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Financial Planning Delivery Excellence Intern/Co-op (Fall 2024) - Montréal

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TD

3mo ago

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • Montréal

Requirements

  • Are you a dynamic financial professional with emerging subject matter expertise who thrives helping planners and their clients with goals-based and highly personalized financial planning? Can you provide day-to-day dedicated support as well as carry out special requests in a range of technical processes and procedures? If so, then apply for the position of Financial Planning Delivery Excellence Intern.

Responsibilities

  • In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:
  • 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, escalate 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

TD

1-10
Employees

Mission & Purpose

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.