Regional Sales Coordinator

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 benefits 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.

Provide comprehensive administrative support to the Toronto sales team, including event coordination and travel booking. Manage client information within Salesforce and handle correspondence, reporting, and expense processing.

Requires related post-secondary education and advanced proficiency in Microsoft Office Suite. Experience in the financial industry, knowledge of mutual funds, and familiarity with Salesforce are considered assets.

• Premium health and dental benefits • RRSP matching

• OrganizationPreferred
• Microsoft ExcelPreferred
• Microsoft OutlookPreferred

Identified from the job description. Confirm important requirements above.

• Administrative support
• Event coordination
• CRM management
• Salesforce
• Travel booking
• Expense processing
• MS Word
• Outlook
• Excel
• PowerPoint
• Interpersonal communication
• Organization
• Multi-tasking
• Mutual fund industry knowledge
• NI 81-105 knowledge

• Administrative
• Sales
• Finance & Accounting
• Customer Service & Support

Minimum education

College diploma

Minimum experience

0+ years

Apply by

Feb 6, 2027

Posting language

English

Working hours

40 hours per week

Seniority

Entry level

Application method

Direct apply is available