Stage/coopératif en excellence de la prestation de la planification financière (Fall 2025)

TD; Canada; On-site; CAD 48,000 - 68,000; Full time

Job summary

Join a leading global financial institution as a Financial Planning Delivery Excellence Intern. In this dynamic role, you will provide essential sales and service support to financial planners, ensuring client satisfaction and fostering loyalty. You will manage operations, analyze data, and actively participate in a positive team environment. This internship offers a unique opportunity to develop your financial planning skills while contributing to a renowned institution dedicated to enriching lives through exceptional service. If you are passionate about helping clients achieve their financial goals, this is the perfect role for you!

Benefits

Health and well-being benefits

Retirement plans

Paid time off

Career development opportunities

Qualifications

• Emerging expertise in financial planning and client support.
• Ability to manage operations with medium to high risk.

Responsibilities

• Respond to client and planner requests with timely options and solutions.
• Support financial planners in sales and identify growth opportunities.

Skills

Financial Planning

Client Communication

Data Analysis

Sales Support

Education

Bachelor's Degree in Finance or related field

Job description

Role Type:

Internship/Co-op

Work Term:

Fall/Term 1

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Pay Details:

$48,000 - $68,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are key features of the colleague experience at TD. Our policies allow colleagues to progress through the salary range over time. The actual offer may vary based on skills, experience, knowledge, location, and organizational needs. Candidates are encouraged to discuss compensation with their recruiter for specific details.

Job Description:

Overview

TD Wealth Management adopts a sophisticated and comprehensive approach to goal discovery in wealth planning, offering clients personalized advice, solutions, and services.

The Financial Planning team understands that helping clients establish and achieve their financial goals while providing legendary customer service is essential for our success, acquiring new clients, and fostering loyalty. Our success relies on our client knowledge, professional solutions, and high-performing teams.

Position Details

Are you a dynamic financial professional with emerging expertise in planning? Do you enjoy helping planners and clients reach highly personalized financial goals? Do you thrive in providing daily support and handling special requests following technical processes and procedures? Apply for the Financial Planning Delivery Excellence Intern position.

In this role, you will provide high-level sales and service support to TD Wealth Financial Planners, including progress reviews, client contact, and business expansion. Your responsibilities include:

• Responding to client and financial planner requests with timely options and solutions, respecting policies and processes.

• Managing operations and activities with medium to high risk, requiring expert knowledge of products, processes, or systems.

• Supporting account openings, transfers, electronic forms, and other administrative and transactional requests accurately and promptly, providing advice as needed.

• Supporting financial planners in sales by identifying growth opportunities and communicating with potential clients.

• Gathering and analyzing data to identify and resolve complex issues, escalating when necessary.

• Creating positive interactions and continuously seeking ways to improve sales and service.

• Actively participating as a team member and promoting a positive, service-oriented work environment.

About Us

TD is a leading global financial institution and the fifth-largest bank in North America by branches. We serve over 27 million households and businesses daily across Canada, the US, and worldwide. With more than 95,000 colleagues, our vision is to Be the Better Bank, enriching lives through our services and community involvement.

Total Rewards

Our Total Rewards package includes base salary, variable compensation, health and well-being benefits, retirement plans, paid time off, banking benefits, career development, and recognition programs. Learn more about our offerings.

Additional Information

We are committed to supporting your growth through development conversations, training, and benefits. Please note that employment regulations vary by province or territory in Canada.

Colleague Development & Training

We offer career planning, online learning, mentoring, and other programs to help you succeed and grow within TD.

Interview & Accommodations

We will contact selected candidates for interviews and provide accommodations to ensure accessibility throughout the process.

We look forward to your application!

Language Requirement (Quebec only):

Proficiency in a language other than French is required to support or communicate with colleagues and clients needing services in another language.