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Wealth Management - ScotiaMcLeod Internship​/Co-op - Summer

Job in Toronto, Ontario, M5A, Canada
Listing for: Scotiabank
Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Business Administration, Business Internship
Job Description & How to Apply Below
Position: Wealth Management - ScotiaMcLeod Internship/Co-op - Summer 2026

Is this role right for you?

In this role, you will:
  • 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 maintaining and documenting all required client files 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
  • 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, Branch and Regional teams 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
  • Work collaboratively with business partners to move assigned deliverables forward
  • Work on different initiatives and projects of the business as assigned

    • 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 a 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.

    • What’s in it for you? 

  • Gain direct hands-on experience in the fast paced and exciting full-service wealth-management business.

  • You’ll be part of a diverse, collaborative, innovative, and high-performing team.

  • You will have the 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 across the organization.

  • You’ll have the opportunity to learn about multiple teams across Scotia Wealth Management

    • How do I apply?

    For students applying to our internship/co-op or new graduate programs, we do not require resumes! We believe in evaluating you through relationships over resumes and are focused on learning about who you are and what you’re interested in to uncover your true potential. Instead, we ask that as part of your application you complete the below:

  • Complete your PLUM Profile and save as a screenshot.

  • Complete short one-way video interview

  • Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile

    • Position Requirements
    Less than 1 Year work experience
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