About the role#
The Financial Planning Delivery Excellence Intern/Co-Op supports TD Wealth Financial Planners by providing dedicated sales and service assistance. You will work within a team environment to help planners reach their goals and serve clients through a personalized approach. This role involves managing technical processes, handling client inquiries, and contributing to the overall success of the wealth management team.
What you'll do#
- Provide sales and service support to Financial Planners, including progress reviews, client outreach, and business development.
- Respond to inquiries from clients and planners by offering solutions and options.
- Execute transactions and activities requiring knowledge of products, systems, and processes.
- Assist with administrative tasks such as new account openings, cash transfers, and document processing.
- Identify opportunities for net asset growth and revenue to support sales efforts.
- Analyze data to solve problems and escalate complex issues when necessary.
- Contribute to a positive, service-oriented team environment.
What you'll need#
- Current enrollment in a program related to Finance, Economics, or Business Administration.
- Emerging subject matter expertise in financial services.
- A strong interest in supporting planners and clients with goals-based, personalized financial planning.
- Ability to provide day-to-day support and handle special requests involving technical procedures.
Location & details#
- Location: Toronto, Ontario, Canada.
- Term: Winter 2027.
- Work Modality: On-site.
- Employment Type: Full-time.
- Compensation: This is a paid position.
About TD
TD Bank Group operates as a large financial institution with a history dating back to 1852. Headquartered in Toronto, the bank provides personal and commercial banking, insurance, and asset management services to approximately 28 million customers. The organization employs over 105,000 people across its global locations. It maintains a significant presence in online and mobile banking with over 17 million active users.
How to get in at TD
Applying to TD early provides a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published, helping you get your materials in before the applicant pool grows too large. You can use this timing to ensure your profile is among the first seen by the team. Reaching out to the right people often yields better results than submitting to a general portal. Intern Insider surfaces the recruiters behind specific roles at TD so you can contact them directly to ask about the position or request a referral. This direct approach often improves your response rate compared to waiting in a queue.
