Sales Support Coordinator

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

“I can succeed as a Sales Support Coordinator at Capital Group.”

We’re looking for a sales support coordinator who is fluent in both English and French to join our team in Montreal.

As the sales support coordinator, you will provide administrative support to your team. You will partner with a wholesaler and regional wholesaler to cover a geographic territory, as well as work with other associates within the organization.

The role involves coordinating a client meeting scheduling strategy with your sales team, scheduling client meetings for the wholesaler, arranging travel, preparing correspondences and compliance documents, tracking expenses and business promo activities, and planning events.

You will make outbound calls and send scheduling emails, follow-up on meeting requests, maintain coverage reports, coordinate meeting logistics, confirm meetings, and reschedule cancelled meetings.

You will send literature and other requested marketing materials to clients and coordinate travel arrangements for your wholesaler (e.g., airfare, hotel, transportation).

You will secure event venues or rooms, coordinate catering, send event invitations, and track RSVPs for your territory events.

You will track and monitor expenses and business promo activities in a timely and accurate manner. This involves ensuring that all expenses and activities are following company policies and industry compliance regulations.

A typical day may include, scheduling client meetings via phone and email, utilizing scheduling tools in our CRM system (Salesforce), maintaining client profiles, sending out marketing materials, expense reporting and completing ad hoc requests.

“I am the person Capital Group is looking for.”