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Internship

Wealth Pricing Co-op

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TD

•

22d ago

🚀 Summer Internship

Toronto

AI generated summary

  • You must be enrolled in Economics, Business, or Engineering program, have strong project execution skills, effective communication abilities and MS Office proficiency. Show dedication, team spirit and include your transcript, cover letter and resume with your application. Thank you for your interest.
  • You will support pricing projects, update content, assist with inquiries, and streamline fee administration processes for TD Wealth fee-based solutions.

Summer Internship

Banking & Finance•Toronto

Description

The Private Wealth Management Investment Management Business Operations & Enablement team is responsible for Investment Platforms, Technology, Operations and Digital Enablement for PIA and PIC and is accountable to ensure:

  • Alignment with business strategy
  • Profitable management of key flagship products
  • Exceptional client and wealth advisor experiences

 To deliver a best-in-class investment solutions platform, we focus on:

  • Product & Pricing strategy, development, and management
  • On-going advisor / product / pricing / process optimization
  • P&L management
  • Distribution support

 We support investment professionals who deliver exceptional client experiences by providing:

  • Competitive products & pricing that meet client needs
  • Sales support including product / process training and communications
  • Market updates and tools to facilitate client conversations

Requirements

  • Currently enrolled in a University or College program within Economics, Business or Engineering
  • Demonstrated ability to take independent action to achieve results and end to end execution of projects.
  • Developing effective presentations for delivering results and driving strategic thinking to projects to execute
  • Excellent verbal & written communication, with ability to work collaboratively and effectively in a team environment.
  • Proven experience/ strong knowledge of MS Office particularly, Excel, PowerPoint and Word
  • A self-starter and quick learner who can work well independently or in a group atmosphere
  • Team player with strong ability to develop and maintain relationships across functional lines
  • 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.

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance

Responsibilities

  • Supporting the Senior Manager, Wealth Advice Pricing with special projects and initiatives aimed at improving advisor and client experience for TD Wealth fee-based solutions
  • Review of our product & pricing manuals, website and intranet with a goal of simplifying and updating existing content
  • Responding in a timely manner to requests and enquiries for product & pricing information from advisors and internal stakeholders
  • Conducting reviews of fee & pricing administration processes and developing and implementing recommendations to simplify advisor experience

Details

Work type

Full time

Work mode

hybrid

Location

Toronto