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About the role

  • Co-op student supporting EQ Bank’s Sales Operations and Strategy for PC Mastercard. Analyzing sales data, improving processes, and coordinating cross-functional initiatives.

Responsibilities

  • Support recurring Sales Operations activities, reporting cycles and business reviews
  • Maintain trackers, working files, process documentation and 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
  • Use Excel, Power BI, CRM platforms and 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 insights and recommendations
  • Support presentations, meeting materials and leadership updates
  • Perform quality checks on reports and materials
  • Identify opportunities to simplify Sales Operations processes using approved AI, automation and digital tools
  • Use approved AI tools for research, analysis, summarization, documentation and reporting
  • Review and validate AI-generated outputs
  • Follow privacy, confidentiality, information security and responsible-use requirements
  • Document repeatable processes and AI-enabled workflows
  • Support testing, adoption and continuous improvement of tools and processes
  • Collaborate with Sales, Finance, Marketing, Credit, Operations and other business partners
  • Gather information and follow up on inputs and deliverables
  • Communicate progress, issues and outstanding actions
  • Contribute to additional Sales Operations and Strategy initiatives as assigned

Requirements

  • 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
  • Submit transcript and resume in one document
  • All candidates considered for hire must successfully complete a criminal background check and credit check

Benefits

  • 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
  • Fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
  • Barrier-free recruitment process and work environment
  • Accommodations at any stage of the recruitment process
  • Hybrid work arrangement

Job title

Job type

Internship

Experience level

Entry level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

HybridTorontoCanada

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