Intern - Sales Operations & Strategy Associate Winter 2027

EQ Bank | Canada's Challenger Bank; Toronto; Hybrid; CAD 25,000 - 36,000; Full time

Benefits offered by this job

Bonus

RRSP match

Benefits package

Employee Share Purchase Plan

Parental top-up

Vacation & personal days

Career development

Hybrid work

Job summary

EQ Bank, a leading challenger bank in Canada, invites applications for a Sales Operations & Strategy Associate Intern. You will assist with reporting, analysis, and process improvement within the Sales Operations team, coordinating with cross-functional partners to enhance data quality and deliverables.

You will use Excel, Power BI, and CRM tools to generate insights, support planning, and prepare leadership updates.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Excel

PowerPoint

Word

Analytical skills

Research skills

Problem-solving

Education

University or college program in business, finance, analytics, marketing, technology or related field

Tools

Power BI

CRM platforms

Databases

Job description

Join a Challenger

At EQ, we're 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.

We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.

What's 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 you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity.

We can’t wait to get to know you!

Work Term: Winter 2027

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.

The Core Responsibilities of the Job

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.

Let's Talk About You!

• 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.

What we offer [For full‑time permanent roles]

Competitive discretionary bonus

Market leading RRSP match program

Medical, dental, vision, life, and disability benefits

Employee Share Purchase Plan

Maternity/Parental top‑up while you care for your little one

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues

Professional development and comprehensive Career Development program

A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.

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. We’re equally committed to supporting your growth, both professionally and personally.

We provide a barrier‑free 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 country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's 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 eqb.investorroom.com and eqbank.ca.