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There’s no better way to kickstart your career than to do a co-op or internship with Scotiabank! During your work term, you’ll have the opportunity to be part of a winning team, build your network, and discover what you love – all while getting paid to do it! There’s a place for every type of student at Scotiabank and all that we ask for is that you have passion and strong AOO (Attitude, Ownership and Opportunity).

As a cornerstone business with Scotia Wealth Management®, ScotiaMcLeod is a full-service wealth management firm which has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisory teams pride themselves on working closely with clients, exploring innovative approaches to protecting and growing their clients’ assets and achieve their financial goals.

The ScotiaMcLeod Internship is designed to provide post-secondary students with exposure to various elements of the full-service wealth management business. Interns play an integral role in the team, working directly with an Advisor(s) and team members supporting business development activities, day-to-day administration and other special projects and initiatives as assigned. The successful candidate will develop a good understanding of the advisory industry as well as a broader view of Scotia Wealth Management.

Experience:

Student Internships

Education Required:

Currently enrolled in post-secondary education.

Position description

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
Required skills / Experience

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.
Wealth Management – ScotiaMcLeod Internship/Co-op (Victoria, BC)- Winter 2027
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How to Apply

Please apply online at the link below.

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