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TD bank field trip
Date Submitted: 09/10/2006 04:22:34
Category: / Society & Culture / Education
Length: 3 pages (687 words)
Category: / Society & Culture / Education
Length: 3 pages (687 words)
TD Bank's vision is to be the best retail bank in North America. TD
Bank is founded on six guiding principles - " Be Customer Driven,
Respect Each Other, Execute with Excellence, Know Our Business, Enhance
Our Brand, Increase Shareholder Value".
For my field trip I went to TD Bank to interview Ken Vashisht. Ken is a
certified financial planner and has completed his financial management
program full time at BCIT. He is currently working for …
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…referrals to Wealth Partners/Insurance as measured by TD
Leads and insurance reporting
* 10-20% of NAG from referral sources outside of retail, ie. COI's, own
client base, other TDBFG partners
* TD Leads SLA to be at 90% or higher
I learned a great deal about financial planning from this interview and
am very thankful to Ken for providing me with all of this important and
key information that can be useful for me in the future.
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