Sales Enablement Coordinator — Financial Services

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 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.