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Investment Advisor Sales Support Specialist
Bridgehouse Asset Managers
📍
toronto, Canada
Location
toronto
Posted
June 05, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Join a results-driven sales team as a Regional Sales Coordinator, specializing in supporting Canadian financial advisors. This rewarding role focuses on relationship-building and organizational support.
Operating from the Toronto office, you will assist in managing presentations, organizing events, and reaching out to investment advisors. Your role requires a blend of proactive outreach and meticulous organization to ensure success within the sales territory.
Key Responsibilities:
• Support Regional Associates with presentations and meetings
• Organize and coordinate events with relevant stakeholders
• Engage in outbound sales communications with advisors
• Maintain sales activity records in Salesforce
• Share insights and challenges during team meetings
Requirements:
• Post-secondary or college diploma required
• Knowledge of the financial services landscape preferred
• Strong verbal and written communication skills
• Experience with CRM tools benef...
Operating from the Toronto office, you will assist in managing presentations, organizing events, and reaching out to investment advisors. Your role requires a blend of proactive outreach and meticulous organization to ensure success within the sales territory.
Key Responsibilities:
• Support Regional Associates with presentations and meetings
• Organize and coordinate events with relevant stakeholders
• Engage in outbound sales communications with advisors
• Maintain sales activity records in Salesforce
• Share insights and challenges during team meetings
Requirements:
• Post-secondary or college diploma required
• Knowledge of the financial services landscape preferred
• Strong verbal and written communication skills
• Experience with CRM tools benef...