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Title:  Wealth Management: ScotiaMcleod Summer Intern 2021

 

 

 

Requisition ID: 94484

Join the Global Community of Scotiabankers to help customers become better off.

 

POSITION TITLE:   Wealth Management Summer Intern 2021

                                                                         

LOCATION: Toronto, ON

 

DEPARTMENT:  Canadian Wealth Management - Scotiamcleod

 

WORK TERM: 4-month summer work term (May 2021 – August 2021)                               

 

 

PURPOSE

 

Provide administrative support to one or more Advisors and their teams.

 

KEY ACCOUNTABILITIES

 

  • Ensure a high level of non-trade client service by:
  • Provide support to advisor teams by answering phones and making outbound follow up calls
  • Responding to client inquiries and issues in a timely, responsive manner and escalating to Advisor when appropriate
  • Provide administrative support by:
  • Processing client account documentation
  • Setting up, maintaining client files and information on the appropriate systems
  • Following up on outstanding documentation for restricted accounts
  • Ensuring all client interaction is accurately documented
  • Gathering deferred sales charge (DSC) information
  • Contact mutual fund companies for information about Offbook accounts and to process
  • client requests.
  • Call insurance companies for client insurance policy information.
  • Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation
  • Following up with clients on missing documentation required as per the industry regulatory requirements
  •  Building effective working relationships across the team and with various business line and corporate function contacts
  • Maintaining a high level of customer service
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan

 

KNOWLEDGE& SKILLS

 

  • Excellent written and verbal communication skills
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Ability to meet deadlines
  • Knowledge of Microsoft systems:  Word, Excel and PowerPoint
  • Secondary education

 

WORKING ENVIRONMENT

 

The role operates within a standard office environment

The branch is a fast paced often high stress environment often with conflicting demands

 

 

HOW TO APPLY

 

For students, we are focused on learning about who you are and what you’re interested in to uncover your true potential.  In short, we don’t believe resumes will provide us with an accurate depiction of what you’re truly about to properly assess your potential.  Instead we want to get to know YOU and hear about the experiences that have shaped you. We know… this might sound crazy but for students applying to one of our co-ops, internships or TILT new grad programs we are no longer requiring resumes. Instead we ask that as part of your application, you complete the below:

 

  • Complete your PLUM Profile: https://bit.ly/38pens1  
  • Complete a short one-way video interview: https://ca.rivs.com/92-02-52/
  • Apply to the role through our career site! When the application asks for your resume, instead upload a screenshot of your plum to show us you’ve completed it, we have full access to your entire profile from Plum and won’t use the screenshot but it’s a great reminder for each of you to have completed it. Alternatively, you can submit a resume if you want, we just will not be relying on it when we assess you

 

Location(s):  Canada : Ontario : Toronto 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

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.


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