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Direct Investing Journey Intern/Co-op
2 months ago
TD is seeking a skilled professional to support the TD Direct Investing Journey, driving the end-to-end client experience across TD's self-directed investing platforms.
The ideal candidate will have a strong team player mindset, excellent communication skills, and experience working on complex problems with competing stakeholders.
Key responsibilities include product ownership, analytics and insights, and emerging investor solutions, with a focus on driving business results and delivering exceptional customer experiences.
TD offers a competitive total rewards package, including a base salary, variable compensation, and benefits, as well as opportunities for career development and growth.
The company is committed to providing a supportive and inclusive work environment, with regular development conversations, training programs, and a competitive benefits plan.
Key requirements include a degree or diploma in a related field, strong analytical and problem-solving skills, and experience working in a fast-paced environment.
Additional assets include personal experience with self-directed investing, experience working in wealth, banking, fintech, consultancy, or digital business, and experience creating business strategy.
TD is a leading global financial institution, committed to delivering legendary customer experiences and enriching the lives of its customers, communities, and colleagues.
The company is guided by its vision to Be the Better Bank and its purpose to enrich the lives of its customers, communities, and colleagues.
- Product Ownership: Support the Senior Manager or Manager in driving the objective and key result for a given phase of the Journey (Shop, Buy, Serve, Engage) by creating and maintaining feature roadmaps, managing escalations, assessing customer feedback, and communicating sprint goals as part of an agile team including IT, Architecture, Change Management
- Analytics & Insights: Support the Senior Manager or Manager by measuring Journey Key Results at each phase and understand their drivers to assess progress, and uncover new data-driven insights to influence both short term tactics and longer-term strategy
- Emerging Investor Solutions: Support the Senior Manager or Manager with the longer-term innovation agenda by exploring, developing, and validating new concepts, and defining and scoping early-stage opportunities through prototyping and testing
- Working towards a degree/diploma in a related field (e.g.: IT, Computer Science, Engineering, )
- A strong team player, curious to learn, with an ability to quickly build relationships
- A passion for making personal finances easier
- Experience working on complex problems that have competing stakeholders
- Exceptional communication skills, developing business documents and leadership presentations
- Expert in Excel and PowerPoint
- Personal experience with self-directed investing
- Experience working in wealth, banking, fintech, consultancy, digital business
- Experience creating business strategy
- Experience working in agile/digital delivery methodologies
- Familiarity with data extraction, manipulation, and visualization
- Familiarity with innovation, experimentation, usability, human-centered design
