Document Type

Article

Publication Date

2020

Abstract

TD Private Wealth Management provides a combination of sophisticated investment management and exceptional, high-touch client service as well as a close working relationship to make it easier to connect with your existing consultants as well as our own specialists to deliver you a coordinated wealth management experience.

As an Analyst I read up on different investment strategies that our investment team uses in order to provide an exceptional client experience. In the marketing department I contacted many cold clients in an effort to grow the business. I also attended bi-weekly meetings to update the team on my progress and listened in on strategies to maintain a positive working relationship with the client.

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The views expressed in this paper are solely those of the author.