Financial Planning Intern

2 days ago

Toronto, Canada TD Bank Full time

**Role Type**:
Internship/Co-op

**Work Term**:
Summer/Term 3

**Work Location**:
Toronto, Ontario, Canada

**Hours**:
37.5

**Pay Details**:
$48,000 - $68,000 CAD

DEPARTMENT OVERVIEW

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.

The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Co-op and Internship opportunities allow you to gain valuable work experience across a number of the businesses at TD. You will work with experienced colleagues, receive world class training, and be part of a community of students across TD, where you will have an impact, grow as individual and experience our culture of care.

Our **Co-op/Intern Programming**is offered with select Co-op and Internship roles and is designed to help you better understand the TD business, build on critical career capabilities, and broaden your professional network. This program is designed to complement your on-the job experience and features:

- Leadership talks with key Leaders from across the organization
- Lunch and Learns on topics such as Innovation
- Diversity and Inclusion and Personal Branding and so much more
- Reporting to the Senior Manager, Strategy, Planning and Transformation, work on the development of strategic initiatives t hat support the overall growth of TD Wealth Financial Planning
- Interact with a variety of Wealth partners to support projects that work towards Financial Planning business goals
- Analy ze internal processes and procedures to look for ways to enhance the overall function of the Financial Planning National Office
- Source and analyze data to derive insights that will help inform business decisions
- Assist in the preparation of regularly scheduled and ad-hoc leadership meetings and executive updates
- Work with Wealth Advice Communications to support the development of field and field leadership communication s and change management initiatives

JOB REQUIREMENTS
- Currently enrolled in an **undergraduate degree**in Finance, Accounting, Business/ Commerce or related field ; with the intent of going back to school at the start of your work term
- Interest in learning about the Wealth businesses and/or Financial Advice industry
- Self-initiator with strong organizational, planning and time management skills
- Strong communication skills with the ability to work collaboratively and independentl y
- Demonstrated a bility to partner effectively with others and work in a team environment
- Knowledge of MS Office suite and the internet

ADDITIONAL INFORMATION
- This position is a 4-month work term from **May - Aug, 2025**
- Applications must include a transcript, cover letter (one letter-sized page or less) and a resume (maximum of 2 pages).
- TD requires employees to reside in the country where the role is located, irrespective of remote working arrangements

**HOURS**

Monday-Friday, standard business hours

Hybrid model, requiring 3 days of choice in office

**INCLUSIVENESS**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Who We Are**

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience

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