Drive success and inspire each other to do your best.

Meet our people

At TD Securities, we know that it’s our people who drive our success. But don’t take our word for it, read stories from our people to a glimpse of a career at TDS.

Katie D. Analyst, Capital Markets

Katie D, Analyst, Capital Markets
University of Pennsylvania 2013

What is your experience in your current role and who do you connect with?

I am currently in the Debt Capital Markets group focused on origination in the high grade space. I work closely with our trading and sales desks in New York, London and Singapore to track secondary trading levels and investor trends in order to make the best recommendation to our clients on debt issuance decisions. We also work closely with our colleagues in DCM across the globe to cover our clients in non-USD currencies.

What are the main strengths and skills you rely on to be successful in your role?

The main skills that I rely on are attention to detail, poise under pressure and resourcefulness.

What made you choose TDS?

TD offered me the opportunity to be involved fully in our businesses the moment I stepped in the door. I started on the Treasury Trading desk and was allowed to trade shortly after joining – something that would rarely happen at other Wall Street firms. When I raised my hand to try something new, they were immediately accommodative and encouraged me to explore other interests which landed me in my current role. I’ve found that senior leaders at TD train their young people well and subsequently allow them to make an impact on the businesses they are working in, something that was pitched to me when I was recruited and certainly true in action.

You work closely with your team on intense projects. How important are your colleagues?

Teamwork is imperative on our desk and we rely on each other to do first-rate work to piece together a larger picture. We often brainstorm and collaborate on ideas and projects so being able to work in a team is a necessity.

What advice would you offer students interested in securing an Analyst role within S&T?

I would first encourage students to speak with S&T professionals to get a sense what their everyday work lives are like and make sure its aligned with their goals and interests. Secondly, I would analyze any experiences in sports, clubs, etc. where they worked on a team to achieve a specific goal so that they can relate past experiences to our business. Lastly, I would learn generally what’s going on in global economics and dig deeper on any particular sector that they may be particularly interested in so they can discuss relevant market topics with potential interviewers.

Bowen L. Associate, Operations Leadership

Bowen L.
Associate, Operations Leadership
BMOS, DAN Management Program, University of Western Ontario, 2011

When did you join the associate program and where are you now?

I was given the great opportunity to join TD Securities’ summer internship program with Global Payment and Cash Management operations following my third year of University. The summer provided me with great opportunities to not only develop professionally through in-class programs but also personally through formal mentorship with various departments across the bank. These experiences, coupled with my work, led to a full-time offer for the TD Securities Operations Leadership Associate program. I’m currently completing my second out of three rotations in Foreign Exchange and Precious Metal settlements supporting our Enterprise Distribution businesses. My first rotation was in Data Governance and Business Process Controls.

Is there an experience that stands out as having a significant impact on your development within the program?

During the time with TD Securities, I have been fortunate to have the opportunity to work on various projects and initiatives that quickly grew and complexity. Each project gives me the opportunity to work with unique business partners and gain valuable insight into their business lines. This has allowed me to gain perspective on how TD products help millions of our customers each day. By understanding the value added to the customer experience , I now have a better understanding of the risks, opportunities, and processes that the bank can take with each initiative and ultimately become more efficient with my job. I have gained valuable development opportunities across each rotation and have been recognized for my work efforts.

What does it take to succeed within the program?

To have the drive to build strong relationships with business partners, to consistently delivering on goals and strategic thinking skills are critical to succeeding in the program. You will also need to develop the ability to adapt to a constantly changing business environment. Between each rotation; solutions to problems you have solved in the past may not work again on the same issues, therefore having the mindset of approaching each problem differently and creating new and creative solutions is important. You will quickly realize the technical ability and work ethic developed through formal education will easily transfer over. How you apply your relationship building skills is where you will find the biggest success.

What do you look for in an employer?

TD Bank Group has fostered a culture of volunteering and giving back to the community. Having witnessed the commitment the organization has to people with disabilities, the LGBT community and the drive to strengthening our society, I am better suited to transfer my skills developed in the workplace to the community. I’m proud to have participated as an ambassador and panel speaker for TD to students with a disability on a regular basis, and I’m committed to mentoring university students with the disability.

Anran L. Associate, Mergers & Acquisitions

Anran L.
Associate, Mergers & Acquisitions
Bachelor of Accounting and Financial Management, University of Waterloo, 2019

Tell us about your current role. What do you do and who do you work with?

As an Associate on TDS’ Mergers and Acquisitions (M&A) team, I work with a team of senior and junior bankers to execute transactions for our clients who are interested in selling their business to another company or acquiring a prospective company. The day-to-day job is never the same and can involve building complex financial models, performing value analysis, preparing process materials, and supporting the deal teams through the coordination of transaction, execution, and ongoing client coverage activities.

What are the main strengths and skills that you rely on to be successful in your role?

Effective communication, an ability to multi-task, and determination are critical for success in my role. Attention to detail and teamwork skills are also necessary to succeed.

Over the years, I learned that the definition of “success” evolves as you build your career within the financial industry. At the Analyst level, you will be measured on how well you respond to guidance and ability to complete tasks such as drafting slides, performing Excel analysis and researching topics. More emphasis is placed on your willingness to learn, developing quantitative competencies, and building relationships with the colleagues around you. As you move into more senior roles, there is a greater emphasis towards client coverage and forming strategic advice.

How do you collaborate with your colleagues during projects and why is it important to work as a team?

My time working with colleagues is split between coaching, reviewing my fellow Analysts’ work and supporting the broader deal team on execution of mandates. As TD is a global bank, the M&A group works alongside our industry investment banking partners across both Canadian and US investment banking offices. Efficient collaboration with our partners require strong adaptation skills and an understanding of how working styles vary across the industry teams at TDS. By working together, we can better address client needs as a full-service financial advisor.

In your current role, what do you look forward to the most?

Having the opportunity to learn something new every day is what I look forward to the most. After developing the quantitative technical competencies as a junior banker, my focus eventually shifted to learning the qualitative aspects around process management, collaboration and providing strategic advice. The structure of the M&A group allows me to work on projects across different industries and teams. The chance to learn about a wide range of business models and work with new people is another exciting opportunity within my role.

What made you choose TD Securities?

When I was a university student, I had spoken with investment banking professionals from TDS and became highly interested in the firm after hearing about their roles and experiences. TDS was also the only bank at the time that outwardly emphasized junior development and long-term retention. After completing my summer internship within the Financial Institutions investment banking group, I got to learn about the great culture and training opportunities that were available and gladly accepted when offered to return full-time.

What advice would you offer to individuals interested in pursuing an Analyst role within Investment Banking?

My advice would be to reach out and connect with investment banking Analysts or past summer Analysts in your network. The best insights about the role will come from those directly doing the job. Beyond this, I would recommend keeping an eye and getting involved at the various recruitment programs and initiatives that are offered by TDS.

Already done your homework?

Meet our people