Wealth Planning Delivery Excellence Intern

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

Job summary

TD Wealth is seeking a Financial Planning Delivery Excellence Intern for the Winter/Term 2 term in Toronto, Ontario, Canada. The role supports TD Wealth Financial Planners with client inquiries, account activity, and sales assistance, while aligning with TD policies and processes.

You will collaborate with planners to deliver personalized, goals-based financial planning services. The internship offers exposure to wealth planning, comprehensive onboarding, and opportunities to develop

Responsibilities

• Provide high level sales and service support to TD Wealth Financial Planners.
• Respond to client inquiries with options and solutions, following policies.
• Assist with account openings, transfers, and transactional requests for planners and clients.
• Identify revenue opportunities and support business development activities.
• Gather and analyze data to solve problems and improve processes.
• Contribute to a positive, service-oriented team environment.

Job description

TD Wealth is seeking a Financial Planning Delivery Excellence Intern for the Winter/Term 2 term in Toronto, Ontario, Canada. The role supports TD Wealth Financial Planners with client inquiries, account activity, and sales assistance, while aligning with TD policies and processes.

You will collaborate with planners to deliver personalized, goals-based financial planning services. The internship offers exposure to wealth planning, comprehensive onboarding, and opportunities to develop