Embark on your finance journey with National Bank Investments in a Sales Coordinator role. This position blends administrative tasks with opportunities to support sales teams actively. As a Sales Coordinator, you will play a pivotal role in client interactions while collaborating with various internal teams.

Your responsibilities will include maintaining accurate records in Salesforce, coordinating webinars, and ensuring the successful logistics of meetings. Your attention to detail and organizational skills will be core to supporting business objectives. Key Responsibilities:

- Provide support for sales coordination and CRM activities
- Ensure Salesforce data is accurate and current
- Manage digital initiatives, including campaigns and webinars




- Arrange logistics for meetings and client events
- Assist with follow-ups on compliance and expense documentation

Requirements:

- Relevant degree or equivalent experience in a related field
- Experience in sales support or financial services
- Basic understanding of finance and strong interest in sales
- Collaborative mindset with multiple teams
- Proficient in Microsoft Office, knowledgeable about Salesforce is a bonus

Utilize your initiative and teamwork skills to thrive as a Sales Coordinator at National Bank Investments.

📌 Entering Finance as a Sales Coordinator (Montreal)
🏢 National Bank of Canada
📍 Montreal