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TD Banks 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 Mutual Funds Investment Banking Solutions as a District Sales Manager His last job with TD Bank was working as a Financial PlannerAdvisor therefore Ken has a lot of experience with working at the Bank in investments Ken explained to me that the function of the financial advisor is basically to serve their clients by helping them choose the best types of investments that are out there for them A financial advisor assists their clients on making the right decision that would be beneficial for them not only in the short run but the long run also Ken described the objectives of a financial planner to be the following Establish implement a sales achievement plan that focuses on new sales profitability sales activities prospecting activities internal referral of business and retention of client assets Build a financial practice with a client-centered focus adding value to the relationship by providing advice and finding solutions Achieve or exceed business plan targets in profitability new volumes portfolio size client asset size and financial plan production Ken further explained that it takes a lot for your client to build trust in you as a financial planner because investing can be a big gamble As a financial planner you must build that trust between you and the client You must provide them with all of the information and facts about the types of recommendations that you as an advisor are making for them Every client
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