Financial Planning Delivery Excellence Intern/co-op (fall 2026)

TD Bank

Toronto, Ontario, Canada
Base: $48,000 - $68,000 cad; bonus/equity: not spe...
Client contact and inquiry response
Account opening and transfer processing
Data analysis for problem solving
The role provides dedicated sales and service support to TD Wealth Financial Planners to help clients achieve their financial goals

Job Summary

  • The role provides dedicated sales and service support to TD Wealth Financial Planners to help clients achieve their financial goals.
  • Candidates will handle moderate to high risk transactions including new account openings, transfers, and complex administrative requests.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development programs.

Matching Summary

The role provides dedicated sales and service support to TD Wealth Financial Planners to help clients achieve their financial goals.

Salary

Base: $48,000 - $68,000 CAD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client contact and inquiry response
  • Account opening and transfer processing
  • Data analysis for problem solving
  • Sales support and revenue identification
  • Adherence to policies and processes

Nice-to-have

  • Dynamic financial professional mindset
  • Goals-based planning expertise
  • High-performing team collaboration
  • Legendary customer service focus
  • Continuous improvement orientation

Key Requirements

  • Fall 2026 work term availability
  • Emerging subject matter expertise in finance
  • Ability to follow strict policies and processes

Work Rights

Not specified

Tailored Resume

Cover Letter