Wealth Sales Coordinator

Support the regional wealth distribution team with administrative and coordination tasks in a hybrid workplace. Responsibilities include scheduling wholesaler meetings to meet regional targets, preparing expense reports and mileage logs for VP approval, assisting in developing and reviewing strategic business plans, coordinating region-wide events (venue research, bookings, invitations, RSVP, materials), ensuring marketing kits and campaigns are sent to clients, facilitating mass emails with quality checks, processing payments for outside contracts related to events, maintaining CRM contact data, issuing CE credits certificates post-events, supporting cross-department collaboration (Product, Marketing, Finance, IT), participating in sales calls/meetings, and keeping wholesalers informed of upcoming events and webinars. Requires bilingual proficiency (French and English) and 2+ years of administrative experience, with a college diploma or equivalent and familiarity with IFIC/CSC credentials as assets.