Sales Support Specialist

Centurion Asset Management Inc.

. Develop and foster positive relationships with internal and external stakeholders .

Posted 11/9/2026full-timeToronto • CanadaJuniorMid-Level💰 CA$60,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while managing stakeholder relationships and sales data analysis. Proficient in Salesforce CRM and MS Office, with a focus on enhancing client services and operational efficiency.

Highest-signal resume keywords

Salesforce CRM ExpertiseData Analysis and ReportingExceptional Communication SkillsOrganizational SkillsClient Services Excellence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Data AnalysisExpense ReportingMeeting CoordinationDatabase ManagementSales ReportingProcess ImprovementTravel CoordinationEvent PlanningMulti-taskingReconciliation

Soft Skills

Interpersonal SkillsDetail-orientedProblem-solvingInitiativeFollow-up Skills

Tools & Technologies

MS Office SuiteSalesforceConstant Contact

Certifications & Qualifications

Exempt Market Dealer Representative Course

Industry Keywords

Securities IndustryReal Estate IndustryClient RelationsInvestor RelationsSales Performance Metrics

About the role

Key responsibilities & impact

Develop and foster positive relationships with internal and external stakeholders
Assist Sales and Investment Administration Teams with advisor, broker, and investor inquiries and requests
Coordinate and schedule Sales Team Meetings, preparing agendas, schedules, and packages
Transcribe, compile, and distribute meeting minutes and conference-call minutes
Assist with organizing and planning sales events and conferences
Manage vendor relationships for events
Manage the Vice President of National Advisor Sales’ calendar and assist with scheduling appointments and meetings
Research and book travel, including hotels, flights, and car rentals
Prepare expense reports and obtain required approval signatures
Complete weekly reconciliations for the Sales Corporate Credit Card
Complete administrative responsibilities and special projects for the Sales Team
Clean up, administer, and manage Salesforce and Constant Contact databases
Arrange courier delivery and pickup of sales and marketing materials
Manage the marketing materials database and provide current materials to advisors, brokers, and clients
Manage sales documents and related communications with advisors and provide follow-up
Generate and maintain weekly, monthly, and quarterly sales reports
Analyze sales data for sales-team performance, product performance, and market trends
Create dashboards and reports tracking conversion rates, lead generation, pipeline health, and revenue growth
Identify process improvements and assist with implementing efficiency changes
Ensure sales-data accuracy and integrity across CRM and reporting systems
Maintain databases for sales activities and performance metrics
Provide data-driven recommendations to sales and marketing teams
Track the effectiveness of marketing campaigns, promotional efforts, and sales outreach

Requirements

What you’ll need

A passion for excellence in client services and investor relations
Post-secondary education in business administration or related field
Strong command of Salesforce CRM
Minimum 2 years’ working experience
Experience in the securities and/or real estate industries considered an asset
Exceptional oral and written communication skills
Excellent organizational skills, with a strong ability to multi-task
Exceptional interpersonal skills
Excellent command of MS Office products: Word, Power Point, Excel
Detail-oriented; able to resolve problems using relevant information, sound reasoning and common sense
Forward thinking; able to take the initiative in acquiring and implementing skills specific to the position
Excellent follow-up skills with the ability to effectively resolve issues in a timely matter
Passing the Exempt Market Dealer Representative course exam within 3 months from date of hire is a conditional requirement