Support TD Wealth Financial Planners in Toronto through client service, data analysis, and business-building activities during a winter co-op term. This internship offers 37.5 hours weekly in Toronto, Ontario, Canada.
As a Financial Planning Delivery Excellence Intern, you will provide dedicated sales and service support to Financial Planners. Your work includes progress reviewing, client contacting, account administration, and transactional requests. You will also analyze data, identify opportunities, and help create positive client experiences across TD Wealth.
Key Responsibilities: Respond to client and planner inquiries with timely options
Complete account openings, transfers, iforms, and administrative documents
Conduct transactions across products, processes, and systems




Identify net asset growth and revenue opportunities
Gather data, solve complex problems, and escalate appropriately
Requirements: Internship or co-op availability during Winter Term 2
Ability to follow policies and processes on time
Knowledge supporting moderate- to high-risk transactions
Commitment to positive, service-oriented client interactions
Interest in financial planning and wealth management
Build financial planning support experience through client service, transactions, data analysis, and sales support at TD Wealth in Toronto.

#J-18808-Ljbffr

📌 Financial Planning Intern Toronto (Ontario)
🏢 TD Bank Group
📍 Ontario