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As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. 

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. 
 
Promote the development and sustainable growth of proprietary investment business in the assigned market area by: 

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. 
• You’re self-directed, performance –oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions. 
• Be highly engaged, educate clients, provide relevant insights and expert advice. 
• Demonstrate a collaborative approach when dealing with peers, clients, and partners. 
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. 

 
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 

• Experience infinancial planning and investment sales is preferred. 
• Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• You’re a mutual funds certified professional.You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team. 
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. 

 
What’s in it for you? 

• A competitive compensation and benefits package that rewards growing and maintaining your client base. 
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. 
• The ability to build long-lasting client relationships through exceptional advice and service. 
• A work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.

Overview

Overview

Overview

Overview

Package Operations Clerks are part-time and permanent positions, and are responsible for updating package information, validating international address information using UPS systems, scanning premium service packages, assisting brokerage operations and updating the package inventory systems.

Package Operations Clerks may utilize heavy machinery to complete tasks. These positions will perform other tasks as assigned - including, but not limited to, working with the belts, the customer counter and with Canada Customs officers.

• Location: 5960 FERGUSON ROAD, RICHMOND BC (Near YVR)*

• Shift: Monday to Friday; 6:00AM - 11:00AM

* The location of the package centre may not be regularly accessible by public transit during the available shifts. A secure form of transportation may be needed. Please check transit availability prior to committing with a shift.

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Responsibilities:

• Takes ownership of international shipping address corrections and data entry.

• Assists in validating customs and brokerage documentation and calculations.

• Operates all office equipment, software, and devices and trains others.

• Maintains a clean, organized, and safe working environment.

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Qualifications:

• Strong customer service skills

• Strong computer skills, including Microsoft Office Applications

• Strong verbal and written communication skills

• Must be comfortable working in a warehouse and belt-operations environment

• Ability to lift, up to 70-lbs (30-kg) unassisted, on an occasional basis

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What we offer:

UPS offers a competitive compensation package which includes benefit options including health and dental coverage, group insurance plan, paid vacation, employee stock purchase plan and an unlimited opportunity to grow within the company.

Our employee benefits include the following:

• Training and Development: UPS provides full training for all positions to ensure safety and compliance to policies and regulations;

• Weekly Compensation: Employees are paid on a weekly basis, every Friday;

• Generous Benefits Package: All UPS employees have extended health, dental, and vision benefits;

• Promotion From Within: UPS is a globally known brand and has expanded in many countries and so UPS offers lots of room for advancement in many areas of the business;

• Employee Discounts: All UPS employees have the chance to take advantage in employee discounts when purchasing UPS merchandise and other brands;

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The above statements are intended to describe the general nature of the work required for the position and are not intended to be an exhaustive list of all duties and responsibilities.

UPS offers a competitive compensation package which includes benefit options inclusive of health and dental coverage, group insurance plan, paid vacation, employee stock purchase plan and an unlimited opportunity to grow within the company.

Overview

Overview

Overview

Overview

CIBC’s Wood Gundy team  is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client investments. You’ll play a key part in supporting and servicing high net worth client accounts. You’ll provide ongoing support to a team that goes above and beyond for their clients.  This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage.

End Date: October 19, 2024 (3 days left to apply)

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

The base salary range for this role is $47,420.00 - 59,740.00 CAD Annual.

How you'll succeed

• Administrative Support - Maintain compliance standards in client dealings/client files. Conduct administrative activities and engage in administrative processes associated with supporting the IA(s) and teams. Engage in all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients. As determined by the IA, assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances and demographic profile.

• Client Engagement - Connect on a personal level to make every interaction meaningful. Enhance relationships by collaborating with your team and providing administrative support to ensure client needs are met. Respond to requests by answering questions and providing an exceptional experience.

• Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities. Work closely with your team to connect clients with the right opportunities.

• Organizational Skills - Support Investment Advisors by providing timely responses to client requests and maintaining compliance standards in all files. Enable team success by improving team productivity, proactively uncovering business opportunities, and helping to direct assets into the right financial products.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partner. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-04-30

Job Location

Vancouver-1055 Dunsmuir-2500

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Personal Initiative