Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.
CIM is a growing firm and employs bottom-up investment processes to manage differentiated, high active share portfolios.
Applications, cover letters and resumes may be sent to careers@caldwellinvestment.com
About the Opportunity
This is a rare opportunity to combine technical proficiency with client-facing expertise in a leading asset management firm. As a CRM Manager & Business Development Associate at Caldwell Investment Management, you won’t just manage a client relationship system, you’ll design how we engage with investment advisors (our clients), build the infrastructure that powers our marketing outreach, and then use it yourself to help drive business growth.
If you thrive at the intersection of technology, process improvement, and relationship-building, this role offers a platform to make a direct and measurable impact on both our operations and revenue generating ability.
You will report to the Senior Vice President, Sales and Corporate Development, working in a high-performance, meritocratic environment where initiative and intellectual rigor are rewarded.
Key Responsibilities:
CRM Leadership
- Own and customize our CRM (Zoho) to align with firm-wide processes and advisor engagement strategies.
- Integrate third-party data sources into unified formats within the CRM.
- Build and optimize workflows, automation rules, dashboards, and reporting.
- Deliver actionable insights through data analytics to sharpen sales and marketing decisions.
- Coordinate CRM integrations (email marketing, client portals, task management, etc.).
- Execute email campaigns, manage segmentation, and track analytics.
- Train internal users and maintain process documentation.
Business Development & Sales
- Dedicate 1–2 days per week to proactive outreach, calling investment advisors across Canada.
- Embrace cold calling as a strategic entry point. Identify new leads, opening doors, and setting the stage for long-term relationships.
- Leverage CRM insights to tailor outreach and maximize advisor engagement.
- Maintain strong knowledge of Caldwell’s investment strategies to effectively position our offerings.
- Collaborate with sales and marketing teams on targeted campaigns and outreach initiatives.
- Record all interactions, call notes, and meeting details accurately within Zoho CRM.
Qualifications and Experience:
Requirements
- 3–5 years experience in CRM development/management, preferably within financial services.
- Strong interpersonal and communication skills, with proven sales ability.
- Post-secondary degree or diploma in Business Technology, Computer Science, or related field.
- Proficiency with CRM platforms (Zoho preferred), marketing automation tools, and data reporting.
- Ability to design and maintain custom dashboards integrating multiple systems.
- Strong project management skills with the ability to manage multiple deadlines and stakeholders.
- Proficiency in Microsoft Office (Excel, PowerPoint) and familiarity with Adobe Creative Suite or WordPress.
Additional Desired Skills
- Working knowledge of HTML/CSS and JavaScript.
- Experience with SQL, Python, or R for CRM data analysis and reporting.
- Exposure to advanced tools such as Airflow, Selenium, or API/webhook integrations.
- Familiarity with data orchestration, web scraping, or enrichment tools.
What We Offer:
- Competitive base salary, performance-based bonus opportunities, and comprehensive group benefits.
- A high-performance, meritocratic team environment where results and initiative define success.
- The chance to shape how a leading asset manager uses technology to engage with advisors and grow relationships.
- Direct mentorship and coaching from senior leadership.
- Clear growth trajectory — excelling in this role can position you for senior opportunities in sales, technology, or corporate development.
About Caldwell Investment Management Ltd.:
Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.
CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.
Our Workplace:
Join Caldwell and be part of our highly engaged and growing team, where employees:
(i) reach their full potential,
(ii) consistently deliver high-quality client experiences; and
(iii) produce significant results.
Applications, cover letters and resumes may also be sent to careers@caldwellinvestment.com
_____________________________________
Caldwell is an equal opportunity employer.
Caldwell Investment Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted.
No telephone inquiries please.
Currently this position is filled. We are always looking for skilled talent. If you choose to apply for this position, we will contact you if the job becomes vacant.
About the job
We are looking for a Investment Funds Inside Sales Associate to join our Sales Team. We are seeking job candidates with experience in the investment / mutual fund industry. The successful candidate will be responsible for inside sales of Caldwell’s family of investment funds. The candidate will be a key member of the sales and marketing team, responsible for executing strategies to increase assets under management and promote Caldwell’s investment products to advisory groups working primarily within the Canadian Investment Regulatory Organization (CIRO) channel.
Key Responsibilities:
As a Inside Sales Associate you will:
- Conduct pro-active call and sales campaigns to promote Caldwell Investment Management products to investment advisors, primarily within the CIRO channel.
- Source, evaluate and connect with Investment Advisors by utilizing cold call techniques.
- Maintain in-depth knowledge of Caldwell products and initiatives.
- Answer existing and potential advisor/client questions and send additional information, as required.
- Assist in the development of literature for promoting products.
- Work closely and collaboratively with the Sales teams to organize campaigns and events for Investment Advisors.
- Update call/meeting activities and maintain accurate advisor records within our Client Relationship Management system on a timely basis.
Education and Experience:
- 4-5 years of related financial services inside sales experience
- Undergraduate in Finance or Commerce
- Strong track record of academic achievement
Qualifications and Competencies:
We are seeking job candidates who possess the following qualifications and competencies:
- Exceptional interpersonal and sales skills
- A positive and flexible attitude
- Good organizational skills and ability to set priorities and meet deadlines
- Proficient with Microsoft office, including Excel and PowerPoint
- Strong team player skills
- Outstanding relationship building skills
- The ability to partner with the business to achieve firm and team goals
- Strong written and verbal communication skills
- The ability to proactively identify issues and recommend solutions
- A good work ethic
- An entrepreneurial spirit
What We Offer:
- A comprehensive total rewards program including competitive base pay, bonus opportunities and group benefits
- Compensation that varies based on skills and demonstrated experience of the applicant
- A progressive and high-performing team environment
- Ongoing mentoring and coaching
About Caldwell Investment Management Ltd.:
Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.
CIM is a growing firm, which offers various differentiated strategies generally designed to provide clients with attractive long-term return potential and diversification benefits, with an emphasis on capital preservation.
Our Workplace:
Join Caldwell and be part of our highly engaged and growing team, where employees:
(i) reach their full potential,
(ii) consistently deliver high-quality client experiences; and
(iii) produce significant results.
_____________________________________
Caldwell is an equal opportunity employer.
Caldwell Investment Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted.
No telephone inquiries please.