Sales Coordinator

National Bank of Canada; Montreal (administrative region); On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Investments is seeking a Sales Coordinator to provide administrative, operational, and digital support to its sales teams. You will work with internal partners to ensure the effective execution of business priorities.

This entry point into the financial industry offers exposure to customer relationship management, events, campaigns, and compliance coordination, while developing organizational and data skills. French and English language collaboration is expected across Quebec.

Qualifications

• College or university degree in a relevant field, or equivalent experience.
• Experience in coordination, sales support, administration, or financial services.
• A strong interest in the financial industry and sales culture; a basic understanding of finance is required.
• Ability to work with multiple teams, business partners, and in diverse environments.
• Attention to detail, organizational skills, independence, and the ability to manage multiple priorities simultaneously.
• Proficiency in Microsoft Office; knowledge of Salesforce, Marketing Cloud, Seismic, WebAdvisor, Fundserv, Scorm, and Power BI is a plus.

Responsibilities

• Support customer relationship management, business development, and sales coordination activities.
• Ensure that data in Salesforce and related tools is up-to-date and accurate.
• Coordinate digital initiatives, communications, webinars, campaigns, and marketing follow-ups.
• Support the logistics of events, regional meetings, and client activities.
• Support follow-ups related to compliance, budgets, expenses, and documentation in the appropriate systems.
• Collaborate with various teams to improve processes and the efficiency of sales support.

Skills

Attention to detail

Organizational skills

Independence

Multi-priority management

Microsoft Office

Salesforce

Marketing Cloud

Seismic

WebAdvisor

Fundserv

Scorm

Power BI

Education

College or university degree in a relevant field or equivalent experience

Tools

Salesforce

Marketing Cloud

Seismic

WebAdvisor

Fundserv

Scorm

Power BI

Microsoft Office

Job description

National Bank Investments is looking for a detail-oriented, proactive, and collaborative individual to join its sales team as a Sales Coordinator. This role offers an excellent entry point into the financial industry and sales culture, while providing a tangible contribution to supporting teams and driving business growth.

Your role

The successful candidate will provide administrative, operational, and digital support to the sales teams. They will work with various internal partners - sales, marketing, compliance, and operations - to ensure the effective execution of business priorities.

• Support customer relationship management, business development, and sales coordination activities.
• Ensure that data in Salesforce and related tools is up-to-date and accurate.
• Coordinate digital initiatives, communications, webinars, campaigns, and marketing follow-ups.
• Support the logistics of events, regional meetings, and client activities.
• Support follow-ups related to compliance, budgets, expenses, and documentation in the appropriate systems.
• Collaborate with various teams to improve processes and the efficiency of sales support.

Your team

You’ll be part of a dynamic team known for its exceptional level of collaboration in an environment that empowers you to excel. You’ll have the opportunity to learn and grow within a team that values customer satisfaction, performance, and innovation.

Prerequisites

• College or university degree in a relevant field, or equivalent experience.
• Experience in coordination, sales support, administration, or financial services.
• A strong interest in the financial industry and sales culture; a basic understanding of finance is required.
• Ability to work with multiple teams, business partners, and in diverse environments.
• Attention to detail, organizational skills, independence, and the ability to manage multiple priorities simultaneously.
• Proficiency in Microsoft Office; knowledge of Salesforce, Marketing Cloud, Seismic, WebAdvisor, Fundserv, Scorm, and Power BI is a plus.

Languages: French, English

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!