Richmond Hill On Planner Jobs – 574 Openings This Week

Financial Planner
The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
- $65,000–$120,000 a year
- Full-time
- Hybrid work
- Business development
- Travel
- Financial services
- Dental care
- Flexible schedule
Quick apply
Senior Planner & Dispatcher (Transportation)
Chess Logistics —Mississauga, ON
- $60,000–$75,000 a year
- Full-time
- Customer service
- Continuous improvement
- In-person
Quick apply
5d
Regional Discharger Planner Coordinator, Moose Factory, ON
Weeneebayko Area Health Authority —Ontario
- $39.84–$57.11 an hour
- Full-time
- Nursing
- BLS Certification
- Bachelor's
- Dental care
- Employee assistance program
Quick apply
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Toronto, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor's
- Team management
- Employee stock purchase plan
Assistant, Business
Definity Financial Corporation —Toronto, ON
- $51,300–$94,400 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's
- Financial services
- Tuition reimbursement
- Paid time off
10d
Maintenance Mechanic
FGF Brands —Woodbridge, ON
- $41–$49 an hour
- Overtime
- No university degree
- Cleaning
- Welding
- Wellness program
- Disability insurance
1d
Regional Sales Manager - Amico Lights
Amico —Richmond Hill, ON
- $50,000 a year
- Business development
- Driving
- Travel
Quick apply
RECE-Program Director- Area 18
PLASP Child Care Services —Scarborough, ON
- $26.85 an hour
- Day shift
- CPR Certification
- Supervising experience
- First Aid Certification
Procurement Manager
Bittele Electronics Inc. —Markham, ON
- $70,000–$90,000 a year
- Full-time
- Microsoft Excel
- Inventory control
- Engineering
- Mileage reimbursement
- Dental care
Quick apply
Licensed Auto Body Technician 310B (Preferred)
Pfaff Autoworks Inc. —Markham, ON
- 8 hour shift
- Heavy lifting
- Quality Control
- Power tools
- Employee stock purchase plan
- Dental care
Quick apply
RECE Program Director - Area 18
PLASP Child Care Services —North York, ON
- $26.85 an hour
- CPR Certification
- Supervising experience
- First Aid Certification
Quick apply
Portfolio Manager
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Computer literacy
- Business development
- Bachelor's
- Dental care
Quick apply
Regulatory Affairs Manager
Embassy Ingredients —Brampton, ON
- $70,000–$90,000 a year
- Full-time
- CRM software
- Databases
- Bachelor's
- Wellness program
- Disability insurance
17h
310T Mechanic (Night Shift)
GFL Environmental —Aurora, ON
- $40–$50 an hour
- Full-time
- Computer literacy
- High school diploma or GED
- Computer skills
- Dental care
- Employee assistance program
RECE - Program Director - Area 19
PLASP Child Care Services —Toronto, ON
- $26.85 an hour
- Day shift
- CPR Certification
- Supervising experience
- First Aid Certification
Planner, Maintenance
Atlantic Packaging Products Ltd —Scarborough, ON
- $73,000–$91,000 a year
- Analysis skills
- Continuous improvement
- Communication skills
- Dental care
- Vision care
Quick apply
Quality Control Technologist
Embassy Ingredients —Brampton, ON
- $23–$25 an hour
- Full-time
- Inventory control
- Microsoft Office
- Databases
- Disability insurance
- Dental care
QA Test Engineer
AMPHENOL CANADA CORP —Markham, ON
- $75,000–$90,000 a year
- Full-time
- PMP
- Engineering
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
Sales Manager
Kimpton Saint George —Toronto, ON
- $68,000–$75,000 a year
- Weekends as needed
- Salesforce
- Microsoft Office
- Hotel
Quick apply
RECE - Assistant Director - Area 19
PLASP Child Care Services —Toronto, ON
- From $23.74 an hour
- CPR Certification
- Supervising experience
- First Aid Certification
Quick apply

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Financial Planner

The Co-operators - Goutsouliak & Associates Inc
Thornhill, ON

Quick apply

Job details

Full-time
$65,000–$120,000 a year

Qualifications

Investment
Outbound sales
Customer relationship building
Product recommendation
Post-secondary education
Lead generation
Client relationship development
Business development
CFP
Sales orientation
LLQP
Prospecting
MFDA
Sales pipeline management
Financial services
Client consultation
Insurance sales
Estate planning
Communication skills
Client interaction
Marketing
Customer acquisition
Driving Licence

Full job description

Salary ($65,000-$70,000+) + Commission+

Job Summary

As a Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and service advice in financial services. You will be responsible for driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant sales practices.

What you’re responsible for:

Contributing to the development and sustainable growth of the agency’s investment assets under management and providing client-centric investment services – including both segregated funds and mutual funds solutions.
Provide consultation to clients by providing investment and protection guidance related to their financial needs, including savings, retirement income, wealth / estate planning and life / critical illness insurance.
Engaging with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.
Conducting needs analyses, reviewing client financial goals, providing recommendations aligned with Know Your Client requirements, opening new accounts and documenting recommendations and changes.
Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts that enhance agency visibility and maximize new business opportunities.

What to expect:

You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.
Extended work hours, including evenings and weekends
Strict confidentiality with respect to client’s medical history, financial status and other personal information.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You build trusting relationships and work collaboratively as part of a high-performing team.
You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions, and proactively propose solutions.

To join our team:

You have 3-5 years of experience in the financial services industry, with experience in investment and life product sales.
You have a post-secondary degree in a related discipline (preferred)
You hold a Life License and Mutual Funds License.
You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA).

Pay: $65,000.00-$120,000.00 per year

Benefits:

Dental care
Extended health care
Flexible schedule

Work Location: Hybrid remote in Thornhill, ON

Quick apply

Refine Your Search

planner jobs in richmond hill on

Financial Planner

Senior Planner & Dispatcher (Transportation)

Regional Discharger Planner Coordinator, Moose Factory, ON

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

Assistant, Business

Maintenance Mechanic

Regional Sales Manager - Amico Lights

RECE-Program Director- Area 18

Procurement Manager

Licensed Auto Body Technician 310B (Preferred)

RECE Program Director - Area 18

Portfolio Manager

Regulatory Affairs Manager

310T Mechanic (Night Shift)

RECE - Program Director - Area 19

Planner, Maintenance

Quality Control Technologist

QA Test Engineer

Sales Manager

RECE - Assistant Director - Area 19

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