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ScotiaMcLeod - Wealth Management Internship/Co-op - Fall 2024

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Scotiabank

1mo ago

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • Vancouver

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.

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 primary focus of the ScotiaMcLeod Internship?

The ScotiaMcLeod Internship is designed to provide co-op undergraduates with exposure to various elements of the full-service wealth management business, allowing interns to work directly with Advisors and team members on business development activities, day-to-day administration, and special projects.

What types of tasks will I be performing as an intern?

Interns will be involved in processing client requests, opening new accounts, maintaining client files, liaising with various areas to resolve client issues, assisting with presentations and communication materials, and supporting the development of prospecting relationships.

What skills and qualifications are required for this internship?

Candidates should be currently enrolled in post-secondary education, have strong attention to detail, excellent communication skills, adaptability to changing environments, time management skills, and experience with MS Word, Excel, Access, and PowerPoint.

Will I have the opportunity to network during the internship?

Yes, the internship includes opportunities to participate in monthly sessions to learn and network across Scotia Wealth Management and to build relationships within the organization.

What can I expect to gain from this internship?

Interns will gain direct hands-on experience in wealth management, learn about multiple teams across Scotia Wealth Management, be part of a diverse and collaborative team, and have access to exclusive wealth sessions and bank-wide orientation.

Are there opportunities for professional development during the internship?

Yes, interns will have the opportunity to engage in learning sessions, gain exposure to various business lines within Scotia Wealth Management, and network with senior leadership across Scotiabank.

What kind of environment will I be working in as an intern?

Interns will work in a fast-paced, dynamic environment where idea generation is encouraged, and a high level of customer service is maintained.

Is relevant prior experience necessary for this role?

While relevant experience is beneficial, it is not specified as a requirement; the role is designed for co-op undergraduates looking to gain exposure to the wealth management industry.

How will I be supported in my role as an intern?

Interns will work collaboratively with Advisor teams and business partners to move deliverables forward and receive support on special projects or initiatives assigned to them.

What type of projects will I work on?

Interns may work on various initiatives and projects related to business development, client interactions, marketing materials, team support, and more, as assigned by their Advisors.

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.