Wealth Management - ScotiaMcLeod Internship-Co-op - Winter 2027

Scotiabank; Toronto; On-site; CAD 17,000 - 26,000; Full time

Benefits offered by this job

Direct wealth-management exposure

Diverse high-performing team

Networking opportunities

Wealth sessions

Bank-wide orientation

Job summary

Scotiabank’s Wealth Management division is seeking an enthusiastic co-op student for the Winter 2027 term in Toronto. The internship provides exposure to the full-service wealth-management business, with hands-on support to Advisor teams and direct client interaction.

You'll collaborate across Scotia Wealth Management, participate in ongoing learning sessions, and gain valuable networking opportunities while developing critical skills in client service, analysis, and presentations.

Qualifications

• Currently enrolled in post-secondary education.
• Interest in wealth management and Scotiabank.
• Willingness to learn and support Advisor teams.

Responsibilities

• Provide high-level support to Advisor teams by processing client requests and opening new accounts.
• Maintain client files accurately and document information with required follow-up.
• Liaise with various areas to remediate client issues.
• Assist with presentations, materials, and client events.
• Support to develop and strengthen prospecting relationships by creating, building, and maintaining prospect databases and profiles.
• Identify new prospective relationships via client/partner referrals or lead lists.
• Prepare or support 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 detailed knowledge of policies, processes, products & services and participate in new ideas.
• Participate in monthly Scotia Wealth sessions and collaborate with partners to move deliverables forward.

Skills

MS Word

MS Excel

MS Access

PowerPoint

Attention to detail

Communication skills

Time management

Education

Post-secondary student

Tools

MS Office Suite

Job description

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Title: Wealth Management - ScotiaMcLeod Internship-Co-op - Winter 2027

Requisition ID: 272757

Term: January – April 2027

Work Hours/Week: 37.5

Application Deadline: 10/05/2026

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

There'sno better way to kickstart your career than to do a co-op or internship with Scotiabank! During your work term,you’llhave 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’sa place for every type of student atScotiabankand 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 andachievetheir financial goals. TheScotiaMcLeod Internshipis 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 withan 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.

Is this role right for you? In this role, you will:

Provide support ata high levelto Advisor team(s) by:

Processing client requests and opening new accounts ina timelyand efficient manner

Accurately and efficientlymaintainingand documenting all required client files and information andrequiredfollow-up, escalating as necessary

Liaising with various areas as required to remediate client issues

Assistingwith various presentations, communication materials, and client events asrequired

Support to develop and strengthen prospecting relationships by:

Creating, building, andmaintainingprospect database and profiles

Identifyingnew 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:

Maintaininga high levelof customer service

Acquiringa detailed knowledge and understanding of policies, processes, products & services

Participating in the generation ofnew ideasand 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’dlove 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 havestrong communication/ interpersonal skills.

You can adapt to a changing environment and duties,dependenton 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 toestablishedservice standards.

You have experience in MS Word, MS Excel, MS Access, and MS PowerPoint.

What’sin it for you?

• Gain direct hands-on experience in the fast paced and exciting full-servicewealth-managementbusiness.
• You’llbe 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’llhave the opportunity to learn about multiple teams across Scotia Wealth Management

Location(s): Canada : Ontario : Toronto

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. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. 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.