Sales Coordinator
Listed on 2026-09-12
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Sales
CRM Systems & Management, Office Administrator/ Coordinator, Sales Administrator, Client Relationship Management
Final date to receive applications: 09/21/2026
Address: 100 King Street West
Job Family Group:
Capital Mrkts Sales & Service
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.
#bmocapitalmarkets
The Sales Coordinator role is an entry‑level position on the Global Markets trading floor designed for high‑potential individuals seeking to build a long-term career in Capital Markets. The role provides hands‑on exposure to sales, trading, and client activity while supporting the day‑to‑day operations of a fast‑paced trading desk. This position requires strong attention to detail, intellectual curiosity, and the ability to perform under pressure.
The successful candidate will demonstrate a strong work ethic, operational excellence, and a willingness to learn—earning increased responsibility over time through consistent performance and initiative.
- Provide real‑time administrative and operational support to Sales and Trading teams on the trading floor.
- Serve as a point of contact for inbound client calls and inquiries, directing requests appropriately and ensuring timely follow‑up.
- Support daily desk workflows to ensure responsiveness, organization, and operational efficiency.
- Coordinate closely with Sales, Trading, and internal partners to support smooth desk operations.
- Maintain and update client distribution lists, contact records, and internal desk trackers.
- Assist with inbound and outbound client communications, including call handling, activity logging, and follow‑up tracking.
- Maintain and update client contact information, distribution lists, and internal coverage trackers.
- Coordinate client meetings, including scheduling, logistics, materials preparation, and post‑meeting action items.
- Support Sales teams in the preparation and distribution of client‑facing materials such as market color, pricing summaries, and presentation content.
- Log client interactions, requests, and follow‑ups accurately in internal systems.
- Track outstanding client and desk items to ensure timely responses and execution.
- Assist in maintaining organized records to support compliance and internal reporting requirements.
- Build a strong understanding of assigned products, markets, and client segments through hands‑on exposure.
- Participate in desk‑level learning opportunities and internal training sessions.
- Take ownership of recurring responsibilities and proactively identify opportunities to improve efficiency and service quality.
- For interested individuals, pursue industry licensing over time with support from the firm, opening the door to broader responsibilities.
Skills & Qualifications
Required Qualifications
- Bachelor’s degree; finance, economics, business, STEM, or related field preferred.
- Strong interest in Capital Markets, markets, and client‑facing roles.
- High attention to detail and ability to manage multiple priorities in a fast‑paced environment.
- Strong verbal and written communication skills with a professional demeanor.
- Willingness to begin in a support‑oriented role with a long‑term growth mindset.
- Prior internship or customer‑facing experience in a financial or professional services environment.
- Strong Excel and PowerPoint skills.
- Familiarity with CRM or activity‑tracking systems is a plus.
- Demonstrated initiative, resilience, and work ethic in high‑expectation settings.
The salary range for this role is $70,000 up to $85,000 CAD (subject to the candidate meeting the specific…
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