ONE TD Acquisition Intern/Co-op

DEPARTMENT OVERVIEW

TD Direct Investing is Canadas largest online brokerage providing financial services to clients who manage their own investments and empowering them to do so with confidence through innovative tools and capabilities and comprehensive research and contact centre support.

The DI Acquisition Team supports TD Direct Investing business through Sales Acquisition as well as strategies and initiatives to deepen client relationship within TD Bank Group. The team also plays critical role in developing and implementing DIs ONETD programs/tactics for both short-term wins and long-term multi-year roadmap.

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 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.

ADDITIONAL INFORMATION

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 Sept 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

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.