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.

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