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Wealth, Direct Investing National Office Intern


This is a Contract position in Toronto, ON posted January 7, 2021.

Company Overview

All companies are not the same. What makes TD special as a business is also, what makes us special as an employer. Why TD?

TD’s Colleague Promise: A better you. A better us.

A more confident you means a stronger us. We empower you to grow your skills, gain new perspectives, and create impact at work and in your community. That’s our unique and inclusive culture.

Department Overview

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 Momentum Program, 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

TD Direct Investing is Canada’s 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 24/7 support. The National Sales Office supports the business through Acquisition, Account Management, Distribution Support (in person, over the phone and social media), RnR, Special Projects and Operations.

Job Description

Reporting the Senior Manager – National Office, 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 sales trends, surfacing opportunities to senior management.
  • Work with the Reporting & Insights team to ensure that accurate sales reporting 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 Manager of Strategic Initiatives, design and deliver the content for National Sales’ Connections Communities and TD Wealth Intranet site.
  • Co-ordinate with key stakeholders to ensure that business objectives are met within the project timeline.

General Support

  • Plan and co-ordinate events for our 3 major sales distribution teams.
  • Craft and deliver regular head office communications to front line sales teams.
  • Support the implementation of recommended changes arising from the senior leadership team offsite.
  • Other ad hoc analysis and requests as assigned.


  • Current enrollment in a relevant post-secondary program
  • Over 1 year of related experience
  • Proficient with MS Office Suite and internet applications
  • Strong communications skills with positive personality and willingness to accept challenges
  • A strong analytical mind with attention to detail and desire to learn and grow

Assigned Line of Business Requirements

  • 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.
  • Knowledge of TDDI’s Business Development business unit, its people and processes is considered a strong asset.
  • Demonstrated project management skills are a strong asset.
  • Familiarity with financial markets and TD Direct Investing products and services, such as Thinkorswim, WebBroker and Advanced Dashboard 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

Early Talent Requirements

  • 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



Start Date

– Summer


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.