**This Hybrid role (in office Tues-Wed-Thurs) is based in Toronto, Canada**
Responsibilities
- Coordinate sales meetings, events, and related logistics. Gather and organize metrics to support reporting and analysis.
- Assist the sales team with updating, auditing, and enhancing client and prospect information within CRM systems.
- Respond to routine or moderately complex inquiries from existing and prospective clients with professionalism and care.
- Manage administrative tasks, follow‑ups, and client requests so sales executives can focus on external engagement and relationship building.
- Research solutions to client needs, analyze performance and market data, and prepare summaries or recommendations as needed.
- Contribute to special projects, team priorities, and other duties that support the broader sales organization.
Education & Experience:
1-2+ years of relevant work experience preferred (internships and co‑ops welcome).
Undergraduate degree, or an equivalent combination of training and experience.
Experience with Microsoft Dynamics or other CRM platforms is an asset.
Nice to have:
Investment Industry experience.
Experience Completion of the Canadian Securities Course
Experience in mutual funds and/or ETFs
Understanding of the Canadian advisor advice channel
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
