Drive investment sales conversations from Vancouver’s downtown office using confident phone communication and relationship-building skills. This permanent, full-time schedule runs Monday through Friday.

As a Sales Coordinator, you will support an experienced financial services sales team. You will engage Investment Advisors, promote investment products, generate business opportunities, and coordinate appointments. The position suits candidates developing sales, business development, and skilled relationship skills in the investment industry.

Key Responsibilities:

- Call existing and prospective Investment Advisors across Western Canada
- Promote investment products and identify business opportunities
- Build professional relationships through consistent follow-up




- Schedule qualified meetings for Business Development Representatives
- Maintain advisor interactions and sales activities in CRM

Requirements:

- College diploma or undergraduate degree in any discipline
- Sales, customer service, relationship management, or financial services experience preferred
- Comfort making frequent outbound calls
- Excellent verbal and written communication skills
- Microsoft Office proficiency, including Word, Excel, Outlook, and PowerPoint

Develop investment sales, advisor relationship, appointment coordination, and CRM skills while supporting business development from Vancouver.

📌 Investment Sales Coordinator Vancouver (Canada)
🏢 Recruiting in Motion
📍 Canada