Careers

About the Opportunity

This is a rare opportunity to join a leading asset management firm as a CRM Data and Analytics Engineer at Caldwell Investment Management. This contract position is for a 12-month term, with the potential to be extended. This is a critical role that involves the modification and enhancement of our Client Relationship Management system (CRM), which powers our marketing outreach to investment advisors across Canada (our clients).

If you thrive at the intersection of technology and process improvement, 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.
• 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.
• Post-secondary degree or diploma in Software Engineering, 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.

Requirements added by the job poster:

• Commute to this job’s location
• Can start immediately
• Accept a background check
• Working in an onsite setting
• 3+ years of work experience with Microsoft Excel

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 in the range of $60,000 - $100,000, depending on the candidate’s qualifications.
• Discretionary performance-based bonus opportunities, and comprehensive group benefits.
• A high-performance, meritocratic team environment where results and initiative define success.
• Direct mentorship and coaching from senior leadership.

_____________________________________
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 Investment Ltd. is committed to the principles of employment equity and diversity.

Applications, cover letters and resumes may be sent to careers@caldwellinvestment.com

We thank all applicants; however, only those selected for an interview will be contacted.

No telephone inquiries please.

About the job

We are looking for an Inside Sales Representative 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.

Please note: this is a full-time position located at 150 King St. W., in Toronto with an expectation to work on-site 5 days per week.

Key Responsibilities:

As a Inside Sales Representative 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:

• Minimum 3+ of related financial services inside sales experience
• Minimum University Bachelors degree, preferably in a field such as Commerce, Finance or Business Administration
• 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

_____________________________________

Caldwell Investment Ltd. is committed to the principles of employment equity and diversity.

Applications, cover letters and resumes may be sent to careers@caldwellinvestment.com

We thank all applicants; however, only those selected for an interview will be contacted.

No telephone inquiries please.