Jarislowsky Fraser - Account Opening & Client Support Internship/Co-op - Winter 2026 - Montreal

Requisition ID: 235138

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

Term: January - April 2026

Work Hours/ Week : 37.5

Application Deadline: 09/29/2025

There's no better way to find your dream job than to do a co-op or internship with Jarislowsky Fraser! 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 Jarislowsky Fraser and all that we ask for is that you have passion and strong AOO (Attitude, Ownership and Opportunity). 

The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal.  In this role, the candidate/employee will work with and provide support to the investment teams, their clients and our primary custodian contacts. 

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

• Key areas of responsibilities include new account opening, online client portal, CRM support.
• Monitor new account transfers, both in-cash and in-kind, and reconcile against account statements.  
• Liaise with external custodian contacts and internal stakeholders to ensure timely account transfers.
• Accurate set up of new accounts and review of documents in preparation for transfers and trading.
• Set up of securities in internal system
• Set up of invoices and information in the system
• Process client requests for online portal access and execute required set up.
• Provide technical support to clients and their investment team.
• Work to improve the client experience online and with the CRM tool. 
• Support and train users on tools and processes.
• Further develop use of CRM by helping improve processes, inputting data and ensuring its integrity.
• Assist team with ad hoc tasks such as data entry, reporting data and quality controls.
• Other tasks as requested by management.
• Champions 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.
• High-level of attention to detail and accuracy.
• Strong customer service.
• High-level of attention to detail and accuracy.
• Strong organizational and time management skills.
• Advanced knowledge of Microsoft Office tools: Word, Excel and PowerPoint.
• Previous experience with CRM, APX and Bloomberg is considered an asset.
  
  

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:

1. Complete your PLUM Profile here and save as a screenshot.
2. Complete short one-way video interview  here 
3. Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile

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. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

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.