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ScotiaMcLeod - Wealth Management Intern/Co-op (Atlantic Region) - Winter 2025

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Scotiabank

Sep 20

Applications are closed

  • Internship
    Full-time
    Placement Program
  • Sales & Business Development
    Banking & Finance
  • Halifax

Requirements

  • You are currently enrolled in post-secondary education.
  • You love to learn and envision yourself working for an international organization that heavily invests in your future.
  • You have strong attention to detail and the ability to recognize risk.
  • You have strong communication / interpersonal skills.
  • You can adapt to a changing environment and duties, dependent on current situations and directives from management.
  • You enjoy working in a fast-paced, dynamic environment where idea generation is valued at all levels of the organization.
  • You have excellent time management skills with the ability to prioritize workloads to adhere to established service standards.
  • You have experience in MS Word, MS Excel, MS Access, and MS PowerPoint.
  • You have strong writing skills and exceptional attention to detail.

Responsibilities

  • Provide support at a high level to Advisor team(s) by:
  • Processing client requests and opening new accounts in a timely and efficient manner
  • Accurately and efficiently maintaining and documenting all required client files and information and required follow-up, escalating as necessary
  • Liaising with various areas as required to remediate client issues
  • Assisting with various presentations, communication materials, and client events as required
  • Support to develop and strengthen prospecting relationships by:
  • Creating, building, and maintaining prospect database and profiles
  • Identifying new prospective relationships via client/partner referrals or lead lists
  • Preparing or supporting in the preparation of marketing / presentation materials
  • Contribute to the effective functioning of the Advisor, Branch and Regional teams by:
  • Maintaining a high level of customer service
  • Acquiring a detailed knowledge and understanding of policies, processes, products & services
  • Participating in the generation of new ideas and approaches
  • Supporting special projects or initiatives as assigned
  • Participate in monthly sessions to learn and network across Scotia Wealth Management business lines
  • Work collaboratively with business partners to move assigned deliverables forward
  • Work on different initiatives and projects of the business as assigned

FAQs

What is the duration of the ScotiaMcLeod Wealth Management Intern/Co-op position?

The internship term is from January to April 2025.

When is the application deadline for this internship?

The application deadline is October 18, 2024.

Do I need to submit a resume to apply for this role?

No, you do not need to submit a resume; instead, you need to complete a PLUM Profile and a one-way video interview.

What are the main responsibilities of the intern in this position?

Interns will provide support to advisory teams, process client requests, maintain client files, develop prospect relationships, assist with marketing materials, and participate in various projects and initiatives.

What skills are required for the internship?

Required skills include strong attention to detail, effective communication and interpersonal skills, time management abilities, and proficiency in MS Word, Excel, Access, and PowerPoint.

Will interns have opportunities to network during the internship?

Yes, interns will have opportunities to network and build relationships through exclusive wealth sessions and bank-wide orientations.

Is there a focus on diversity and inclusion within the company?

Yes, Scotiabank values the unique skills and experiences of individuals and is committed to maintaining an inclusive and accessible environment.

Where are the internship locations?

Internship locations include Halifax, Nova Scotia; St John's, Newfoundland and Labrador; and Charlottetown, Prince Edward Island.

What can interns expect to learn during the internship?

Interns can expect to gain hands-on experience in wealth management, an understanding of the advisory industry, and knowledge of multiple teams across Scotia Wealth Management.

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Scotiabank

Finance
Industry
10,001+
Employees

Mission & Purpose

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more.

Culture & Values

  • Respect

    Everyone is always treated with dignity; diverse backgrounds and experiences are what make us better as a whole.

  • Integrity

    Acting honorably comes first – earning the trust of our customers (and each other) is what matters most.

  • Passion

    We’re enthusiastic about what we do, and want you to feel the same way. Imagine coming in to work, and actually feeling excited to learn!

  • Accountability

    We commit, we take action, and most importantly, we take responsibility for those actions. It’s just the right thing to do.