Direct Investing Acquisition Intern

3 months ago

Toronto, Canada TD Bank Full time

**Role Type**:
Internship/Co-op

**Work Term**:
Winter/Term 2

**Work Location**:
Canada

**Hours**:
37.5

**Pay Details**:
DEPARTMENT OVERVIEW

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 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 DI's 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

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 **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).
- TD requires employees to reside in the country where the role is located, irrespective of remote working arrangements

**HOURS**

Mond

  • Intern, Investments

    7 months ago

    Toronto, Canada CAPREIT Full time

    : **Reports To**: Manager, Investments | Senior Analyst, Investments **Position Summary**: The Investments Intern will be responsible for supporting the analysis and administrative work of the Investments Team. Key tasks will include preparing Weekly Team Agenda & Minutes, assisting with financial modelling, assisting in the preparation of the Investment...

  • Investment Intern

    7 months ago

    Toronto, Canada Tricon Residential Full time

    Tricon Residential Inc. (NYSE: TCN, TSX: TCN) is an owner and operator of a growing portfolio of more than 36,000 single-family rental homes in the U.S. Sun Belt and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy. We provide...

  • Investments Analyst

    7 months ago

    Toronto, Canada CAPREIT Full time

    : **Reports To**: Manager, Investments **Position Summary**: The Investments Analyst is responsible for preparing financial models, co-leading due diligence process, contributing to budgeting functions, providing regular internal reporting, and preparing Investment Proposals for potential acquisitions and dispositions across Canada. This role will provide...

  • Associate, Merger

    8 months ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Analyst, Investments

    3 months ago

    Toronto, Canada The Cadillac Fairview Corporation Ltd Full time

    **_Role Impact:_** Under general supervision, the Analyst role provides expertise in Investments and conducts complex analysis of data, developing related reports and recommendations to support the Investments group in all of its initiatives, including strategy, acquisitions and dispositions. **_ What you will deliver: _** - Assist in underwriting real...

  • Intern, Investments

    2 months ago

    Toronto, Canada Dream Unlimited Full time

    **Dream is looking for a Intern, Investments (4 months)** Dream is always looking for the best and brightest to join its thriving community. Dream Industrial REIT is currently looking for an Intern, Investments based in Toronto, to support our investments team on acquisitions and dispositions starting in January 2025 **Who are you?** Do you have superior...

  • Direct Investing National Office Intern/co-op

    6 months ago

    Toronto, Canada TD Bank Full time

    **Role Type**: **Work Term**: **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Pay Details**: **Department Overview **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...

  • Associate, Investments

    6 months ago

    Toronto, Canada BGO Full time

    **Associate, Investments** **Toronto, ON** **Who We Are**: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality...

  • Associate, Investments

    6 months ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Associate, Investments** **Crestpoint Real Estate Investments Ltd.** **Toronto, ON** We are looking for an** Associate, Investments** to join our **Crestpoint Real Estate Investments Ltd. **(“Crestpoint”) team. Part of the Connor, Clark & Lunn Financial Group, Crestpoint is a commercial real estate investment manager dedicated to providing...

  • Talent Acquisition Specialist

    7 months ago

    Toronto, Canada QuadReal Full time

    About QuadReal Property Group QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $73.8 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity...

  • Analyst, Investments

    6 months ago

    Toronto, Canada BGO Full time

    **Analyst, Investments** **Toronto, ON** **Who We Are**: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality...

  • Software Acquisition Specialist

    3 weeks ago

    Toronto, Ontario, Canada Vela Software Full time

    As a Software Acquisition Specialist at Vela Software, you will be responsible for identifying and securing strategic acquisitions that align with our company's growth objectives. With a proven track record of thriving in fast-paced enterprise sales or deal sourcing environments, you will leverage your expertise to source, qualify, and nurture a pipeline of...

  • Analyst, Investments

    6 months ago

    Toronto, Canada Triovest Realty Advisors Inc. Full time

    Join Triovest, one of the largest privately-owned Canadian commercial real estate companies, as an Analyst, Investments at our downtown Toronto location. In this role, you will work in a team environment and will provide analytical support for the underwriting and evaluation of office, industrial, retail and land acquisitions and dispositions throughout...

  • Intern, Private Infrastructure Investments

    2 weeks ago

    Toronto, Canada CBRE Full time

    **Intern, Private Infrastructure Investments** **Job ID** - 194749 **Posted** - 13-Dec-2024 **Service line** - REI Segment **Role type** - Full-time **Areas of Interest** Internship/Industry placement **Location(s)** Toronto - Ontario - Canada **THE TEAM** - This position will be working in our Toronto office within the Private Infrastructure team...

  • Investment Analyst

    6 months ago

    Toronto, Canada The Cadillac Fairview Corporation Ltd Full time

    **_Role Impact:_** Under general supervision, the Analyst role provides expertise in Investments and conducts complex analysis of data, developing related reports and recommendations to support the Investments group in all of its initiatives, including strategy, acquisitions and dispositions. **_ What you will deliver:_** - Assist in underwriting real...

  • Intern, Investment Operations

    2 months ago

    Toronto, Canada IMCO Full time

    At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be...

  • Vp Product Strategy

    7 months ago

    Toronto, Canada TD Bank Full time

    **VP Product Strategy & Pricing, Direct Investing, TD Wealth**: - 432150BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - South - 79 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

  • Analyst, Investments

    7 months ago

    Toronto, Canada Pier 4 Ltd Full time

    **Analyst, Investments** **About Pier 4 REIT** At Pier 4 we're not just hiring we're building something great! We are looking for individuals who want to be part of our exciting journey. Pier 4 REIT is a Real Estate Investment Trust focused on acquisition of multi‐family residential properties. Our foundation is built on over 40 years in the real estate...

  • Intern, Investment Strategy

    3 months ago

    Toronto, Canada IMCO Full time

    At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be...

  • Talent Acquisition Specialist

    6 months ago

    Toronto, Canada Centurion Asset Management Full time

    **Who We Are** Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...