ScotiaMcLeod – Wealth Management Internship/Co-Op – Winter 2024 – Victoria


ScotiaMcLeod – Wealth Administration Internship/Co-Op – Winter 2024 – Victoria

Requisition ID: 188491

As a cornerstone enterprise inside Scotia Wealth Administration®, ScotiaMcLeod has earned a repute for integrity primarily based on service excellence and trusted funding recommendation. Our advisors and groups pleasure themselves on exploring revolutionary approaches to defending and rising their shoppers’ belongings.

While you be a part of ScotiaMcLeod, you’ll be empowered to ship Enriched Considering®, a novel strategy that comes with your consumer’s considering, in addition to our considering, to drive outcomes. You’ll work with a staff of specialists to ship a client-centric strategy to wealth administration, enabling you to contemplate all of the sides of your consumer’s life, household and enterprise. With a concentrate on complete wealth planning, and wealth specialists that will help you ship on this distinctive worth proposition, you’ll be enabling shoppers to see not simply the massive image, however all of the little ones too.

ScotiaMcLeod – Wealth Administration Internship/Co-Op – Winter 2024


There is no higher method to kickstart your profession than to do a co-op or internship with ScotiaMcLeod!

As a cornerstone enterprise with Scotia Wealth Administration®, ScotiaMcLeod is a full-service wealth administration agency which has earned a repute for integrity primarily based on service excellence and trusted funding recommendation. Our advisory groups pleasure themselves on working carefully with shoppers, exploring revolutionary approaches to defending and rising their shoppers’ belongings and obtain their monetary targets.

The ScotiaMcLeod Internship is designed to offer co-op undergraduates with publicity to varied parts of the full-service wealth administration enterprise. Interns play an integral position within the staff, working straight with an Advisor(s) and staff members supporting enterprise growth actions, day-to-day administration and different particular tasks and initiatives as assigned. The profitable candidate will develop a great understanding of the advisory trade in addition to a broader view of Scotia Wealth Administration.

Is that this position best for you? On this position, you’ll:

  • Present help at a excessive degree to Advisor staff(s) by:

  • Processing consumer requests and opening new accounts in a well timed and environment friendly method

  • Precisely and effectively sustaining and documenting all required consumer recordsdata and knowledge and required follow-up, escalating as essential

  • Liaising with varied areas as required to remediate consumer points

  • Helping with varied displays, communication supplies, and consumer occasions as required

  • Assist to develop and strengthen prospecting relationships by:

  • Creating, constructing, and sustaining prospect database and profiles

  • Figuring out new potential relationships through consumer/associate referrals or lead lists

  • Getting ready or supporting within the preparation of promoting / presentation supplies

  • Contribute to the efficient functioning of the Advisor, Department and Regional groups by:

  • Sustaining a excessive degree of customer support

  • Buying an in depth information and understanding of insurance policies, processes, merchandise & companies

  • Taking part within the technology of recent concepts and approaches

  • Supporting particular tasks or initiatives as assigned

  • Take part in month-to-month classes to study and community throughout Scotia Wealth Administration enterprise traces

  • Work collaboratively with enterprise companions to maneuver assigned deliverables ahead

  • Work on totally different initiatives and tasks of the enterprise as assigned

Do you could have the talents and necessities that can allow you to reach this position? – We’d like to work with you if:

  • You’re presently enrolled in post-secondary training.

  • You like to study and envision your self working for a world group that closely invests in your future.

  • You might have sturdy consideration to element and the flexibility to acknowledge danger.

  • You might have sturdy communication / interpersonal expertise.

  • You may adapt to a altering surroundings and duties, depending on present conditions and directives from administration.

  • You get pleasure from working in a fast-paced, dynamic surroundings the place concept technology is valued in any respect ranges of the group.

  • You might have glorious time administration expertise with the flexibility to prioritize workloads to stick to established service requirements.

  • You might have expertise in MS Phrase, MS Excel, MS Entry, and MS PowerPoint.

What’s in it for you?

  • Achieve direct hands-on expertise within the quick paced and thrilling full-service wealth-management enterprise.

  • You’ll be a part of a various, collaborative, revolutionary, and high-performing staff.

  • You should have the chance to community and relationship construct

  • Unique Wealth classes to study in regards to the enterprise

  • Financial institution-wide orientation to study extra about Scotiabank and acquire publicity to senior management throughout the group.

  • You’ll have the chance to study a number of groups throughout Scotia Wealth Administration

How do I apply?

Please full all three steps under:

  1. Full your PLUM Profilehere ( and save as a screenshot.

  2. Full a brief one-way video interviewhere ( .

  3. Apply to the position and when the appliance asks on your resume, as an alternative add the screenshot of your PLUM Profile.

Location(s): Canada : British Columbia : Victoria

Scotiabank is a number one financial institution within the Americas. Guided by our objective: “for each future”, we assist our prospects, their households and their communities obtain success by means of a broad vary of recommendation, services and products, together with private and industrial banking, wealth administration and personal banking, company and funding banking, and capital markets.

At Scotiabank, we worth the distinctive expertise and experiences every particular person brings to the Financial institution, and are dedicated to creating and sustaining an inclusive and accessible surroundings for everybody. For those who require lodging (together with, however not restricted to, an accessible interview website, alternate format paperwork, ASL Interpreter, or Assistive Know-how) throughout the recruitment and choice course of, please let our Recruitment staff know. For those who require technical help, pleaseclick right here ( . Candidates should apply straight on-line to be thought of for this position. We thank all candidates for his or her curiosity in a profession at Scotiabank; nonetheless, solely these candidates who’re chosen for an interview will likely be contacted.

Apply Now

To assist us observe our recruitment effort, please point out in your cowl/motivation letter the place ( you noticed this job posting.

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