Sales T&E Analyst (Finance)

TL;DR

Sales T&E Analyst (Finance): Gathering and processing travel and entertainment expenses for sales teams using Concur and Salesforce with an accent on data accuracy and reporting. Focus on managing expense workflows, maintaining contact management systems, and building monitoring reports to track spending trends.

Location: Hybrid schedule based in the Toronto Office (relocating to Mississauga in late 2026). Current work authorization for Canada is required.

Salary: $54,000 – $71,000

Company

Investment firm helping Canadian investors build better financial futures for over 35 years.

What you will do

• Prepare and remit monthly travel and entertainment expense reports for Sales teams.
• Enter and manage expense data within Concur and Salesforce accurately and timely.
• Build monitoring and trending reports to provide support to the Manager of Sales T&E.
• Liaise and build effective relationships with internal departments and Sales teams.

Requirements

• Current work authorization for Canada is required.
• Post-secondary education or equivalent work experience.
• Minimum 3 months of administrative experience, preferably in a sales environment.
• Experience within the financial services or mutual fund industry.
• Experience with Salesforce is required.

Nice to have

• Completion of the IFIC course or Canadian Securities Course (CSC).
• Knowledge of NI 81-105.

Culture & Benefits

• Competitive base salary and discretionary performance bonus.
• Employer-funded RRSP contribution after 6 months with no matching required.
• Comprehensive health benefits starting day one with 100% employer-paid premiums.
• Parental leave top-up to 100% of salary for 25 weeks.
• Up to $650 allowance for home office equipment.
• Generous time off policy, including 2 paid volunteer days annually.