Sales Coordinator

National Bank Investments is looking for a detail-oriented, proactive, and collaborative individual to join its sales team as a Sales Coordinator. This role offers an excellent entry point into the financial industry and sales culture, while providing a tangible contribution to supporting teams and driving business growth.

Your role: 

The successful candidate will provide administrative, operational, and digital support to the sales teams. They will work with various internal partners - sales, marketing, compliance, and operations - to ensure the effective execution of business priorities.

• 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.

Your team: 

You’ll be part of a dynamic team known for its exceptional level of collaboration in an environment that empowers you to excel. You’ll have the opportunity to learn and grow within a team that values customer satisfaction, performance, and innovation.

Prerequisites: 

• 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.