Inventory planner • surrey bc
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner to... Show more
At Ames, our people are at the heart of everything we do and that commitment extends throughout our supply chain.As a Purchaser, you'll play a critical role in ensuring the right products are avail... Show more
HK), founded in 2010, is a leading global company in the trend culture and entertainment industry.Centered around IP, POP MART has built a comprehensive platform for creative incubation and IP oper... Show more
Printing Company that has achieved excellence for over 50 years and is headquartered in Coquitlam, British Columbia.A privately owned and operated company, we make quality components such as durabl... Show more
Scarlet Security & Risk Group (SSRG) is seeking a reliable, organized, and hands-on Procurement, Inventory & Warehouse Administrator to join our Systems Integration team.This role supports ... Show more
Reporting to the Shipper/Receiver Team Lead, the Shipper/Receiver supports the accurate and timely movement of materials and finished goods.Responsibilities include picking, packing, shipping, and ... Show more
Unique opportunity with a global technology company making interesting and complex products.Looking for a senior-level accounting & finance professional with 7+ years relevant experience, inclu... Show more
Unit 101, 19498 Telegraph Trail, Surrey, British Columbia - V4N 4H1.Summer Bonuses, and so much more! .The Warehouse Associate will increase operational efficiency, company profitability and custom... Show more
TrendTex Fabrics and Winbourne Fabrics are leading Wholesale Distributors serving independent retailers in the quilting and home sewing markets across Canada and the UK.Our teams work closely with ... Show more
Maintain and track equipment, tools, and inventory records.Support asset assignments, equipment retirement, and documentation.Prepare and maintain spreadsheets, reports, and database records.Assist... Show more
Put your proactive mindset, data analysis skills, and cross functional communication abilities to work by joining STEMCELL Technologies, Canada’s largest biotech company, as a Distribution Operatio... Show more
We are looking for someone seeking exciting new opportunities as Inventory Clerk for our thriving team in Burnaby, BC.The successful person will be an energetic, customer focused, self-starter who ... Show more
Glen Group is a dynamic and fast-growing organization dedicated to providing high-quality services across multiple industries, including traffic control, security, construction, and management.With... Show more
We are seeking an experienced and versatile Warehouse Associate who can support multiple areas of warehouse operations.The successful candidate must be comfortable operating high-reach and counterb... Show more
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more
About Wesgar Wesgar is a leader in the manufacturing industry, specializing in high-quality production and precision machining.Based in Port Coquitlam, we pride ourselves on a workplace culture bui... Show more
Are you an experienced Warehouse Associate looking for a stable, professional, and rewarding career in Pitt Meadows? Our team of expert recruiters at Randstad is currently seeking a dedicated profe... Show more
Education: Secondary (high) school graduation certificate.Experience: 1 year to less than 2 years.Organize and maintain inventory.Ensure health and safety regulations are followed.Address customers... Show more
At Upper Canada Forest Products, we’re more than a leading North American distributor of specialty wood products—we’re a team committed to professionalism, care, and creating spaces that enhance li... Show more
){kind=logo}
Description
:Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.
With a focus on relationship management, advice and business development, you will:
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment
Educational Requirements:
University Degree (preferred)
3 – 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
CIRO Registered Representative (RR) license within first 120 days in role
Achieve Certified Financial Planner (CFP) designation within first 3 years in role
University Degree OR meet one of the following:
Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Up to 10 years of qualifying work experience
Skills you will require:
Passion for financial planning and driven to help clients reach their financial & life goals
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
You have excellent people and problem-solving skills that help you build and maintain client relationships
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship
#LI-Wealth
Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.Our Total Rewards Package
