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Financial Planner Full-time Job

Coast Capital

Financial Services   Surrey
Job Details

Location(s): Help Headquarters 

Job Type: Full Time 

myWork Options: In-person, Hybrid

Background Screening Requirement: 

  • Enhanced Criminal Record Check
  • Credit Check
  • 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;
  • TEP and/or CPA designation are an asset;
  • Eligible to be registered with the BC Securities commission to sell mutual funds;
  • Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
  • 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.

Financial Planner

Coast Capital
Surrey - 6.71km
  Financial Services Full-time
Location(s): Help Headquarters  Job Type: Full Time  myWork Options: In-person, Hybrid Background Screening Requirement:  Enhanced Criminal Record Check Credit Check Employment Ver...
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Jul 29th, 2024 at 12:58

Customer Services Representative Part-time Job

Coast Capital

Customer Service   Surrey
Job Details

Location(s): Cloverdale Branch 

Job Type: Part Time 

myWork Options: In-person

Starting Salary Range: $22.35-$26.56

Background Screening Requirement: 

  • Enhanced Criminal Record Check (every 5 years)
  • Credit Check (every 5 years)
  • Social Media Check (every 5 years)
  • Identity Verification 
  • Education Verification
  • Employment Verification
  • References

What’s the job?

 

On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our members with support and financial advice, we help them Build a Better Future, Together. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.

 

This is a part-time position with a minimum of 15 hours per week, up to 30 hours per week depending on branch staffing need. Our Cloverdale branch is open Tuesday to Saturday and we are looking for candidates with availability on Wednesdays and Fridays at minimum.

 

What you’ll get to do:

 

  • Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;
  • We build connection.
  • We act with courage.
  • We re-imagine.
  • Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
  • Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
  • Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
  • Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
  • Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
  • Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.

 

Who are we looking for?

To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.

  • Communication – You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
  • Active Listening – You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
  • Empathy – You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
  • Initiative – You don’t sit and wait for something to do. You see something that needs to be done, and do it.
  • Problem Solving – You find job satisfaction by identifying a member problem and work towards solving it with them.
  • Curiosity – You are a life-long learner who loves to grow their understanding of the financial world.
  • Advisory – You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
  • Adaptability – You happily handle whatever situation comes your way.
  • Motivation – You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
  • Integrity – You follow the documented process and do the right thing, every time. Even when no one is watching.
  • Legal Eligibility – You are legally entitled to work for any employer. Please note for those candidates interested in applying for a Canadian Permanent residency, this position falls under a C National Occupation Code (NOC).

Customer Services Representative

Coast Capital
Surrey - 6.71km
  Customer Service Part-time
  22.35  -  26.56
Location(s): Cloverdale Branch  Job Type: Part Time  myWork Options: In-person Starting Salary Range: $22.35-$26.56 Background Screening Requirement:  Enhanced Criminal Record Chec...
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Jul 29th, 2024 at 12:56

Heating, ventilation and air conditioning (HVAC) mechanic Full-time Job

Thermocool Refrigeration & H.V.A.C Ltd

Maintenance & Repair   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 3 to less than 5 years

Location: 211 – 12448 82 Ave Surrey, BC V3W 3E9

Candidate Status:

  • Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
  • International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

  • The candidates should be able to measure and lay out reference points for installation, as well as read and interpret blueprints
  • The candidates should be able to assemble and install refrigeration or air conditioning components, troubleshoot, repair, and overhaul entire HVAC, refrigeration, and air conditioning systems
  • The candidates should be able to measure, cut, and connect piping using welding and brazing equipment, provide customer service, and start up the system, testing for leaks using testing devices
  • The candidates should be able to recharge the system with refrigerant, check and test regulators, calibrate the system, and perform routine maintenance or servicing, including the repair and replacement of parts and components for entire HVAC, refrigeration, air conditioning, ventilation, or heat pump systems

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Heating, ventilation and air conditioning (HVAC) mechanic

Thermocool Refrigeration & H.V.A.C Ltd
Surrey - 6.71km
  Maintenance & Repair Full-time
  36
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jul 24th, 2024 at 15:51

Administrative assistant Full-time Job

Goraya Professionals Ltd

Administrative Jobs   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 2 years
Area of specialization: Reports and records, contracts, and invoices
Computer and technology knowledge: MS Excel, MS Word, and MS Office

Physical Requirements:

  • The candidates should demonstrate attentiveness to detail while efficiently handling repetitive tasks

Other Requirements:

The candidates should be proficient in excellent oral communication while being organized in their approach to tasks

  • The candidates should be reliable in their work ethic and skilled in time management

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to arrange, co-ordinate, and supervise seminars, conferences, etc
  • The candidates should be able to train and supervise other workers
  • The candidates should be able to record, prepare, and determine minutes of meetings, seminars, and conferences
  • The candidates should be able to establish office procedures, routines, and schedules
  • The candidates should be able to schedule, confirm, and answer telephone calls, and relay messages

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Administrative assistant

Goraya Professionals Ltd
Surrey - 6.71km
  Administrative Jobs Full-time
  29
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jul 23rd, 2024 at 15:18

