Sales & Marketing Coordinator (Investment Platform)

Status: Permanent – Full-time
Location: Westmount, Montreal
Team: Walter Public Investments (WPI)
Reports to: Managing Partner, WPI

ABOUT WALTER PUBLIC INVESTMENTS

Walter Public Investments (WPI) is the portfolio management and distribution platform of Walter Capital Management (WCM), serving institutional investors, high-net-worth individuals, families, and family offices. We offer a multi-strategy investment platform that combines strategies we manufacture in-house with partner strategies we distribute selectively — acting as manufacturer, wholesaler, and distributor of investment solutions under one roof.

Our ambition is to keep building one of the most trusted private investment houses in Québec and beyond: a firm where clients benefit from institutional-calibre investment management, direct access to the people who manage their capital, and long-term relationships grounded in trust and genuine partnership. As part of the broader Walter ecosystem, we bring an entrepreneurial mindset and patient, long-term perspective to everything we do.

ABOUT YOUR ROLE

We are seeking a motivated and versatile Sales Coordinator to support the Managing Partner in building WPI’s distribution engine. The role has two equally important dimensions: driving the discipline of our sales and business development process and producing the high-quality marketing and communications that fuel it. It is a high-exposure position, ideal for an early-career professional who wants to learn how a growing investment platform builds its client franchise — and who aspires to grow into a client-facing business development role over time.

KEY RESPONSABILITIES

• Own the discipline of the CRM (HubSpot): logging touchpoints, keeping pipeline and relationship data current, and supporting the referral-tracking process.
• Produce pipeline and activity reporting that keeps the commercial effort measurable and accountable.
• Conduct prospect and market research to help structure and prioritize business development activities.
• Support the Managing Partner in client and prospect interactions: meeting preparation, briefing materials, note-taking, and timely, well-crafted follow-ups.

Marketing & communications

• Take primary responsibility for the WPI newsletter — from content planning through production and distribution.
• Contribute to the continuous improvement of the commercial process, including leveraging AI and automation tools to sharpen outreach and content.
• Ensure public-facing materials (website, LinkedIn, collateral) tell one consistent, high-quality story.
• Coordinate and support Walter events and client touchpoints that generate awareness and follow-up opportunities.
• Develop and refine client-facing materials: pitch decks, strategy one-pagers, and consolidated communications aligned with our multi-strategy story.

QUALIFICATIONS

• Bachelor’s degree, preferably in Finance or Business; Marketing or Communications backgrounds will be considered with a demonstrated interest in investments.
• 1–4 years of relevant experience in asset management, wealth management, financial services, or a comparable client-facing environment; exceptional internships will be considered.
• Excellent written and verbal communication skills in both French and English, with genuinely strong writing — our client-facing standard is high.
• Interpersonal polish and comfort in client-facing settings; a natural relationship-builder.
• Working knowledge of investment concepts and a genuine interest in financial markets and investment management; completion of (or enrolment in) the Canadian Securities Course, or CFA Level I candidacy, is an asset.
• Proficiency with CRM tools and strong command of Microsoft Office, particularly PowerPoint; comfort with AI and automation tools.
• Strong organizational skills and attention to detail, with the ability to run multiple workstreams in parallel — newsletter cycles, events, CRM, and meeting support.
• A self-starter with a collaborative, transparent, and rigorous mindset.

WHY JOIN OUR TEAM?

• A renowned and growing organization.
• A collaborative, entrepreneurial environment with direct exposure to senior leadership.
• The chance to help build the distribution engine of a growing investment platform — with a clear path toward greater client-facing responsibility.
• Professional development supported through training and access to an extensive ecosystem.
• Competitive compensation and benefits, including a private gym, paid vacation from your first day, comprehensive group insurance, and unlimited access to virtual healthcare and wellness programs.
• Modern offices with easy public-transit access (next to Atwater station), snacks, fresh fruit, and barista-style coffee.

Walter’s business units are passionate about what they do and foster relationships built on trust, integrity, respect and fairness.
We thank all candidates for their interest in Walter Public Investments. Only those selected for an interview will be contacted.