Financial Planning Intern / Co-Op

TD Bank Group
CA - Prince Edward Island - Wellington
January 20, 2025
Management

Location Wellington, Prince Edward Island, Canada

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

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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.

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

JOB DESCRIPTION

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

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 independently
Demonstrated ability 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).
We welcome all applications; however, we will only contact qualified candidates chosen for an interview. Thank you for your interest.
TD requires employees to reside in the country where the role is located, irrespective of remote working arrangements
TD is committed to providing you with the best candidate experience and internship in these unique circumstances. As such, work location and start dates are subject to change.

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 or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Read the full job description and apply online on the recuiter's web-site

Related Job Postings

Financial Planning Intern / Co-Op

TD Bank Group

CA - PE - PE - Wellington
January 20, 2025

Location Wellington, Prince Edward Island, Canada 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 • TD is committed to providing fair and equitable compensation opportunities to all...

Find Jobs Hiring Now Near You!

Get Jobilize Job Search Mobile App Now