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TD bank field trip
Title: TD bank field trip
Category: Society & Culture / Education
Details: Words: 712 | Pages: 3.0 (approximately 235 words/page)
TD bank field trip
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 TD …showed first 75 words of 712 total…
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…showed last 75 words of 712 total…closed 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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