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

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22d ago

🚀 Off-cycle Internship


AI generated summary

  • You must be a dynamic financial professional with subject matter expertise in helping planners and their clients with goals-based financial planning. Provide support for day-to-day tasks and special requests in various technical processes.
  • You will support Financial Planners in client interactions, transaction processing, sales support, data analysis, problem-solving, and promoting a positive team environment.

Off-cycle Internship

Banking & FinanceMontréal


  • 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.
  • 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.


  • 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.

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance


  • 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


Work type

Full time

Work mode