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 job
Caldwell Investment Management Ltd. is seeking a dynamic and detail-oriented CRM & Marketing Operations Specialist to help lead the optimization of our client engagement infrastructure and elevate our marketing execution. This hybrid role blends CRM system ownership with hands-on marketing responsibilities, making it ideal for a professional who thrives while working at the intersection of technology, process improvement, and creative communications.
Reporting to the Senior Vice President, Sales and Corporate Development, this role will serve as the internal manager, responsible for all Caldwell Investment Management client communications and brand positioning through our relationship management (CRM) platform. The CRM & Marketing Operations Specialist will seek to enhance the effectiveness of our sales efforts, improve data integrity, and support targeted marketing initiatives. The ideal candidate will also spearhead the design, branding and distribution of sales materials and digital content to help elevate Caldwell Investment Management’s positioning in the Canadian investment landscape.
Key Responsibilities:
CRM Leadership:
- Customize and manage the CRM system to align with firm-wide processes and client engagement strategies
- Build and optimize CRM workflows, automation rules, validation rules, and dashboards
- Conduct user training, create documentation
- Generate reports and data analytics to uncover trends, sales insights, and campaign opportunities
- Coordinate third-party CRM integrations (email marketing, client portals, task management, etc.)
Marketing Operations:
- Design and produce Caldwell Investment Management marketing materials (highlight sheets, commentary layouts, presentations, digital ads) using Adobe Creative Suite, MS Word, PowerPoint, etc.
- Collaborate with sales and investment teams on campaign planning and content development
- Oversee corporate website updates, blog posting, and SEO enhancements
- Execute email marketing campaigns, track analytics, and manage contact segmentation
Assist with regulatory documentation and internal/external content distribution
Qualifications and Experience:
- 3-5 years of experience in a CRM or Marketing Operations role (preferably within financial services)
- Post-secondary degree or diploma in Marketing, Business Technology, or related field
- Extensive experience with CRM platforms, marketing automation tools, and data reporting
- Proficiency in Adobe InDesign, Illustrator, Photoshop, Microsoft Office, and WordPress
- Strong project management skills
We are seeking job candidates who also possess the following 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.
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.
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.