mentioned compensation and benefit plans. The role requires 4 office days in our downtown Toronto office on Mon. and allows 1 WFH days on Fri.
Based in the Toronto office. We use Artificial Intelligence (“AI”) enhanced tools that include features to help us match the skills and interests that applicants provide in their resume and job application to the position requirements. Such AI features support our hiring team to make final hiring or assessment decisions.
We welcome and encourage applications from people with disabilities. We are an equal opportunity employer, which means we comply with applicable laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of a protected ground, including race, religion, age, gender, disability, sexual orientation and marital/family status. #
📌 Sales Support Management Coordinator (Toronto)
🏢 703 CIAM Capital Int Asset Mgt(CA)
📍 Toronto