Intern - Sales Operations & Strategy Associate Winter 2027

EQ Bank; Toronto; On-site; CAD 25,000 - 30,000; Part time

Benefits offered by this job

Competitive bonus

RRSP match

Benefits (medical, dental, vision)

Employee Share Purchase Plan

Parental top-up

Generous vacation & personal days

Virtual events

Career development program

FinTech banking experience

Job summary

EQ Bank is seeking a Co-op Student to support Lifecycle Management & Partnerships. The role spans customer lifecycle, engagement, retention, and partner relationship programs, collaborating with Digital, Marketing, Product, Data, and external partners in Toronto.

The student will gain exposure to lifecycle strategy, data analysis and cross-functional project coordination, contributing to customer and business outcomes during the January–April 2027 term.

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.

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

Analytical skills

Strong communication

Problem solving

Time management

Team collaboration

Education

University student in business analytics

Tools

Power BI

CRM platforms

Excel

Databases

Job description

Work Term: January - April 2027
The PC Mastercard team is seeking a Co-op Student to support its dynamic, fast-paced Lifecycle Management & Partnerships team. The role supports key initiatives across customer lifecycle management, engagement and retention programs, and strategic partner relationship management. It works cross-functionally with Digital, Marketing, Product, Data, and external partners to support initiatives that enhance the customer experience and drive engagement for no-fee and Insiders credit cards. The successful candidate will gain exposure to customer lifecycle strategy, partnership management, data analysis, performance reporting, and cross-functional project coordination while contributing to customer and business outcomes.

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 at2200-25 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.