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About the Role

The Sales Operations & Strategy Associate, Intern supports the Sales Operations & Strategy team with reporting, analysis, operational coordination, and process improvement initiatives. The intern will work with the team and cross-functional partners to maintain accurate information, prepare business insights, coordinate recurring deliverables, and improve how work is tracked, documented, and completed. The role also supports the responsible use of approved artificial intelligence, automation, and digital tools to improve recurring activities, with all outputs reviewed for accuracy, completeness, confidentiality, and appropriate business use.

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.
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 ensure reports and materials are accurate and complete.
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.
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.

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.
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.
All candidates considered for hire must successfully complete a criminal background check and credit check.

Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Power BI
CRM platforms
Databases
Data-visualization tools
Artificial Intelligence (AI)
Automation

Location

Toronto, ON

Work Type

Hybrid
Internship

Experience Level

Intern

Education Level

University or college program enrollment

Benefits

Competitive discretionary bonus
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Employee Share Purchase Plan
Maternity/Parental top-up
Generous vacation policy and personal days
Virtual events
Professional development and comprehensive Career Development program

About the Company

EQ is remaking banking so every Canadian gets ahead, every day.
Serving nearly 4 million Canadians from coast to coast, EQ offers a wide variety of financial services from banking and lending, to trust and credit union solutions.
Challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences since 1970.
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.

Equal Opportunity

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.
While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.