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Proposal Specialist (Public Markets)
Toronto, ON, CA
Accounting / Finance
Unspecified
Full Time, Temporary
$32.14/hour
Entry Level
On-site
Banking and Consumer Lending
First Shift (Day)
Toronto, ON, CA
$32.14/hour
Entry Level
Full Time, Temporary
Banking and Consumer Lending
On-site
Accounting / Finance
Unspecified
First Shift (Day)
Job details
Job Title: Proposal Specialist (Public Markets)
Work Model: Remote (potential for future hybrid)
Job Overview
The Business Analyst II – Proposal Specialist is part of the Public Markets team, supporting sales enablement through the development of high-quality proposal materials. This role contributes to revenue growth by delivering accurate, timely, and customized responses to client and prospect requests.
Reporting to the Proposal Team Lead/Manager, this role focuses on executing and managing the end-to-end proposal development process. Responsibilities include content creation, research, stakeholder coordination, and ensuring alignment with compliance and organizational standards, while collaborating with global and Canadian teams.
Key Responsibilities
Proposal Development & Execution
- Develop and complete RFPs, RFIs, DDQs, and other proposal materials to support sales and business development efforts
- Manage the full proposal lifecycle, ensuring accuracy, consistency, and adherence to firm standards
- Research, draft, and customize content using internal databases and subject matter expert (SME) input
- Ensure all deliverables are high-quality, client-focused, and submitted within deadlines
Stakeholder Collaboration & Governance
- Collaborate with SMEs across investment, product, legal, and compliance teams to gather and validate information
- Partner with Compliance and Legal to obtain necessary approvals for proposal content
- Serve as a key resource for global sales and marketing teams, providing proposal-related support
Required Qualifications
Education & Experience
- Bachelor’s degree in Business, Marketing, Communications, or a related field
- 2–4 years of experience in financial services or proposal writing roles
- Experience with proposal/RFP systems such as Qvidian (preferred), Loopio, or Responsive is an asset
Why Join?
This role offers a strong learning opportunity within a global team, providing exposure to investment products, sales processes, and cross-functional collaboration. You will play a key role in supporting revenue growth while developing expertise in proposal management within the financial services industry.
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