National Sales Enablement and Partnership Coordinator

Aviso Wealth • Toronto, ON

1d • CA$70,000 - CA$75,000 • Hybrid

About The Position

The National Sales Enablement and Partnership Coordinator will join the Strategic Partnership and Priority Clients team. This role is responsible for supporting and enabling the partnerships and priority client teams. Key responsibilities include crafting standardized and tailored communications and communication plans, identifying and researching prospective clients and partners, designing, maintaining, and optimizing team-wide reporting and insights, coordinating high priority client and partner events, and supporting broader sales operations and enablement initiatives. This role is critical in driving consistency, efficiency, and effectiveness across partnership and priority client efforts.

Requirements

• Post-secondary degree/diploma in Business Administration or related field.
• 3-5 years of work experience in sales operations, business development, partnerships, revenue operations, or a related role.
• Hands-on experience coordinating events (client, partner, or industry), including logistics and follow-up.
• Experience in creating client-facing communications and/or sales enablement materials.
• Ability to conduct research on potential prospects.
• Comfort working with CRM tools or ability to learn tools quickly (e.g., Salesforce).
• Strong analytical skills with the ability to work with data, dashboards, and reporting to support decision-making (advanced experience with Excel is a strong asset).
• Strong organization and time management skills.
• Fluent communication skills in English are required.

Nice To Haves

• Familiarity with and a passion for, Online Brokerage and/or Robo-Advice.
• Bilingual skills in French are an asset.

Responsibilities

• Maintaining relationships with prospective and existing Direct Investing partners, clients, and internal stakeholders to support business development, onboarding, and ongoing engagement.
• Supporting the execution of business processes by understanding partner and client needs, coordinating tailored follow-ups, and helping advance opportunities through the pipeline.
• Developing and executing client-facing and partner-facing communications, including outreach materials, updates, and coordinated messaging.
• Planning and coordinating client and partner events/meetings, including logistics, invitations, follow-ups, and post-event reporting.
• Scheduling and managing large group meetings, including strategic client meetings, for the Strategic Partnerships and High Priority Client teams.
• Supporting Relationship Directors on partner onboarding requests and escalations.
• Collaborating closely with sales leadership and other functional partners (e.g., marketing) to improve go-to-market execution, partner engagement, and results.
• Supporting sales prospecting efforts by identifying, researching, and qualifying new opportunities.

Benefits

• Competitive compensation package that rewards and recognizes individual contributions.
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees.
• Generous vacation time, fitness benefit, parental leave top-up options.
• Matching contributions to our retirement program.
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
• Regular social events to foster teamwork.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree