Sales Enablement Lead

Aviso Wealth

Sales Enablement & Effectiveness Lead for a wealth management firm in Canada. Enhancing sales performance through planning, training, and technology solutions in a hybrid work environment.

Posted 7/20/2026full-timeToronto • 🇨🇦 CanadaSenior💰 CA$110,000 - CA$120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales planning, performance management, and pipeline evaluation, with a strong focus on data analysis and actionable insights. Proficient in designing training programs and managing CRM technologies to enhance sales effectiveness and operational efficiency.

Highest-signal resume keywords

Sales PlanningPipeline ManagementCRM OwnershipData AnalysisSales Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales EnablementPerformance ManagementTarget SettingPipeline Health EvaluationDeal Progression AnalysisForecast ConfidenceSales OnboardingCoaching FrameworksAnalytical SkillsSales Strategy Execution

Soft Skills

Excellent CommunicationOrganizational SkillsProactive ApproachComfortable in AmbiguityExecutive-Level Storytelling

Tools & Technologies

CRM PlatformsSalesforceSales Enablement ToolsReporting PlatformsPipeline Management Tools

Industry Keywords

Wealth ManagementOnline BrokerageFinancial Services

About the role

Key responsibilities & impact

Own and support the sales planning and performance lifecycle, including target setting support, achievement‑to‑plan management, and inputs into forecasting and capacity planning
Evaluate and manage pipeline health, velocity, and quality, including coverage ratios, stage progression, conversion rates, deal hygiene, and risk identification
Translate sales strategy into clear activity and execution models that align day‑to‑day sales activity with pipeline generation, deal progression, and revenue outcomes
Design, maintain, and continuously improve sales performance and pipeline dashboards/heat maps, delivering actionable insights on progress, gaps, risks, and opportunities
Partner with sales leaders to identify coaching and performance improvement opportunities based on pipeline behavior, deal execution, and performance trends
Lead sales onboarding, training, and ongoing capability development, including playbooks, frameworks, and best practices focused on execution excellence and pipeline discipline
Own the sales technology roadmap, acting as the business owner for CRM, sales enablement tools, pipeline management, reporting platforms, and workflow optimization
Serve as the central representative and voice of Sales for innovation initiatives, workshops, pilots, and cross‑functional programs, consolidating feedback and ensuring sales priorities are clearly represented

Requirements

What you’ll need

Post‑secondary degree/diploma in Business, Commerce, Finance, or a related field (required)
5-7 years of experience in sales enablement, sales operations, revenue operations, or sales performance roles (required)
Proven experience supporting sales planning, target setting, achievement‑to‑plan analysis, and performance management (required)
Strong experience evaluating pipeline health, velocity, and quality, including conversion rates, deal progression, and forecast confidence (required)
Hands‑on experience designing and delivering sales onboarding, training programs, and coaching frameworks (required)
Experience acting as a business owner for CRM and sales technology platforms (e.g., Salesforce), including roadmap ownership and adoption (required)
Strong analytical skills with the ability to translate data into clear insights and actions (required)
Excellent written and verbal communication skills, including executive‑level storytelling (required)
Fluent communication skills in English are required and bilingual skills in French are an asset
Highly organized, proactive, and comfortable operating in ambiguity (required)
Experience in wealth management, online brokerage, or financial services (preferred)

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork