Internship Summer 2023 - National Bank Investments

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Joining the National Investment Bank (NBI) team means evolving in a dynamic environment, having the opportunity to learn and develop within a team that values collaboration, innovation, risk-taking, the right to make mistakes and customer satisfaction. The words "impossible" and "status quo" are not part of our vocabulary.

NBI is an investment fund management company engaged in the development and distribution of mutual funds, exchange-traded funds, investment solutions and services designed to help Canadian investors achieve their financial objectives. Our role: acting as a catalyst for savings and investment initiatives across all National Bank networks.

In this regard, we are looking for people whose mindset is based on the following points:

• Curiosity to learn continuously and seek to be inspired by industry best practices
• Team player
• Who is not afraid to step out of their comfort zone
• Who knows how to manage priorities and navigate ambiguity
• Who knows how to challenge themselves and their colleagues in a constructive way

Reporting to the Senior Consultant, Salesforce, you will have the opportunity to contribute significantly to help build our CRM, including our Salesforce consulting and delivery capabilities and working with our sales team to support their growth efforts.

Your primary responsibilities will be:

• Create different types of reports and dashboards.
• Develop user guides and training materials.
• Automate processes using tools such as Process Builder, Flow Builder and others.
• Participate in the launch of new functionalities for the various NBI teams.
• Support users after deployment phases.
• Recommend and implement changes to workflows, procedures, process improvements, systems integration and reporting.
• Develop and implement various activities to maximize data quality and integrity.
• Respond to different requests from the sales team. 

Target profile:

• Bachelor’s degree in a relevant discipline
• Strong knowledge of Excel and Salesforce (sales cloud) or a keen interest in technology and IT solutions for users such as Salesforce
• Knowledge of PowerBI (an asset)
• You are analytical and able to synthesize information
• Bilingualism (spoken and written) in French and English, as you will be interacting with partners across Canada

We're putting people first : 
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.
Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 
We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
We welcome all candidates! What can you bring to our team?
Ready to live your ambitions?