Direct Investing Acquisition Intern / Co-Op III

at  TD Bank

JOB DESCRIPTION

Reporting the Manager, TD Direct Investing Acquisition Programs , the Co-op Associate can learn the direct investing business while making a meaningful contribution to our business strategy that will translate into significant financial results for our shareholders.
The position requires multiple projects to be managed at any given time, and thereby requires a determined, creative, detail-oriented individual with superior time management skills . In additional to traditional support tasks, the Associate will also need to be comfortable working with data, have financial and business acumen and be able to surface insights. The ability to prioritize, manage time effectively, while strengthening our relationships with our key partners will be critical to achieving success in the role.

Data Analytics

• Leverage existing source data to craft ongoing reporting on acquisition trends, create ad-hoc analysis to support initiative prioritization, etc.
• Work with the Reporting & Insights team to ensure that accurate data is delivered on a regular, timely basis and own investigations into any discrepancies.
• Develop, maintain , and deliver regular sales effectiveness dashboards and supplemental reports to the front-line sales teams and executives.
• Lead modeling illustrative economics for several key business initiatives.

Special Initiatives

• With the Senior Manager, design and build a multi-year roadmap of client referral opportunities and the supporting business cases.
• Co-ordinate with key stakeholders to ensure that business objectives are met within the project timeline.

General Support

• Craft and deliver regular head office communications to front line teams.
• Support the implementation of recommended changes arising from the senior leadership team offsite.
• Other ad hoc analysis and requests as assigned.

JOB REQUIREMENTS

• Currently enrolled in an undergraduate degree in Finance, Accounting, Analytics, Data, Business/ Commerce or related field ; with the intent of going back to school at the start of your work term .
• High degree of numeracy, including experience with financial modeling/forecasting.
• Experience working with large and discrete forms of data and designing analytics with the objective of surfacing insights and providing recommendations.
• Highly developed presentation and communication skills (verbal and written).
• Proficiency in MS Office Excel and Access is a requirement.
• Demonstrated project management skills are a strong asset.
• Familiarity with financial markets and TD Direct Investing products and services, such as thinkorswim , WebBroker , Advanced Dashboard and TD Easy Trade app would be preferred.
• Ability to work in a team environment.
• Thrives in a fast-paced workplace with changing priorities and deadlines.
• Well organized, and able to execute well in a multitask environment.

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 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 mor

Add if applicable: Please note that this is a general posting. If you are selected for an interview, more information regarding which business group and the specific job duties will be provided.

• This position is a 4-month work term and will commence Jan 6 - Apr 25, 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