Wealth Planning Delivery Excellence Intern

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

Job summary

TD Wealth is seeking a Financial Planning Delivery Excellence Intern in Toronto to support Financial Planners with goals-based planning and client service. You will help clients, assist with transactions, and contribute to a team delivering personalized financial advice.

During this Winter/Term 2 internship, you’ll gain hands-on experience in financial planning processes, data analysis, and collaboration with the FP team to create a positive client experience while developing professional skills

Responsibilities

• Respond to client and FP inquiries providing options and solutions, while following policies and processes on time
• Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk
• Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required
• Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients
• Gather and analyze data to identify and solve complex problems, elevate as required
• Build a positive experience at every interaction and look for ways to continually improve sales and service
• Participate fully as a member of the team, support a positive and service-oriented work environment

Job description

TD Wealth is seeking a Financial Planning Delivery Excellence Intern in Toronto to support Financial Planners with goals-based planning and client service. You will help clients, assist with transactions, and contribute to a team delivering personalized financial advice.

During this Winter/Term 2 internship, you’ll gain hands-on experience in financial planning processes, data analysis, and collaboration with the FP team to create a positive client experience while developing professional skills