Wealth Succession & Teaming Programs Intern/Co-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 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:

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 TD’s commitment to colleague experience, professionalism, and partnership

What You’ll 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 TD’s 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 world's 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 95,000 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:
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.

If you’re 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.  

We're 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 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):