Summer 2025

Direct Investing Journey Intern/Co-op

Posted on 4/28/2025

Deadline 5/16/25
TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$23.08 - CA$32.69/hr

Toronto, ON, Canada

Category
Investment Banking
Finance & Banking
Required Skills
Agile
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Working towards a degree/diploma in a related field (e.g.: IT, Computer Science, Engineering, Business...etc.)
  • 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
Responsibilities
  • 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
  • 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
  • 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.
Desired Qualifications
  • 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

TD Bank provides wealth management services to help Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique financial goals through a detailed discovery process that incorporates behavioral finance. This process helps create a personalized Wealth Personality™ profile, which guides the development of a customized wealth strategy. TD Bank focuses on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Their goal is to offer relevant and tailored financial advice that evolves with the client's life priorities.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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