Wealth Management - ScotiaMcLeod Internship/Co-op (Victoria, BC)- Fall 2026

Tasks

• Build prospect databases
• Document client information
• Escalate client issues
• Identify prospective relationships
• Learn policies processes products services
• Liaise with internal teams
• Maintain client files
• Maintain customer service
• Maintain prospect profiles
• Open new accounts
• Participate in idea generation
• Prepare meeting agendas
• Prepare professional checklists
• Process client requests
• Support assigned deliverables
• Support marketing materials preparation
• Support special projects

Perks/Benefits

• N/A

Skills/Tech-stack

Artificial Intelligence | Artificial Intelligence tools | Intelligence tools | Microsoft Access | Microsoft Excel | Microsoft PowerPoint | Microsoft Word | Python