Direct Investing Acquisition Intern/Co-op

📌 Core Information

🔹 Job Title: Direct Investing Acquisition Intern/Co-op

🔹 Company: TD

🔹 Location: Toronto, Ontario, Canada

🔹 Job Type: Internship/Co-op

🔹 Category: Banking

🔹 Date Posted: April 28, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Supporting TD Direct Investing business through Sales Acquisition and strategic initiatives
• Working with data to craft ongoing reporting, create ad-hoc analysis, and deliver sales effectiveness dashboards
• Contributing to special initiatives, such as designing a multi-year roadmap of client referral opportunities
• Managing multiple projects and providing general support to the team

ASSUMPTION: This role is designed for students currently enrolled in an undergraduate degree program, with a focus on developing their skills and gaining real-world experience in the financial services industry.

📋 Key Responsibilities

✅ Managing multiple projects and prioritizing tasks to meet deadlines

✅ Leveraging data to create reports, perform analysis, and surface insights to support business decisions

✅ Collaborating with stakeholders to ensure business objectives are met within project timelines

✅ Designing and building a multi-year roadmap of client referral opportunities and supporting business cases

✅ Crafting and delivering regular head office communications to front line teams

✅ Supporting the implementation of recommended changes arising from senior leadership team offsites

✅ Performing other ad hoc analysis and requests as assigned

ASSUMPTION: This role requires strong project management, data analysis, and communication skills, as well as the ability to work effectively in a team environment with changing priorities and deadlines.

🎯 Required Qualifications

Education: Currently enrolled in an undergraduate degree in Finance, Accounting, Analytics, Data, Business/Commerce, or a related field

Experience: None specified (entry-level role)

Required Skills:

• High degree of numeracy, including experience with financial modeling/forecasting
• Experience working with large and discrete forms of data and designing analytics to surface insights
• Highly developed presentation and communication skills (verbal and written)
• Proficiency in MS Office Excel and Access
• Demonstrated project management skills
• Familiarity with financial markets and TD Direct Investing products and services (preferred)
• Ability to work in a team environment and thrive in a fast-paced workplace with changing priorities and deadlines
• Well organized and able to execute well in a multitask environment

Preferred Skills:

• Familiarity with financial markets and TD Direct Investing products and services

ASSUMPTION: This role requires a strong academic background in a relevant field, with a focus on developing practical skills in data analysis, project management, and communication.

💰 Compensation & Benefits

Salary Range: $48,000 - $68,000 CAD per year

Benefits:

• Health and well-being benefits
• Savings and retirement programs
• Paid time off
• Banking benefits and discounts
• Career development and reward and recognition programs

Working Hours: Monday-Friday, standard business hours

ASSUMPTION: The salary range provided is an estimate based on industry standards for entry-level roles in the financial services industry. The benefits package is comprehensive and designed to support the well-being of colleagues and their families.

📌 Applicant Insights

🔍 Company Context

Industry: Banking

Company Size: 10,001+ employees

Founded: 1855 (as TD Bank, 1855; as Toronto Dominion Bank, 1955)

Company Description:

• TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores
• TD serves over 27 million households and businesses in Canada, the United States, and around the world
• TD is committed to delivering legendary customer experiences and being a leader in customer experience, innovation, and digital banking

Company Specialties:

• Personal and commercial banking
• Brokerage services
• Mutual funds
• Asset management
• Insurance
• Capital markets products and services

Company Website: TD Bank Group

ASSUMPTION: TD is a large, established financial institution with a strong focus on customer experience, innovation, and digital banking. This role offers an opportunity to gain experience in the financial services industry and contribute to TD's ongoing success.

📊 Role Analysis

Career Level: Entry-level (Intern/Co-op)

Reporting Structure: Reports directly to the Manager, TD Direct Investing Acquisition Programs

Work Arrangement: On-site, full-time (4-month work term)

Growth Opportunities:

• Potential for full-time employment after the completion of the internship/co-op program
• Opportunities to work on high-impact projects and contribute to TD's business strategy
• Access to training and development programs to support career growth

ASSUMPTION: This role is designed for students currently enrolled in an undergraduate degree program, with a focus on developing their skills and gaining real-world experience in the financial services industry. The role offers opportunities for growth and development within the organization.

