Wealth Management - ScotiaMcLeod Internship/Co-op Winter Job Victoria area,Newfoundland Canada,Finance & Banking

Position: Wealth Management - ScotiaMcLeod Internship/Co-op Winter 2027

Is this role right for you?

In this role, you will:

Provide support at a high level to Advisor team by:
Processing client requests and opening new accounts in a timely and efficient manner Accurately and efficiently maintaining and documenting all required client fields 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 Assisting with meeting agenda preparation and professional checklists

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 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

Attend bi-weekly team meetings to discuss strategic updates

Work collaboratively with business partners to move assigned deliverables forward

Work on different initiatives and projects of the business as assigned

Do you have the skills and requirements that will enable you to succeed in this role? – We’d love to work with you if:

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 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 experience implementing AI tools.

What’s in it for you?

Gain direct hands-on experience in the fast paced and exciting full-service wealth-management business.

You’ll be part of a diverse, collaborative, innovative, and high-performing team.

You will have the opportunity to network and relationship build.

Exclusive Wealth sessions to learn about the business.

Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

You’ll have the opportunity to learn about multiple teams across Scotia Wealth Management®.

How do I apply?

For students applying to our internship/co-op or new graduate programs, we do not require resumes! We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you’re interested in to uncover your true potential. Instead, we ask that as part of your application you complete the below:

Complete your PLUM Profile and save as a screenshot.

Complete short one-way video interview .

Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile.

Wealth Management - ScotiaMcLeod Internship​/Co-op Winter

Wealth Management - ScotiaMcLeod Internship/Co-op Winter