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About the Role

This role supports sales team activities, facilitates communication between clients and internal teams, assists in organizing sales operations, and provides excellent advisor and self-directed client support. The incumbent will execute various sales coordination tasks, help optimize processes, and ensure seamless sales operations to foster strong client relationships.

Responsibilities

• Support the sales team by coordinating day-to-day operations and identifying new business opportunities across assigned territories
• Maintain accurate CRM records, ensuring data integrity and promoting best practices
• Coordinate sales communications, including mass and personalized advisor emails, and respond professionally to self-directed client inquiries
• Manage calendars, meetings, and travel arrangements for the Head of Sales, Head of Inside Sales, and portfolio managers, including speaker requests and scheduling
• Plan and coordinate sales events, road shows, seminars, conferences, branch presentations, and the firm's bi-annual National Sales Conference
• Prepare presentation materials, marketing collateral, and advisor resources, while managing promotional inventory in partnership with the Marketing team
• Provide administrative support, including expense reports, invoice processing, co-op request administration, branch attendance tracking, and general sales administration for the Toronto office
• Organize weekly sales meetings, prepare meeting summaries, and consolidate sales data to support reporting and performance tracking
• Collaborate with Marketing and other internal departments to ensure the timely execution of sales initiatives and seamless communication
• Take on additional responsibilities, initiatives, or special projects as needed to support the continued growth and success of the firm

Requirements

• Post-secondary diploma or degree in Business Administration, Marketing, Finance, or a related field
• Previous experience in sales coordination, sales operations, client service, or a related role is preferred
• Experience supporting sales teams and managing client relationships, with an understanding of sales processes and best practices, is an asset
• Experience working with customer relationship management (CRM) systems is preferred
• Recent graduates with relevant education, internships, or demonstrated interest in sales and client service are encouraged to apply
• Strong organizational skills with the ability to manage multiple priorities, coordinate projects, and meet deadlines in a fast-paced environment
• Excellent verbal and written communication skills with the ability to engage professionally with clients, advisors, internal teams, and external partners
• Strong customer service orientation with the ability to respond effectively to client inquiries and build positive relationships
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
• Strong attention to detail and accuracy in managing data, documentation, reporting, and administrative processes
• Ability to collaborate effectively within a team while also working independently with minimal supervision
• Knowledge of sales operations and coordination practices to support efficient execution of sales activities
• Experience with data management and reporting tools is an asset
• Programming knowledge in Visual Basic or other programming languages would be considered an asset
• Fluency in English, both written and spoken, is required
• Additional language skills in French, Mandarin, and/or Cantonese are considered an asset
• Authorized to work in Canada

Skills

• Sales Coordination
• Sales Operations
• Client Service
• Relationship Building
• CRM Systems
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Data Management
• Reporting
• Organizational Skills
• Communication Skills
• Customer Service
• Attention to Detail
• Team Collaboration
• Independent Work
• Sales Processes
• Visual Basic
• French
• Mandarin
• Cantonese

Location

• Toronto

Work Type

• Full-Time
• Permanent

Experience Level

• Depending on experience

Education Level

• Post-secondary diploma or degree in Business Administration, Marketing, Finance, or a related field

Salary/Compensations

• $60k - $75k plus incentive compensation

Benefits

• Comprehensive health and wellness benefits

About the Company

• Hamilton ETFs is one of Canada’s fastest-growing exchange-traded fund (“ETF”) providers.
• Based in Toronto’s financial district and with approximately $18 billion in ETF assets under management, we are seeking a motivated individual to join our entrepreneurial team of experienced and talented professionals.
• We value collaboration, open-mindedness and service focused mindsets.
• Diverse and inspiring colleagues and approachable leaders.
• Opportunity to evolve in a growing firm.

Equal Opportunity

• Hamilton ETFs is committed to meeting the accessibility needs of all applicants throughout the recruiting and selection process. Please let us know about any accommodation and/or support requirements.
• Some stages of our recruitment process may use AI-assisted tools to support recruitment efforts; however, all applications are screened and assessed by human reviewers. In addition, all final hiring decisions are made by humans.