Electrician Full-time Job

G Sekhon Electrical Ltd

Maintenance & Repair   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 2 years

Location: Surrey, BC
Shifts: Day, Evening, Weekend, Morning
Work setting: Various locations

 

Physical Requirements:

  • The candidates should be adept at working in a fast-paced environment, showcasing the ability to thrive and maintain efficiency in dynamic work settings
  • The candidates should possess a keen attention to detail, ensuring accuracy in task execution and deliverables

Other Requirements:

  • The candidates should be organized, demonstrating the ability to structure and manage tasks efficiently
  • The candidates should be team players, collaborating effectively with colleagues to achieve shared goals

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to install underground wiring and cables
  • The candidates should be able to install, replace, and repair electrical controls and panel boxes
  • The candidates should be able to splice, join, and connect wires
  • The candidates should be able to test and measure voltage, loads, ground faults, and integrity of circuits
  • The candidates should be able to troubleshoot and isolate faults
  • The candidates should be able to install surface mount and/or overhead cables
  • The candidates should be able to renovate electrical systems in residential and commercial structures
  • The candidates should be able to read and interpret blueprints, maps, drawings, and specifications

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Electrician

G Sekhon Electrical Ltd
Surrey - 6.71km
  Maintenance & Repair Full-time
  28
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jul 22nd, 2024 at 14:14

Administrative assistant Full-time Job

Youngearth Developments Ltd

Administrative Jobs   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 7 months
Computer and technology knowledge: MS Excel, MS Windows, MS Word, MS Office

Physical Requirements:

  • The candidates should be able to work in a fast-paced environment, capable of meeting tight deadlines, and have a strong attention to detail

Other Requirements:

  • The candidates should demonstrate flexibility, be organized, and be team players
  • The candidates should be accurate, prioritize client focus, and exhibit reliability

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to answer telephone calls and relay messages, answer electronic inquiries, and arrange travel-related itineraries and make reservations
  • The candidates should be able to greet people and direct them to contacts or service areas, and type and proofread correspondence, forms, and other documents

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Administrative assistant

Youngearth Developments Ltd
Surrey - 6.71km
  Administrative Jobs Full-time
  28.85
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jul 18th, 2024 at 16:04

Administrative assistant Full-time Job

Walia Foods

Administrative Jobs   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 2 years

Location: 8236 128 St Unit 39, Surrey, BC V3W 4G2

 

Other Requirements:

  • The candidates should have a strong client focus
  • The candidates should be organized in their approach to tasks
  • The candidates should be a team player

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to determine and establish office procedures and routines
  • The candidates should be able to schedule and confirm appointments
  • The candidates should be able to answer the telephone and relay telephone calls and messages
  • The candidates should be able to answer electronic inquiries
  • The candidates should be able to order office supplies and maintain inventory
  • The candidates should be able to greet people and direct them to contacts or service areas
  • The candidates should be able to open and distribute regular and electronic incoming mail and other material and coordinate the flow of information
  • The candidates should be able to set up and maintain manual and computerized information filing systems
  • The candidates should be able to type and proofread correspondence, forms, and other documents

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Administrative assistant

Walia Foods
Surrey - 6.71km
  Administrative Jobs Full-time
  25
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates need standard educational qualifications such as a Secondary (high) school gra...
Learn More
Jul 18th, 2024 at 15:59

Office reception clerk Full-time Job

Southpace Visa Solutions Ltd

Administrative Jobs   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates don’t need experience although having experience is an asset

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Office reception clerk

Southpace Visa Solutions Ltd
Surrey - 6.71km
  Administrative Jobs Full-time
  21
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates don’t need standard educational qualification such as degree, certificate or d...
Learn More
Jul 16th, 2024 at 18:46

Customer Service Specialist Full-time Job

PepsiCo

Customer Service   Surrey
Job Details

The sales merchandiser contributes to the success of Frito Lay Canada by providing exceptional customer service to various large and small accounts, such as supermarkets and variety stores. This includes merchandising products, freshness rotation, display set up and maintenance, storage room organization and movement of product from storage to the sales floor. 

What you can expect from us: 

  • Competitive compensation and comprehensive benefits designed to fit your unique needs 
  • A dynamic and inclusive culture that promotes you to bring your whole-self to work 
  • Inspiring positive change for people and the planet with sustainability goals  
  • A supportive team that will encourage your professional growth and development 

Compensation: $965.60

Responsibilities

  • Merchandise store shelving, racks and displays with PepsiCo products 
  • Utilize Point-of-Sale materials 
  • Keep back-room stock in neat and orderly condition, ensure shelving cleanliness is maintained 
  • Provide excellent service to assigned accounts; create and maintain goodwill with all customers 
  • Perform all assigned duties in a safe and productive manner 

 

Qualifications

  • Valid driver's license, clean driving record and a reliable vehicle 
  • Merchandising or retail customer service experience is helpful, but not necessary 
  • Ability to work with minimal supervision 
  • Must be able to perform frequent bending, twisting, kneeling, squatting, reaching over shoulder 
  • Able to lift 50 plus poundsand push or pull up to 200 pounds using a pallet jack 

Customer Service Specialist

PepsiCo
Surrey - 6.71km
  Customer Service Full-time
The sales merchandiser contributes to the success of Frito Lay Canada by providing exceptional customer service to various large and small accounts, such as supermarkets and variet...
Learn More
Jul 12th, 2024 at 12:47

Wiring electrician Full-time Job

KOONER ELECTRICAL LTD.

