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 optionsComplete account openings, transfers, iforms, and administrative documentsConduct transactions across products, processes,



and systemsIdentify net asset growth and revenue opportunitiesGather data, solve complex problems, and escalate appropriatelyRequirements:Internship or co-op availability during Winter Term 2Ability to follow policies and processes on timeKnowledge supporting moderate- to high-risk transactionsCommitment to positive, service-oriented client interactionsInterest in financial planning and wealth managementBuild financial planning support experience through client service, transactions, data analysis, and sales support at TD Wealth in Toronto.

📌 Financial Planning Intern Toronto
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto