Intern - Sales Operations & Strategy Associate Winter 2027

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!

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! 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.

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!

How to Submit Your Application

In ONE document, please submit your transcript and resume. Failure to do so will result in your application not being considered.