Act as a primary sales contact for clients, responding to product inquiries, pricing discussions, implementation timelines, and requirements.
Partner with clients to gather required information and complete documentation necessary to advance sales opportunities through the approval and implementation process.
Support pre-sales activities, including pitch preparation, client and industry research, and preparation of prospect and client materials for Sales Professional Planning.
Develop a strong understanding of client needs, objectives, and desired outcomes to support effective solution design.
Assist in the development of tailored solutions and recommendations aligned with client strategies and stakeholder requirements, including supporting implementation where required.
Work with internal pricing models and tools to generate pricing analyses and recommendations in support of client proposals.
Contribute to focused calling initiatives and pipeline management activities as needed.
Provide materials and support to deliver a high-quality client experience throughout the sales and onboarding process.
Identify, document, and escalate potential risk issues, and recommend workflow or administrative process improvements to enhance efficiency and client service.
Perform additional duties as required, including industry and company-specific research and ad hoc projects in support of senior professionals.

Requirements

Currently enrolled in an undergraduate business/accounting/finance program graduating in December 2027 or Spring 2028.
Must be bilingual in English and French.
Proven track record of excellent academic standing, extracurricular participation and demonstrated interest in finance.
Demonstrated leadership in extracurricular activities.
Proficient in Word/Excel/PowerPoint.
Strong communication skills both written and verbal.
Detail oriented.
Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes.
Outgoing and personable; team player able to work effectively in small groups.
Knowledgeable in the principles of finance and the financial markets.
Comfortable working in a fast-paced environment.
Previous banking or credit risk management experience preferred.
You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financepricing analysissolution designrisk managementdocumentationclient researchsales supportpipeline managementdata analysisfinancial markets

Soft Skills

communicationleadershipdetail orientedhighly motivatedfast learningteam playeradaptabilityclient serviceproblem solvinginterpersonal skills