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Financial Planning Intern/Co-op (Fall 2024)

Logo of TD


16d ago

🚀 Off-cycle Internship


AI generated summary

  • You must be a current undergraduate student in Finance, Accounting, or related field, with strong communication skills, self-initiative, and ability to work both independently and collaboratively. Knowledge of MS Office and interest in Wealth businesses are a plus.
  • You will support strategic initiatives and projects for TD Wealth Financial Planning, analyze processes, source data, assist in meetings, and support communication initiatives.

Off-cycle Internship

Accounting & Tax, Banking & FinanceToronto


  • 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
  • Connect and Learns on topics such as Innovation
  • Diversity and Inclusion and Personal Branding and so much more


  • 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 independently
  • Demonstrated ability to partner effectively with others and work in a team environment
  • Knowledge of MS Office suite and the internet

Education requirements

Currently Studying

Area of Responsibilities

Accounting & Tax
Banking & Finance


  • Reporting to the Senior Manager, Strategy, Planning and Transformation, work on the development of strategic initiatives that 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
  • Analyze 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 communications and change management initiatives


Work type

Full time

Work mode