All jobs within 200 km around Mission

Overview

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

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