Maintenance & Repair   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates don’t need standard educational qualifications
Experience: Candidates should have experience of 3 years to less than 5 years

Candidate Status:

    • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
    • Candidate must have legal authorized (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to install underground wiring and cables, install, replace and repair electrical controls and panel boxes
  • The candidates should be able to splice, join and connect wires, test and measure voltage, loads, ground faults integrity of circuits
  • The candidates should be able to troubleshoot and isolate faults, install surface mount and/or overhead cables
  • The candidates should be able to install power generation, stand-by power generation and power conditioning systems
  • The candidates should be able to renovate electrical systems in residential and commercial structures
  • The candidates should be able to read and interpret blueprints, maps, drawings and specifications

Benefits:

  • The candidates will get other benefits

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through below mentioned details.

By email
[email protected]

Wiring electrician

KOONER ELECTRICAL LTD.
Surrey - 6.71km
  Maintenance & Repair Full-time
  28
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates don’t need standard educational qualifications Experience: Candidates should h...
Learn More
Jul 12th, 2024 at 09:19

Delivery driver Full-time Job

Oceana Florists Ltd

Transportation & Logistics   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates don’t need standard educational qualifications
Experience: Candidates don’t need experience, training will be provided
Own tools/equipment: Cellular phone

Location: 5047 184 Street Surrey, BC V3Z 1B5 On the road job
Shifts: Day, Weekend, Flexible Hours
Transportation/travel experience: Local
Transportation information: Own vehicle and Valid driver’s licence

Physical Requirements:

  • The candidates should be able to handle loads up to 9 kg (20 lbs)

Other Requirements:

  • The candidates should have a strong client focus, ensuring satisfaction and meeting client needs, and prioritize accuracy in their work
  • The candidates should demonstrate flexibility in adapting to various tasks and situations, exercise good judgment in decision-making, and be organized in their approach to work
  • The candidates should exhibit reliability in meeting commitments, demonstrate dependability in fulfilling responsibilities, and be team players, fostering collaboration with colleagues
  • The candidates should prioritize punctuality in their work

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to load and unload goods
  • The candidates should be able to use maps and other trip planning aids
  • The candidates should be able to record trip information such as vehicle mileage, fuel costs, and any problems
  • The candidates should be able to keep a record of items received and delivered
  • The candidates should be able to deliver and pick up messages, parcels, and other items by hand
  • The candidates should be able to follow directions and read maps

Benefits:

  • The candidates will get gratuities, piece work, and free parking available

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

By mail
5047 184 Street
Surrey, BC
V3Z 1B5

By phone
604-576-6729 Between 01:00 p.m. and 05:00 p.m.

By fax
604-576-6695

Delivery driver

Oceana Florists Ltd
Surrey - 6.71km
  Transportation & Logistics Full-time
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates don’t need standard educational qualifications Experience: Candidates don’t ne...
Learn More
Jul 10th, 2024 at 11:24

Office administrative assistant Full-time Job

ACE POINT MARKETING INC

Administrative Jobs   Surrey
Job Details

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates should have experience of 1 to less than 7 months

Physical Requirements:

  • The candidates should be able to thrive in a fast-paced environment, work effectively under pressure, and meet tight deadlines
  • The candidates should have a strong attention to detail and be able to handle repetitive tasks efficiently

Other Requirements:

  • The candidates should be organized in their work approach and reliable in completing tasks

Candidate Status:

  • Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
  • Candidate must have legal authorization (Work Permit) to work in Canada
  • If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

  • The candidates should be able to determine and establish office procedures and routines, schedule and confirm appointments, and answer the telephone, relay calls, and messages
  • The candidates should be able to answer electronic inquiries, order office supplies, greet people, and direct them to contacts or service areas
  • The candidates should be able to set up and maintain manual and computerized information filing systems, carry out administrative activities of the establishment, and oversee and coordinate office administrative procedures
  • The candidates should be able to review and evaluate new administrative procedures, establish work priorities, and ensure procedures are followed and deadlines are met
  • The candidates should be able to assist in the preparation of the operating budget, maintain inventory and budgetary controls, and assemble data and prepare periodic and special reports, manuals, and correspondence

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details

By email
[email protected]

Office administrative assistant

ACE POINT MARKETING INC
Surrey - 6.71km
  Administrative Jobs Full-time
  26
Requirements: Languages: Candidates must have knowledge of the English Language Education: Candidates don’t need standard educational qualification such as degree, certificate or d...
Learn More
Jul 10th, 2024 at 11:20

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