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About the Role
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.
Responsibilities
- Provide support at a high level to Advisor team(s) by processing client requests and opening new accounts in a timely and efficient manner.
- Accurately and efficiently maintain and document all required client files and information and required follow-up, escalating as necessary.
- Liaise with various areas as required to remediate client issues.
- Assist with various presentations, communication materials, and client events as required.
- Support to develop and strengthen prospecting relationships by creating, building, and maintaining prospect database and profiles.
- Identify new prospective relationships via client/partner referrals or lead lists.
- Prepare or support in the preparation of marketing / presentation materials.
- Contribute to the effective functioning of the Advisor, Branch and Regional teams by maintaining a high level of customer service.
- Acquire a detailed knowledge and understanding of policies, processes, products & services.
- Participate in the generation of new ideas and approaches.
- Support special projects or initiatives as assigned.
- Participate in monthly sessions to learn and network across Scotia Wealth Management business lines.
- Work collaboratively with business partners to move assigned deliverables forward.
- Work on different initiatives and projects of the business as assigned.
Requirements
- Currently enrolled in post-secondary education.
- Strong attention to detail and the ability to recognize risk.
- Strong communication / interpersonal skills.
- Ability to adapt to a changing environment and duties, dependent on current situations and directives from management.
- Enjoy working in a fast-paced, dynamic environment where idea generation is valued at all levels of the organization.
- Excellent time management skills with the ability to prioritize workloads to adhere to established service standards.
- Experience in MS Word, MS Excel, MS Access, and MS PowerPoint.
Skills
- Attitude
- Ownership
- Opportunity
- Communication
- Interpersonal skills
- Adaptability
- Time management
- MS Word
- MS Excel
- MS Access
- MS PowerPoint
Location
- Canada : Ontario : Toronto
Work Type
- Full-time
- Internship
Experience Level
- Student
Education Level
- Post-secondary education
Benefits
- Paid internship
- Direct hands-on experience in the full-service wealth-management business
- 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
- Opportunity to learn about multiple teams across Scotia Wealth Management
About the Company
- Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Equal Opportunity
- At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.