Financial Planning Delivery Excellence Intern/Co-op

Role Type:
Internship/Co-op

Work Term:
Fall/Term 1

Work Location:
Montréal, Quebec, 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.

Job Description:

Financial Planning Delivery Excellence Intern/Co-op - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis

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.

Job Description:

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

This particular posting is open to those who identify as First Nation (Status and Non-Status), Inuit, and Métis with interest in the FPDE Intern/Co-op role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit the TD Career Site .

Additional Information

At TD, we recognize there is more work to be done on our collective journey towards Truth and Reconciliation. That's why, we're applying our business, people and philanthropy to help create a more inclusive and sustainable tomorrow for First Nation, Inuit, and Métis communities across Canada. We believe this is a key step forward on our journey towards Truth and Reconciliation.

We're committed to the ongoing development and growth of colleagues, so that they canunlock their full potential and achieve their career goals. We treat colleagues with the same care, warmth and respect that we show our customers, and we know that caring colleagues and supportiveleaders are what makes TD unique. To learn more, visit Indigenous Talent at TD .

Invitation aux candidats qui s'identifient comme Premières Nations (inscrits et non inscrits), Inuits et Métis

Apercu du service

En matière de planification et de protection du patrimoine, Gestion de patrimoine TD adopte une approche de découverte des objectifs sophistiquée et exhaustive afin d'offrir aux clients des conseils, des solutions et des services hautement personnalisés.

L'équipe Planification financière comprend qu'aider les clients a établir et a réaliser leurs objectifs financiers tout en offrant une expérience client légendaire est essentiel pour assurer le succès de notre entreprise, acquérir de nouveaux clients et les fidéliser. La clé de notre réussite réside dans notre connaissance de nos clients, nos solutions professionnelles et personnalisées et nos équipes primées hautement performantes.

Nous possédons une longue expérience en tant que chef de file en gestion de patrimoine et nous sommes toujours prêts a atteindre de nouveaux sommets. Vous vous sentirez bien accueilli, mis au défi et récompensé. Faites-nous confiance. Vous serez occupé, mais vous ne vous ennuierez jamais.

Détails du poste

Vous êtes un professionnel du domaine financier dynamique et détenant une expertise émergente en planification? Aider des planificateurs et des clients a atteindre des objectifs financiers hautement personnalisés vous stimule? Vous croyez avoir ce qu'il faut pour fournir un soutien quotidien et prendre en charge des demandes spéciales en respectant une panoplie de processus et de procédures techniques? Présentez votre candidature pour le poste Financial Planning Delivery Excellence Intern .

À ce poste, vous offrirez un niveau élevé de soutien en matière de ventes et de service aux planificateurs financiers, Gestion de patrimoine TD dans le cadre de revue des progrès, de prise de contact avec le client et d'expansion des affaires. De plus, vous devrez faire ce qui suit:

• Répondre aux demandes des clients et des planificateurs financiers et fournir des options et des solutions en temps opportun tout en respectant les politiques et les processus.

• Gérer des opérations et des activités présentant des risques moyens a élevés nécessitant des connaissances d'expert pour une vaste gamme de produits, processus ou systèmes.

• Contribuer aux ouvertures et aux transferts de comptes, aux transferts en espèces, aux formulaires électroniques et aux autres demandes administratives et transactionnelles des planificateurs et des clients, rapidement et avec exactitude, ainsi que fournir des conseils, au besoin.

• Offrir aux planificateurs financiers un soutien en matière de vente en ciblant des occasions de croissance de l'actif net et de revenus et en communiquant avec des clients potentiels.

• Recueillir et analyser les données pour cerner et résoudre les problèmes complexes, et les transmettre a un niveau supérieur, au besoin.

• Créer une expérience positive a chaque interaction et rechercher des moyens pour améliorer les ventes et le service de manière continue.

• Participer pleinement en tant que membre de l'équipe et promouvoir un milieu de travail positif axé sur le service.

Ce poste est ouvert aux personnes qui s'identifient comme membres des Premières Nations (inscrits et non inscrits), Inuits et Métis et qui souhaitent occuper un poste de stagiaire ou de stage coopératif pour le programme FPDE. Pour d'autres possibilités d'emploi, tant pour les communautés des Premières Nations, des Inuits et des Métis que pour d'autres, veuillez consulter le site Carrières TD.

Informations supplémentaires

À la TD, nous reconnaissons qu'il reste encore du travail a faire dans notre cheminement collectif vers la vérité et la réconciliation. C'est pourquoi nous mettons a profit nos activités, nos employés et notre philanthropie pour contribuer a créer un avenir plus inclusif et durable pour les communautés des Premières Nations, des Inuits et des Métis partout au Canada. Nous croyons qu'il s'agit d'une étape clé dans notre cheminement vers la vérité et la réconciliation.

Nous sommes engagés a favoriser le perfectionnement et l'épanouissement continus de nos collègues afin qu'ils puissent exploiter leur plein potentiel et atteindre leurs objectifs de carrière. Nous traitons nos collègues avec la même attention, la même chaleur et le même respect que nous témoignons a nos clients, et nous savons que des collègues bienveillants et des dirigeants solidaires font la singularité de la TD. Pour en savoir plus, consultez la page Talents autochtones a la TD.

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.