Sales & Events Coordinator - 87335

Sales & Events Coordinator - 87335

Duration: 1-year contract (possible extension)

Location: Toronto (4 days onsite)

Pay: $29.62/hr - $33.59/hr

Role Overview

The Sales Coordinator, Institutional Sales & Service Support plays a critical behind-the-scenes role in enabling the success of the institutional sales and service team. This position supports day-to-day sales and client service activities through coordinated sales enablement, communications, event execution, and content development. The ideal candidate is highly organized, service-oriented, and comfortable operating in a fast-paced, matrix environment. They bring strong attention to detail, excellent communication skills, and the ability to collaborate effectively across sales, investment, marketing, compliance, and operations teams.

Key Responsibilities

Institutional Sales & Service Support

• Provide comprehensive administrative and operational support to the institutional sales and service team, ensuring smooth execution of client-facing and internal initiatives.

• Support client service processes, sales activities, and general enablement need that help teams meet business and client service objectives.

•Act as a reliable point of coordination for ad-hoc requests, ongoing initiatives, and back-up support for key team activities.

Sales Enablement & Communications

• Prepare and coordinate internal and external sales and client communications, ensuring clarity, accuracy, consistency, and alignment with business priorities.

• Project manage the development and distribution of sales materials and non-product value-add collateral, coordinating copy, design, compliance review, translation, and final delivery.

•Maintain and organize sales content and materials within content management systems, ensuring teams have timely access to current information.

Event & Sponsorship Coordination

• Support the planning, coordination, and execution of internal and external events, including conferences, roadshows, sponsorships, and client meetings.

• Manage event logistics, materials preparation, communications, and post-event follow-up in collaboration with sales leaders and internal partners.

•Assist in promotional merchandise and inventory management related to events and client engagement initiatives.

Project & Stakeholder Coordination

• Partner effectively with internal stakeholders across distribution, marketing, product, investment teams, compliance, and operations to execute initiatives on time and to a high standard.

• Lead project planning and execution by tracking timelines, coordinating deliverables, and ensuring consistency and quality in outputs.

•Proactively identify opportunities to improve sales support, enablement processes, and the overall client experience.

Must Have Skills:

• University degree or equivalent experience

• 3+ years of experience in financial services, or asset management industry

• 3+ years' Event management experience, including planning and execution

• 3+ years' experience in Sales support, administrative support and/or client service

• Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.

Nice to Have Skills:

• General understanding of investments, asset classes, and the institutional sales environment.

• Familiarity with CRM or sales enablement platforms (e.g., Salesforce, Seismic).

• Canadian Securities Course (CSC) or progress toward completion.

• Knowledge of regulatory requirements within the investment industry.