Wealth Management - JFL Research Internship/Co-op (Montreal) - Summer 2027

Scotiabank

Montreal

On-site

CAD 25,000 - 33,000

Full time

6 days ago
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Benefits offered by this job

Exclusive student events
Bank-wide orientation
Ongoing coaching and feedback

Job summary

Scotiabank is offering a Wealth Management JFL Research Internship/Co-op in Montreal for Summer 2027. You will work with a dynamic research team, focusing on fundamental research, data organization, and financial modeling, while learning from portfolio managers and analysts. Applicants should be in a finance-related program with a passion for investing and knowledge of AI/LLMs.

This paid internship runs May–August 2027 (37.5 hours/week). Deadline is 11/18/2026.

Qualifications

  • Enrolled in post-secondary education focusing in business administration, finance, or economics.
  • 3rd year or final year of a university program.
  • Demonstrated passion for investing.
  • Knowledge of AI/LLMs and curiosity about emerging technologies.
  • Strong analytical and accounting skills.
  • Knowledge of financial modeling.
  • Excellent communication skills, written and verbal.
  • Strong Excel and Word skills.
  • Team-oriented with attention to detail.

Responsibilities

  • Work with Research Analysts on fundamental research and ad hoc projects.
  • Assist with data organization, financial modeling, and valuation.
  • Prepare reports and presentations for portfolio management.
  • Support compliance with regulations and internal policies.

Skills

Passion for investing
AI/LLM knowledge
Analytical skills
Accounting skills
Financial modeling
Communication skills
Excel skills
Teamwork
Attention to detail

Education

Finance
Portfolio management
Accounting

Job description

Title: Wealth Management - JFL Research Internship/Co-op (Montreal) - Summer 2027

Requisition ID: 278374
Employee Referral Program - Potential Reward:
We are committed to investing in our employees and helping you continue your career at Scotiabank.

Term: May - August 2027

Work Hours/Week: 37.5

Application Deadline: 11/18/2026

There's no better way to find your dream job 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).

Jarislowsky Fraser Global Investment Management (Jarislowsky Fraser) is an investment manager with 70 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and high net worth individuals in Canada and internationally - representing more than CA$60 billion in assets under management. Our history and culture are rooted in investment stewardship that is expressed through an adherence to quality investing consistent with our long‑standing investment philosophy and the advancement of good governance and sustainable investing. Acting in the best interests of our clients is the cornerstone of everything we do.

Jarislowsky Fraser is part of Scotia Global Asset Management (1832 Asset Management L.P.), with offices in Montreal, Toronto, Calgary, and Vancouver.

Is this role right for you?

Contributes to the overall success of the Research team in Toronto ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

During your internship you will join a dynamic team, working alongside highly trained professional analysts and portfolio managers. We are looking for someone with related area of study (finance, portfolio management, and accounting) in their 3rd year or last year of a university program. Successful candidates will have a demonstrated passion for investing.

In this role, you will:
  • Work with various Research Analysts performing fundamental research and ad hoc projects. Projects may include general research, data organization, financial modeling, valuation, report writing, presentations and/or management team interviews.
  • Understands how JFL's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of his/her respective areas in accordance with the firm’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Champion a high-performance environment and contributes to an inclusive work environment
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 with a focus in business administration, finance, economics or other related field.
  • Member of the investment program within their school considered an asset.
  • Demonstrated passion for investing
  • Demonstrated knowledge of and experience with large language models (LLMs) and artificial intelligence (AI), coupled with a curiosity to explore emerging technologies and their practical business applications.
  • Analytical and accounting skills.
  • Knowledge of financial modeling.
  • Excellent communication skills, both written and verbal.
  • Students with top grades and standing GPA considered an asset
  • Strong working with Microsoft Word and Excel
  • Ability to work well in a team environment
  • Organized with attention to details
What’s in it for you?
  • You’ll be part of a diverse, collaborative, innovative, and high-performing team.
  • In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed!
  • Exclusive student events such as Scotia Student Day, Lunch & Learns, leadership panels, and much more!
  • Bank-wide orientation to learn more about Scotiabank and gain exposure to senior leadership across the organization.

Location(s): Canada : Quebec : Montreal

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.

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. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.

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