Wealth Management Intern/Co-op Opportunity

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Job Summary

We are seeking a highly motivated and detail-oriented individual to join our ScotiaMcLeod team as a Wealth Management Intern/Co-op. As a key member of our team, you will have the opportunity to gain hands-on experience in the fast-paced and exciting full-service wealth-management business.

Key Responsibilities
  • Provide high-level support to Advisor teams by processing client requests, opening new accounts, and maintaining client files.
  • Assist in developing and strengthening prospecting relationships by creating and maintaining prospect databases and profiles.
  • Contribute to the effective functioning of the Advisor, Branch, and Regional teams by maintaining a high level of customer service and acquiring a detailed knowledge of policies, processes, products, and services.
Requirements
  • Currently enrolled in post-secondary education.
  • Strong attention to detail and ability to recognize risk.
  • Excellent communication and interpersonal skills.
  • Ability to adapt to a changing environment and duties.
  • Experience with MS Office applications, including Word, Excel, Access, and PowerPoint.
What We Offer
  • Gain direct hands-on experience in the full-service wealth-management business.
  • Be part of a diverse, collaborative, innovative, and high-performing team.
  • Network and build relationships with colleagues and clients.
  • Exclusive Wealth sessions to learn about the business.
  • Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership.

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