Wealth Succession & Teaming Programs InternCo-op (Fall 2026)

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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 candidates 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:

Role Overview
At TD Wealth our purpose is to enrich the lives of our clients colleagues and communities by building trusted relationships and delivering experiences that are simpler faster and more personal.
The Intern Succession & Teaming Programs will support the team responsible for enabling smooth advisor transitions that protect client relationships strengthen advisor teams and support long-term business continuity across the Advisory and WISI businesses.
This role offers hands-on exposure to wealth management strategy program execution and data-driven insights while contributing to initiatives that help advisors transition their practices with confidence and continuity for clients.

Key Accountabilities
Program & Initiative Support
Provide day-to-day support to the Manager in delivering Succession and Teaming programs that enable sustainable advisor practices and positive client outcomes
Assist with coordinating program activities tracking deliverables and supporting execution against key priorities
Prepare meeting materials summaries and action items that support effective collaboration across internal partners
Support the planning and delivery of education and training sessions for Branch Managers and Advisors helping colleagues confidently navigate succession planning conversations

Data Insights & Reporting
Support the collection and organization of data related to advisor transitions valuations and client transition trends
Assist in developing clear concise summaries and basic analysis to inform:
oProgram performance reviews
oPost-implementation assessments
oManagement reporting and presentations
Help maintain trackers and working files that support informed decision-making and continuous program improvement

Advisor Resources & Documentation
Support the ongoing maintenance and enhancement of the Legacy & RTP resource centre ensuring content is current clear and easy for advisors and leaders to navigate
Assist with drafting formatting and organizing advisor-facing and internal program materials policies and process documentation
Apply a continuous improvement mindset to help make resources simpler clearer and more consistent for end users

Process Improvement & Enablement
Support efforts to identify opportunities to streamline end-to-end succession and teaming processes reducing complexity while maintaining strong risk and regulatory alignment
Assist with documenting current-state processes and supporting the development of simplified process maps or summaries
Contribute to testing or validating updated tools templates or processes before broader rollout

Collaboration & Communication
Support the preparation of internal communications that help leaders and advisors understand program updates expectations and available supports
Collaborate with partners across TD Wealth to gather inputs and ensure materials are accurate aligned and well-coordinated
Demonstrate TDs commitment to colleague experience professionalism and partnership

What Youll Gain
Exposure to how TD Wealth supports long-term advisor and client success through thoughtful succession planning
Experience working within a national wealth management organization in a highly collaborative environment
Development of analytical communication and stakeholder engagement skills
Insight into how strategy data and execution come together to support trusted client relationships

Who You Are

Education
Currently enrolled in or recently completed an undergraduate program in Business Commerce Finance Economics Mathematics Statistics or a related discipline

Skills & Attributes
Strong analytical skills with comfort working in Excel and PowerPoint
Clear professional written and verbal communication skills
High attention to detail and strong organizational skills
Curiosity about wealth management financial services and business strategy
Ability to work independently while collaborating effectively in a fast-paced team-oriented environment
A positive proactive mindset aligned with TDs values and culture

Nice to Have
Previous internship co-op or academic project experience in finance consulting or operations
Interest in building a longer-term career within TD Wealth or financial services
How Success Will Be Measured
Quality and timeliness of support provided to program initiatives
Accuracy and clarity of analysis documentation and materials produced
Demonstrated learning engagement and contribution to team objectives
Positive feedback from partners and stakeholders supported during the internship

Who We Are

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

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

Interview Process
Well 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 youd 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):