Act as a liaison between internal teams to ensure alignment of goals and strategies.
Identify and facilitate collaboration opportunities across business units.
Support the negotiation and execution of internal sponsorships and go-to-market plans.
Coordinate national and inter-regional initiatives and events in partnership with Sales and Marketing.
Lead and manage cross-functional projects to ensure timely and effective delivery.
Streamline internal processes to enhance engagement and business development efficiency.
Develop and maintain internal reporting tools to track performance against commitments.
Monitor industry trends, competitor activity, and regulatory developments to inform strategy.

Requirements

Minimum 5 years of experience in sales coordination, strategy, or financial services.
Strong understanding of Canadian financial distribution channels (advisors, brokers).
Proven ability to manage complex projects and influence cross-functional teams.
Advanced analytical skills; proficiency in Excel, Power BI, Tableau, or similar tools.
Exceptional communication, presentation, and stakeholder engagement skills.
Bilingualism (English and French) is an asset, especially for clients from Quebec.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales coordinationstrategyfinancial servicesproject managementanalytical skillsExcelPower BITableau

Soft Skills

communicationpresentationstakeholder engagementcollaborationinfluence