Devlin O'Brien

Devlin O'Brien

Wealth Management Associate @ Scotia Wealth Management

About

Wealth Management Associate at ScotiaMcLeod, currently a member of the 2026 Wealth Management Associate Program (WMAP) cohort.Master’s in Data Analytics graduate from Stonehill College and Finance graduate from Merrimack College (Boston, MA) while serving as a Division I Men's Ice Hockey Captain.Passionate about wealth management, building strong client relationships, and leveraging data-driven insights to help individuals and families achieve their financial goals.

Country

Canada

City

Toronto

Industry

Financial Services

Skill

Client Onboarding, Compliance Management, Customer Relationship Management (CRM), Relationship Building, Research Skills, Microsoft Power BI, SQL, Google Cloud Platform (GCP), Data Cleaning, Team Leadership, ERD, Bloomberg, Microsoft PowerPoint, Microsoft Office, SAS (Programming Language), Python (Programming Language), R (Programming Language), Athletic Training, Fitness Training, Microsoft Excel

Experience

Scotia Wealth Management

Wealth Management Associate

Scotia Wealth Management

LinkedIn
2026-6 - Present · 3 mos

Burlington, ON

Wealth Management Associate Program (WMAP)

Scotia Wealth Management

Administrative Associate

Scotia Wealth Management

LinkedIn
2025-12 - 2026-6 · 7 mos

Toronto, ON

Administrative Associate supporting a Wealth Management team at ScotiaMcLeod, assisting with client service, account administration, and day-to-day operational support.

Scotiabank

GWM Data Management Intern

Scotiabank

LinkedIn
2025-5 - 2025-8 · 4 mos

Toronto, Ontario, Canada

Worked at Scotiabank as a Global Wealth Management Data Management Intern, where I focused on data cleaning and validation to support data-driven decision-making. Additionally, using Power BI, I created visualizations highlighting opportunities for cost savings and increased operational efficiency across teams.

Personal Trainer

2023-5 - 2024-9 · 1 yr 5 mos

As a personal trainer, I specialized in working with teenagers and young adults in my home gym, providing personalized fitness programs tailored to individual goals and abilities. My role involved: Client Acquisition: Actively seeking new clients through networking, social media, and community outreach to grow my business Program Development: Designing customized workout plans that focus on strength, endurance, and overall fitness, while ensuring a safe and effective training environment Motivation and Support: Building strong relationships with clients, encouraging them to stay committed to their fitness journeys and celebrating their progress Goal Setting: Guiding clients in setting realistic and achievable fitness goals, providing ongoing feedback and adjustments to their training regimens Education and Empowerment: Educating clients on proper techniques, nutrition, and the importance of a balanced lifestyle to promote long-term wellness

S.P.E.E.D.

S.P.E.E.D. Hockey Summer Camp Instructor

S.P.E.E.D.

2024-7 - 2024-8 · 2 mos

Toronto, Ontario, Canada

As a S.P.E.E.D. Summer Camp Instructor, I facilitated skill-building activities for children and teenagers, focusing on fundamental techniques and teamwork. I led engaging drills, provided constructive feedback, and created a fun, supportive environment to enhance players' confidence and abilities. My role involved mentoring young athletes, promoting sportsmanship, and ensuring a safe and enjoyable experience for all participants.

The Crease Goalie School

Hockey Shooting Instructor

The Crease Goalie School

2024-5 - 2024-8 · 4 mos

Toronto, Ontario, Canada

As a Shooting Instructor at The Crease Goalie School, I developed and led engaging training sessions for ice hockey goalies, focusing on skill development and technique improvement. I organized drills tailored to individual needs, provided constructive feedback, and ensured a smooth flow of each session. Additionally, I supervised and cared for participants before and after training, fostering a positive and supportive environment.

Education

Merrimack College

Merrimack College

LinkedIn

Business Administration and Management, Corporate Finance concentration

2021-9 - 2024-5 · 2 yrs 9 mos
Stonehill College

Stonehill College

LinkedIn

Data Analytics

2024-8 - 2025-8 · 1 yr 1 mo
St. Andrew's College

St. Andrew's College

LinkedIn
2018-9 - 2020-6 · 1 yr 10 mos

Devlin O'Brien's Contact Information

Email

******@***.com

Phone

(**) *** ****

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