Sales Coordinator

PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 70 people by seeking out and hiring the most qualified, talented, and experienced people.

We are seeking a Sales Coordinator to support our Sales Team across Canada. The successful candidate will work on a hybrid work schedule out of our Vancouver office. This is an excellent opportunity for someone driven to produce results both individually and as part of a team. With our track record of performance and regional growth, success in this role could open opportunities for career advancement within our firm.

Responsibilities will include:

• Providing support to territory wholesalers through:

  • Scheduling client meetings, events, branch meetings and presentations; coordinating associated logistics such as venue booking and delegate management.
  • Ensuring all teams have the most up-to-date marketing materials and presentations.
  • Organizing recognition and sponsorship, including gifts and merchandise.
  • Preparing daily sales reports.
  • Maintaining accurate client records in the CRM; filtering and cutting data according to sales events, campaigns and updating daily activities.
  • Preparing expense claims for certain team members.

• Quarterbacking for the entire sales team; being a contact point for inbound enquiries to both general email and phone lines and redirecting enquiries to appropriate salespersons accordingly.

• Occasionally representing Pender at branch visits and presentations, client seminars, road shows, and conferences.

• Maintaining a comprehensive understanding of Pender’s funds and industry trends in the market, and related considerations for advisors and their investors.

Skills and qualifications:

• Undergraduate degree in business, finance, or related field.
• Excellent communication skills, both written and verbal; professional telephone manner.
• Excellent interpersonal and organizational skills.
• Ability to work well under pressure.
• Ability to work independently and to be a great team player.
• Superior customer service skills.
• Strong organizational and problem-solving skills.
• Keen attention to detail.
• Excellent proficiency with Microsoft Office particularly Word, Excel, Outlook, PowerPoint and SharePoint.

Additional strengths you may bring to the role:

• Completion of the Canadian Securities Course or willingness to complete within one year.
• Knowledge of the securities industry, particularly of stock and bond markets and how they relate to funds.
• Knowledge of Salesforce.com a strong asset.

What’s in it for you?

• Great compensation (benefits package, competitive base, and bonus.)
• Ongoing training to develop market and product knowledge and sales skills.
• Opportunities for ongoing professional development and career advancement.
• You can work from the office or a combination of home and office, collaborating with a talented and growing team.

We are sharing that the estimated salary range for this position is $45,000 - $55,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.

Our commitment to equity, diversity and inclusion: 

Pender is committed to creating and maintaining a workplace that recognizes and values differences.  It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.