Intern Sales Operations & Strategy Associate Winter 2027
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Job Summary
Join a Challenger
At EQ were remaking banking so every Canadian gets ahead every day. Serving nearly 4 million Canadians from coast to coast we offer a wide variety of financial services from banking and lending to trust and credit union solutions.
Weve been at this since 1970 challenging the conventions of traditional banking with smarter faster and more connected financial experiences.
Whats kept us moving The people behind it all: challengers who ask better questions push back on old assumptions and look for a better way forward.
If youre driven to help reshape how banking works for Canadians and the businesses that power our economy this could be your next big opportunity.
We cant wait to get to know you!
The Sales Operations & Strategy Associate Intern supports the Sales Operations & Strategy team with reporting analysis operational coordination and process improvement initiatives that enable the Sales organization.
The intern will work with the team and cross-functional partners to maintain accurate information prepare business insights coordinate recurring deliverables and improve how work is tracked documented and completed.
The role will also support the responsible use of approved artificial intelligence automation and digital tools to improve recurring activities. All outputs must be reviewed for accuracy completeness confidentiality and appropriate business use.
Sales Operations and Coordination
- Support recurring Sales Operations activities reporting cycles and business reviews.
- Maintain trackers working files process documentation and other operational resources.
- Collect and consolidate updates from Sales teams and cross-functional partners.
- Track deliverables owners deadlines risks and outstanding decisions.
- Assist with CRM data quality reviews account information and related reporting activities.
- Support Sales events expense tracking and other operational activities as required.
Reporting and Business Analysis
- Use Excel Power BI CRM platforms and other approved tools to prepare reports and identify trends.
- Review and organize data to support Sales planning and decision-making.
- Conduct market competitor and business research.
- Summarize findings and translate information into clear insights and recommendations.
- Support the preparation of presentations meeting materials and leadership updates.
- Perform quality checks to help ensure reports and materials are accurate and complete.
Process Improvement and AI Enablement
- Identify opportunities to simplify recurring Sales Operations processes using approved AI automation and digital tools.
- Use approved AI tools to support research analysis summarization documentation and reporting.
- Review and validate AI-generated outputs before they are used or shared.
- Follow applicable privacy confidentiality information security and responsible-use requirements.
- Help document repeatable processes and AI-enabled workflows.
- Support the testing adoption and continuous improvement of new tools and processes.
Cross-Functional Support
- Work collaboratively with Sales Finance Marketing Credit Operations and other business partners.
- Gather information and follow up on required inputs and deliverables.
- Communicate progress issues and outstanding actions clearly and promptly.
- Contribute to additional Sales Operations and Strategy initiatives as assigned.
- Currently enrolled in a university or college program in business finance analytics marketing technology or a related field.
- Strong analytical research and problem-solving skills.
- Proficiency in Microsoft Excel PowerPoint and Word.
- Experience with Power BI CRM platforms databases or data-visualization tools is an asset.
- Interest in applying AI and automation to practical business problems.
- Ability to critically review AI-generated and data-based outputs for accuracy and completeness.
- Strong written and verbal communication skills.
- Strong organizational and time-management skills with the ability to manage multiple priorities.
- Strong attention to detail and commitment to producing accurate work.
- Ability to work independently while seeking guidance when appropriate.
- Ability to collaborate effectively with team members and cross-functional partners.
- Demonstrated curiosity initiative and willingness to learn.
- In ONE document please submit your transcript and resume. Failure to do so will result in your application not being considered.
Equity Diversity & Inclusion
EQ is committed to building an inclusive accessible environment where every employee feels valued respected and supported. We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences identities and perspectives. Were equally committed to supporting your growth both professionally and personally.
We provide a barrierfree recruitment process and work environment. If you require accommodations at any stage we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process EQ uses AI to help screen assess and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank the countrys seventh-largest Schedule I bank by assets which operates EQ Bank Canadas Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
To learn more visit and .
Required Experience:
Intern
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
