Direct Investing National Office Intern/co-op

2 weeks 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 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), Special Projects and Operations.

Reporting the Manager Strategic Initiatives - 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.

**Job 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 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.

**Who We Are**

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing - and so will you.

**Our Total Rewards Package**

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement p

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