Talent.com

Demand planner Jobs in Saanich, BC

Create a job alert for this search

Demand planner • saanich bc

Last updated: 6 days ago
Financial Planner - IIROC

Financial Planner - IIROC

Coast CapitalVictoria, British Columbia, CA
Full-time
Background Screening Requirement : .Enhanced Criminal Record Check.As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with ...Show moreLast updated: 30+ days ago
Registered Massage Therapist

Registered Massage Therapist

Alcove Massage TherapyVictoria, British Columbia
Full-time +1
We are welcoming a full or part time RMT in James Bay, Victoria at ! We strive to create a strong team environment through bi-monthly meetings, local events, and mentorship opportunities Current sc...Show moreLast updated: 30+ days ago
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun LifeVictoria, British Columbia
Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and impl...Show moreLast updated: 30+ days ago
Senior Park Planner

Senior Park Planner

District of SaanichVictoria, BC
Full-time +1
Greater Victoria, blending both the urban and rural environment and home to approximately , citizens.Employing more than 1, members, our greatest asset is a high-performing workforce.Recently named...Show moreLast updated: 30+ days ago
store manager - retail

store manager - retail

Free Spirit Botanicals LtdVictoria, BC, CA
Full-time +1
Experience : 3 years to less than 5 years.Direct and control daily operations.Manage staff and assign duties.Study market research and trends to determine consumer demand, potential sales volumes an...Show moreLast updated: 11 days ago
Capital Planner

Capital Planner

Island HealthVictoria, BC, CA
Full-time
Education, Training And Experience.A level of education, training and experience equivalent to a bachelors degree in health services administration and planning, architecture or engineering, or a r...Show moreLast updated: 11 days ago
dispensing opticians office manager

dispensing opticians office manager

Emerald Eye Care LTDVictoria, BC, CA
Full-time +1
Education : Other trades certificate or diploma.Experience : 1 year to less than 2 years.Manage staff and assign duties.Study market research and trends to determine consumer demand, potential sales ...Show moreLast updated: 30+ days ago
store manager - retail

store manager - retail

Epic MenswearVictoria, BC, CA
Full-time +1
Education : Secondary (high) school graduation certificate.Experience : 2 years to less than 3 years.Manage staff and assign duties. Study market research and trends to determine consumer demand, pote...Show moreLast updated: 30+ days ago
Senior Analyst in Wealth Management

Senior Analyst in Wealth Management

NBCVictoria, British Columbia
Full-time +2
A career as a Wealth Offering Manager at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help your investm...Show moreLast updated: 30+ days ago
assistant manager - retail

assistant manager - retail

25Hr ChevronVictoria, BC, CA
Full-time +1
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.Manage staff and assign duties. Study market research and trends to determine consumer de...Show moreLast updated: 30+ days ago
Bilingual Customer Service - Work from Home - Flexible Schedule

Bilingual Customer Service - Work from Home - Flexible Schedule

Teladoc HealthVictoria, British Columbia
Remote
Full-time
The Tier 1 Patient and Member Support Representative plays a critical role in providing outstanding customer service to patients and members within a call center environment.This position involves ...Show moreLast updated: 30+ days ago
store manager - retail

store manager - retail

EQ Vape VictoriaVictoria, BC, CA
Full-time +1
Secondary (high) school graduation certificate.Direct and control daily operations.Plan and organize daily operations.Manage staff and assign duties. Study market research and trends to determine co...Show moreLast updated: 30+ days ago
RMT within a thriving community

RMT within a thriving community

Yoga Lab WestshoreVictoria, British Columbia
Full-time
LAB Wellness (inside LAB Westshore Yoga / Pilates / Mobility Studio) is seeking a passionate Registered Massage Therapist to join our community. We’re looking for an RMT available.Thursday + Friday afte...Show moreLast updated: 30+ days ago
Planner III, Build Support

Planner III, Build Support

SeaspanVictoria, BC, Canada
Full-time +1
The Build Support Planner reports directly to the Senior Planner Build Support and provides expertise in piping and steel fabrication production and manages production sequence within their area an...Show moreLast updated: 6 days ago
store manager - retail

store manager - retail

SPA A'LITA & LASER CTRLangford, BC, CA
Full-time +1
Experience : 3 years to less than 5 years.Direct and control daily operations.Plan and organize daily operations.Manage staff and assign duties. Study market research and trends to determine consumer...Show moreLast updated: 30+ days ago
retail sales manager

retail sales manager

RED BARN MARKET LATORIA WALKVictoria, BC, CA
Full-time +1
Education : Secondary (high) school graduation certificate.Experience : 2 years to less than 3 years.Direct and control daily operations. Plan and organize daily operations.Manage staff and assign dut...Show moreLast updated: 30+ days ago
retail sales manager

retail sales manager

RED BARN MARKET OAK BAYVictoria, BC, CA
Full-time +1
Education : Secondary (high) school graduation certificate.Experience : 2 years to less than 3 years.Direct and control daily operations. Plan and organize daily operations.Manage staff and assign dut...Show moreLast updated: 30+ days ago
store manager - retail

store manager - retail

Aqua Pacific Pools & Hot TubsVictoria, BC, CA
Full-time +1
Experience : 2 years to less than 3 years.Direct and control daily operations.Manage staff and assign duties.Study market research and trends to determine consumer demand, potential sales volumes an...Show moreLast updated: 30+ days ago
retail sales manager

retail sales manager

Smoke 2 SnackVictoria, BC, CA
Full-time +1
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Manage staff and assign duties. Study market research and trends to determine consumer demand, poten...Show moreLast updated: 11 days ago
People also ask
Financial Planner - IIROC

Financial Planner - IIROC

Coast CapitalVictoria, British Columbia, CA
30+ days ago
Job type
  • Full-time
Job description

Location(s) :  Victoria, Admin - Douglas St

Job Type :  Full Time Regular

myWork Program : Office

Starting Salary Range :  $60,000.00 - $70,000.00 plus commission

Background Screening Requirement :

  • Enhanced Criminal Record Check
  • Credit Check
  • Identity Verification
  • Employment Verification
  • References

What’s the job?

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.

What you’ll get to do :

  • Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
  • Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
  • Lead with advice, counselling members on investment strategies and other financial decisions;
  • Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
  • Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
  • Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;
  • Who are we looking for?

    Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

    Key skills required :

  • 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
  • CFP designation required or similar industry Planning designation.
  • Eligible to be registered with the BC Securities commission on the IIROC platform
  • CIM, TEP and / or CPA designation are desirable but not essential.
  • Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH) beneficial but not essential.
  • Familiarity with financial planning software, Morningstar & Salesforce programs;
  • Demonstrated sales skills with an ability to self-source business as well as referral business;
  • Advanced knowledge of a variety of investment products;
  • Solid knowledge with life insurance products and administration.
  • Why join Coast Capital Savings?

  • Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
  • Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
  • A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
  • Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
  • Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
  • Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
  • Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
  • Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
  • An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
  • We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
  • Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.