Sales Operations & Strategy Associate – Intern Fall 2025

Join a Challenger

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. 

The term of this Internship is from September - December 2025

The Work:

The Sales Operations & Strategy Associate- Intern will be responsible for supporting the Sales Operations & Strategy team on the development of new and ongoing strategic initiatives for the Single-Family mortgage (SFR). Initiatives can be varied and can include any of the following: new opportunity identification and evaluation, internal consulting, strategic planning, research, reporting & data analysis. These projects usually include cross-functional teams and contribute to the overall strategy and direction of the company and support senior executive and Board-level decision making.  

If you are a keen problem-solver who has a passion for data analytics, project management, strategy and enjoys working with an awesome team to develop tangible business solutions, this role could be for you. A normal day in the life will involve the activities below. 

• Business analysis and problem solving 
• Use quantitative methods (i.e., Excel models, Access / SQL databases) to pull reports, develop insights and support strategic decision making 
• Perform financial analysis and modeling for potential opportunities 
• Support the development of business cases for new opportunities 
• Support the development of investment memo’s, storyboards, and formal presentation materials for new opportunities 
• Present key insights and recommendations based on research and data analysis 
• Fact gathering and research 
• Conduct market research to support business unit and enterprise strategy (e.g., competitive position, product assessments, market sizing, etc.)  
• Scan various sources to identify, track, and monitor market and competitive trends 
• Perform interviews with internal and external parties to gather information and develop insights 
• Administrative and Operational Support 
• Manage various initiatives and provide recommendations for process improvements / efficiencies within 
• Review the sales manuals and ensure all processes are updated and documented within 
• Support on event management and expense management with operational and administrative tasks as required 
• Sales CRM Support
• Oversee CRM platform operations, ensuring data accuracy and integrity
• Analyze CRM data to identify sales trends and opportunities for improvement while collaborating with sales leadership to implement process improvements
• Lead CRM-related enhancements which may include integration into core systems
• Generate and distribute regular reports and dashboards to stakeholders
• Sales operational support
• Provide day-to-day support for the SFR and REM teams, addressing and resolving operational issues
• Develop and maintain standard operating procedures, best practices, and process improvements
• Support sales team initiatives and special projects, ensuring timely and successful execution

• Currently enrolled in University or MBA program (Finance, Business, Marketing is preferred) 
• Quick learner with the ability to multi-task; ability to handle multiple competing priorities 
• Excellent time management, analytical and problem-solving skills 
• Excellent oral and written communication skills 
• Strong business acumen with a passion for understanding and solving problems for our customers using quantitative / analytical approaches  
• Excellent interpersonal skills with the ability to work individually or as part of a team 
• trong organizational skills with demonstrated ability to work under pressure and adhere to tight deadlines 
• Ability to prioritize assignments, projects, and multi-task within restricted time constraints 
• Strong attention to detail with the ability to review one’s own work  
• Experience with databases (e.g., SQL) and data visualization (e.g., Tableau, PowerBI) 
• Intermediate to Advanced MS Office Skills (Excel, PowerPoint, Word) 

• You MUST be a student currently enrolled in school or going back to school.
• You MUST submit your resume, cover letter and unofficial school transcript
• The deadline to apply to this posting is May 12th 2025

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

🎓  Annual professional development allowance and a 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 Equitable Bank’s additional office space located at 351 King Street East, Toronto, ON.

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well. 

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can’t wait to get to know you!