Fundserv has been the indispensable hub for the Canadian investment industry for over 30 years, connecting manufacturers, distributors, intermediaries, and service providers to build solutions that simplify business interactions and promote innovation in the industry. We do this by focusing on our corporate values of Collaboration, Adaptability, Integrity, and Respect.
We are looking for an organized, collaborative, and relationship-focused Industry Engagement Specialist to support and advance Fundserv initiatives across the Canadian investment fund ecosystem.
The Industry Engagement Specialist plays a key role in facilitating collaboration between Fundserv and its industry stakeholders. This position is responsible for coordinating advisory councils, working groups, committees, and governance activities while supporting the management of industry-submitted ideas, proposals, feedback and recommendations through Fundserv’s governance process.
In this role, you will…
- Coordinate and support advisory councils, industry working groups, committees, focus groups, and stakeholder forums.
- Build and maintain positive relationships with industry members and internal stakeholders.
- Interact with business leads to facilitate productive discussions, gather feedback, and drive stakeholder engagement.
- Support industry events and engagement activities, including meeting planning, logistics, communications, and follow-up activities.
- Develop surveys, collect industry feedback, and summarize findings to support informed decision-making.
Why you are the person we’re looking for…
You’ve demonstrated the ability to do the following, gained through education and/or experience:
- Effectively manage stakeholder engagement, member relationships, project coordination, customer success, industry relations, event coordination, or a similar role.
- Exceptional organizational and time management skills with the ability to manage multiple priorities simultaneously.
- Plan, schedule, and coordinate meetings involving internal and external stakeholders.
- Prepare agendas, presentations, meeting materials, minutes, and action-item tracking.
- Ensure meeting outcomes, decisions, and next steps are documented and communicated effectively.
- Maintain attendance records and engagement metrics as required.
- Provide operational, communications, and administrative support to the Relationship Management team.
- Assist with special projects, stakeholder communications, and industry engagement initiatives.
The following is not required but will be a bonus:
- Bilingual proficiency in English and French.
- Digital literacy (CRM systems, automation tools such as Salesforce, GoToMeeting, GoToWebinar, Qualtrics).
Target total compensation including bonus: $75,900 – $87,400 per year
(starting base salary of $66,000 - $76,000)
AI Statement
- Fundserv leverages the use of artificial intelligence (AI) to support our recruitment process through assistance with initial resume screening. However, AI is not used to make final assessment, selection or hiring decisions, and the hiring team maintains oversight over the end-to-end recruitment process.
This job posting is for an existing vacancy.
Fundserv's total compensation package includes a competitive performance pay program, employer-paid group benefits, an RRSP matching program, and more.
We recognize that there are different paths to gaining skills, so if you have diverse experience which doesn’t match the criteria exactly but you think you would be great in this role, we invite you to apply!
Why Work Here
Our Benefits and Perks
We’ve consistently been recognized as a GTA Top Employer and a Canada Top Small & Medium Employer. Below are some of the reasons why:
- Employer-paid premiums for group health plan, including a Healthcare Spending Account
- Up to $2,000 per year for mental health practitioners and corporate-wide mental health days per year
- Wellness benefit for gym memberships, workout equipment, meditation and wellness apps, and more!
- RRSP matching program
- $500 one-time stipend for home office equipment and monthly home-internet subsidy
- Access to tools like LinkedIn Learning and Pluralsight and additional training opportunities
- EI top-up programs for maternity and parental leave, family medical, and family caregiver leave
- Ability to work out of province for 20 days after 2 years of employment
Our Hybrid Work Policy
We recognize the importance of flexibility and work-life balance, and as such our hybrid model is purpose-led – we come in for a reason, not to fill a quota.
Skills Required
- Education and/or experience in stakeholder engagement, member relationships, project coordination, customer success, industry relations, event coordination, or a similar role
- Exceptional organizational and time management skills with the ability to manage multiple priorities
- Ability to plan, schedule, and coordinate meetings with internal and external stakeholders
- Ability to prepare agendas, presentations, meeting materials, minutes, and action-item tracking
- Ability to document and communicate meeting outcomes, decisions, and next steps
- Ability to maintain attendance records and engagement metrics
- Ability to provide operational, communications, and administrative support
- Bilingual proficiency in English and French
- Digital literacy with CRM systems and automation tools such as Salesforce, GoToMeeting, GoToWebinar, and Qualtrics
What We Do
Fundserv is a Toronto-based connectivity and data-sharing hub for Canada's investment industry. Its secure technology network links investment-fund manufacturers, distributors, and intermediaries so they can buy, sell, switch, and transfer funds, while processing related instructions and sharing transaction information. Fundserv also supports reconciliation, clearing, settlement, and member communications, helping reduce the time, cost, and risk of investment operations and enabling members to focus on serving clients.