🌍 Location & Work Environment

Office Type: Corporate headquarters

Office Location(s): Toronto-Dominion Centre, Toronto, Ontario, Canada

Geographic Context:

• Toronto is the capital city of the province of Ontario, Canada
• Toronto is the most populous city in Canada and the fourth most populous city in North America
• Toronto is a multicultural city with a diverse range of industries, including finance, technology, and entertainment

Work Schedule: Monday-Friday, standard business hours

ASSUMPTION: This role is based in Toronto, Ontario, Canada, at TD's corporate headquarters. The work environment is fast-paced and dynamic, with a focus on collaboration, innovation, and customer experience.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person or virtual interview with the hiring manager
• Final round interview with senior leadership
• Background check and offer extension

Key Assessment Areas:

• Data analysis and problem-solving skills
• Communication and presentation skills
• Project management skills
• Cultural fit and alignment with TD's values

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Demonstrate your ability to work with data and perform analysis in your application materials
• Showcase your communication and presentation skills in your interview responses
• Prepare for behavioral interview questions that focus on your problem-solving skills, teamwork, and adaptability

ATS Keywords: Data analysis, financial modeling, project management, communication skills, numeracy, teamwork, time management, detail orientation, presentation skills, business acumen

ASSUMPTION: The interview process for this role is designed to assess the candidate's technical skills, cultural fit, and alignment with TD's values. The application process is competitive, and candidates should tailor their materials and prepare thoroughly for interviews.

🛠️ Tools & Technologies

• MS Office Suite (Excel, Access)
• Data analysis and visualization tools (e.g., Tableau, Power BI)
• Financial modeling software (e.g., Excel add-ins, specialized software)
• Project management tools (e.g., Asana, Trello)

ASSUMPTION: This role requires proficiency in MS Office Suite, with a focus on Excel and Access. Familiarity with data analysis and visualization tools, financial modeling software, and project management tools is preferred.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Talent
• Inclusion
• Service
• Results
• Leadership

Work Style:

• Collaborative and team-oriented
• Innovative and adaptable
• Customer-focused
• Results-driven
• Data-informed

Self-Assessment Questions:

• How do you demonstrate integrity in your personal and professional life?
• Can you provide an example of a time when you had to adapt to a significant change in your work environment?
• How do you approach working with data to inform your decisions and drive results?

ASSUMPTION: TD values a diverse and inclusive work environment, with a focus on integrity, talent, inclusion, service, results, and leadership. Candidates should be able to demonstrate alignment with these values and a strong cultural fit with the organization.

⚠️ Potential Challenges

• Working in a fast-paced, dynamic environment with changing priorities and deadlines
• Managing multiple projects and balancing competing demands
• Working with large and complex datasets to surface insights and drive business decisions
• Navigating a large organization and building relationships with key stakeholders

ASSUMPTION: This role presents unique challenges and opportunities for growth and development. Candidates should be prepared to work in a fast-paced environment and manage multiple projects effectively.

📈 Similar Roles Comparison

• This role is similar to other entry-level data analysis and project management roles in the financial services industry
• However, this role is unique in its focus on the direct investing business and acquisition strategies
• Career paths for this role may include progression into more senior roles within the direct investing business or other areas of the organization

ASSUMPTION: This role offers a unique opportunity to gain experience in the direct investing business and contribute to TD's acquisition strategies. Candidates should be prepared to work in a specialized area of the organization and develop expertise in this field.

📝 Sample Projects

• Analyzing customer acquisition trends and identifying opportunities for improvement
• Developing and implementing a multi-year roadmap of client referral opportunities and supporting business cases
• Creating and delivering sales effectiveness dashboards and supplemental reports to front-line sales teams and executives

ASSUMPTION: These sample projects are designed to give candidates an idea of the types of tasks and responsibilities they may encounter in this role. The specific projects assigned may vary based on the organization's priorities and the candidate's skills and interests.

❓ Key Questions to Ask During Interview

• Can you describe a typical day or week in this role?
• How does this role contribute to the overall business strategy of TD Direct Investing?
• What opportunities are there for growth and development within this role and the organization?
• How does TD support work-life balance for its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?

ASSUMPTION: These key questions are designed to help candidates better understand the role, the organization, and the opportunities for growth and development. Candidates should prepare thoughtful questions to ask during the interview process.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare a transcript, cover letter (one letter-sized page or less), and resume (maximum of 2 pages)
• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Prepare for behavioral interview questions that focus on your problem-solving skills, teamwork, and adaptability
• Follow up with the hiring manager one week after submitting your application, if you have not heard back

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.