Scotiabank Wealth Management Internship/Co-op Position

3 weeks ago


Surrey, British Columbia, Canada Scotiabank Full time
Job Summary

This is a dynamic and challenging internship/co-op opportunity with Scotiabank's Wealth Management team. As a key member of our team, you will have the chance to gain hands-on experience in the fast-paced and exciting full-service wealth-management business.

Key Responsibilities
  • Client Support: Provide high-level support to Advisor teams by processing client requests, opening new accounts, and maintaining client files and information.
  • Prospecting and Relationship Building: Develop and strengthen prospecting relationships by creating and maintaining prospect databases, identifying new relationships, and preparing marketing materials.
  • Team Collaboration: Contribute to the effective functioning of the Advisor, Branch, and Regional teams by maintaining customer service, acquiring knowledge of policies and processes, and participating in special projects.
  • Professional Development: Participate in monthly sessions to learn and network across Scotia Wealth Management business lines.
  • Deliverables: Work collaboratively with business partners to move assigned deliverables forward.
Requirements
  • Education: Currently enrolled in post-secondary education.
  • Skills: Strong attention to detail, ability to recognize risk, strong communication and interpersonal skills, adaptability, and excellent time management skills.
  • Technical Skills: Experience in MS Word, MS Excel, MS Access, and MS PowerPoint.
What's in it for you?
  • Gain direct hands-on experience in the fast-paced and exciting full-service wealth-management business.
  • Be part of a diverse, collaborative, innovative, and high-performing team.
  • Network and relationship build opportunities.
  • 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.
  • Learn about multiple teams across Scotia Wealth Management.


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