Support TD Wealth Financial Planners in Toronto through client service, financial planning processes, and dedicated sales support during a Winter co-op term.

This internship/co-op provides dedicated support to planners during progress reviews, client contacting, and business building. You will respond to inquiries, complete transactions, and manage account documentation while following policies and processes. The work requires emerging financial expertise and attention to accuracy.

Key Responsibilities:

- Respond to client and planner inquiries with options and solutions
- Complete transactions across products, processes, and systems
- Process account openings, transfers, iforms, and administrative documents




- Identify net asset growth and revenue opportunities
- Gather data, solve complex problems, and escalate as required

Requirements:

- Internship/co-op availability during Winter Term 2
- Emerging subject matter expertise in financial planning
- Ability to follow policies and processes on time
- Ability to support clients and Financial Planners
- Availability for 37.5 hours in Toronto

Develop financial planning, transaction processing, and client service experience while supporting TD Wealth planners and their clients in Toronto.

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