Job Title: Sales Coordinator – Advisor Sales Channel 
Duration: 1 year (Possibility of Extension and conversion to FTE)
Location: Toronto, ON M5X 1A9
Hours of Operation: Mon – Fri 9-5 pm (7.5 hours working per day)
 
Role Summary:
The Sales Coordinator provides essential operational, administrative, and process execution support to the advisor sales channel onsite in Toronto office enabling Relationship Managers and Product specialist teams to focus on revenue-generating activities. This role plays a central coordination function across sales enablement, and day-to-day office logistics, with a strong emphasis on service excellence and seamless execution.
 
Success Profile
The ideal candidate is proactive, highly organized, process and service-oriented, and comfortable operating in a fast-paced sales environment while remaining flexible. They bring strong attention to detail, a collaborative mindset, and the ability to balance structured administrative work with hands-on, onsite support. They display superior time management skills including the ability to prioritize work, and are resourceful - can make connections with multiple pieces of information to come to an informed and sound conclusion on how to proceed with a given project. Strong written and verbal communication skills are a requirement. Finally, they are results-oriented, having the ability to identify opportunities and contribute to continuous improvement.
 
Key Responsibilities

• Provide comprehensive sales coordination and administrative support to Advisor Sales Team and Product Specialist teams, acting as a central point of contact for day-to-day execution and ad-hoc needs.
• Partner closely with sales, marketing, events, investment and operations teams to ensure smooth execution of key processes and initiatives and continuous improvement of sales support processes.
• Collect, track, and maintain records of collaborative activities across Relationship Managers and Product Specialist teams to support leadership reporting on coverage, coordination, and effectiveness.
• Support onsite sales team needs at the office, including printing, shipping sales materials, managing physical collateral, and ensuring readiness for meetings and client engagements.
• Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
• Provide light office and meeting support for internal senior leadership and sales meetings, including preparing meeting rooms and handling basic catering duties such as water and coffee setup.
• Process expenses, sponsorships, and administrative requests while ensuring accuracy, timeliness, and adherence to internal policies.
• Leads and execute small sales person led events up to ~20 people.
• Manages expense reports for various sales team members.

 
Must Have:

• University degree or equivalent experience
• 3+ years of experience in financial services, or asset management industry
• 5+ years’ experience in: Sales support, administrative support and/or client service, Communications, Event management including planning and execution, Project Management
• Experience supporting sales or distribution teams
• Experience executing and enforcing processes
• Experience interacting with and providing support for senior level leaders
• Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.
• General understanding of investments and how sales driven firms operate

 
  
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.This position's pay range is $26.34/hr - $28.00/hr.