Jarislowsky Fraser - Private Wealth Intern/Co-Op Montreal

Requisition ID: 214101

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

Term: May - August 2025

Application Deadline: 01/17/2025

Jarislowsky, Fraser Limited is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations and individuals in Canada and internationally — representing more than CA$61 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. Headquartered in Montreal, we have offices in Toronto, Calgary and Vancouver.

Contributes to the overall success of the Private Wealth team ensuring specific individual goals, plans, 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 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 university program.

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

• Champions a customer focused culture to deepen client relationships and leverage broader firm's relationships, systems and knowledge.
• Support client-service professionals with the completion and development of periodic and ad hoc reports, and presentation materials.
• Prepare and coordinate account opening and client profile update documentation.
• General tasks requested by the manager (the development of branch-based performance measures, and support the build of governance-based account review, help in the preparation of documents pertaining to account transitions, upload specified documents into CRM).
• Understand how JFL's risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues 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.
• Help coordinate FATCA/CRS and AML remediation as required Champions a high performance environment and contributes to an inclusive work environment.
• Gain exposure to the new advancement programs within JFL Private Wealth

Do you have the skills and requirements that will enable you to succeed in this role? - We'd love to work with you if:

• Bachelor in Business or Economics or another related field
• Students with top grades and standing GPA > 3.0 / 4.0
• Passion for investment and related fields
• Analytical and accounting skills.
• Demonstrated PC literacy
• Ability to work well in a team environment
• Organized with attention to details
• Excellent ability to multi-task and prioritize when necessary.
• Willingness to learn and adapt to change.
• Attention to details
• Reliable, and demonstrates good judgment.
• Excellent communication skills, both written and oral.

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.

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

**In order to be considered for student opportunities at Scotiabank and/or Tangerine, you must complete all steps above. **

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. 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.