Wealth Planning Intern (Co-op) – Hybrid in Toronto

TD; Toronto; Hybrid; CAD 48,000 - 68,000; Full time

Benefits offered by this job

Hybrid work model

World-class training

Job summary

TD Wealth in Toronto is offering a Co-op/Internship for a 4-month Winter term. You will report to the Senior Manager, Strategy, Planning and Transformation and work on strategic initiatives supporting TD Wealth Financial Planning, while engaging with Wealth partners and data-driven decision making.

The role requires an undergraduate degree in Finance/Business, strong communication, teamwork, and MS Office proficiency.

Qualifications

• Enrolled in an undergraduate degree with intent to return to school at term start.
• Interest in Wealth businesses or Financial Advice industry.
• Strong organizational and time management skills.
• Clear communication and collaboration abilities.
• Proficiency with MS Office and internet use.

Responsibilities

• Support development of strategic initiatives for TD Wealth Financial Planning.
• Interact with Wealth partners to support projects aligning with business goals.
• Analyze internal processes to improve TD Wealth National Office operations.
• Source and analyze data to inform business decisions.
• Assist in preparing leadership meetings and executive updates.
• Support field communications and change management initiatives.

Skills

Strong communication

Team player

MS Office

Time management

Self-starter

Education

Undergraduate degree in Finance/Accounting/Business/Commerce

Tools

MS Office

Excel

Job description

TD Wealth in Toronto is offering a Co-op/Internship for a 4-month Winter term. You will report to the Senior Manager, Strategy, Planning and Transformation and work on strategic initiatives supporting TD Wealth Financial Planning, while engaging with Wealth partners and data-driven decision making.

The role requires an undergraduate degree in Finance/Business, strong communication, teamwork, and MS Office proficiency.