Regional Sales Coordinator

2 weeks ago

Toronto, Canada Canoe Financial Full time

**About Canoe Financial**

Canoe Financial is one of Canada’s fastest growing independent mutual fund companies managing over $19.0 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.

**Description**

**Responsibilities**
- Provide administrative support to designated territories within the Ontario sales team, as well as to the SVP, Regional Sales Director for Central Canada
- Scheduling and/or coordinating territory 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
- Booking all travel including air, hotel and transportation for the sales teams
- Processing the sales teams expenses and cheque requests

**Location**: Downtown Toronto

**Requirements**:
**Knowledge**:

- Related post-secondary education
- Previous experience in the financial industry or a similar support role is an asset
- Advanced knowledge of MS Office

**Skills**:

- Excellent communication skills
- Professional telephone manner
- Excellent interpersonal and organizational skills
- Strong problem-solving, customer service, and multitasking abilities, while being committed to excellence
- Ability to work independently and in a team environment
- Knowledge of National Instrument 81-105 is an asset

We thank all applicants for their interest, however only those in consideration for the role will be contacted.

**Job Types**: Full-time, Permanent

Pay: From $55,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Financial services: 1 year (preferred)

Work Location: In person

Application deadline: 2025-01-31

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