49 Planning Specialist jobs in Canada

Job Description

Salary:

COMPANY OVERVIEW

Were a leading independent, Canadian-owned and operated Private Client Services and Capital Markets firm, known for our client-centred approach and entrepreneurial spirit. Ventum Financial Corp is a compelling option for investors seeking unbiased investment solutions, professional management, and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients needs first. We are also a growing firm, with over $10 billion in assets under administration and management. Firms of our size and structure attribute 7-8% of overall revenue from insurance production and this role will work to reach that goal. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Winnipeg, Vancouver, Calgary, Victoria, and Edmonton.

POSITION OVERVIEW

Working directly with Investment Advisors, the Estate Planning Specialist (EPS) will provide comprehensive financial planning advice and retirement projections to clients of Ventum Financial Corp. Variable revenue can be generated through the curation and successful sale of insurance products when a need is identified through a plan. The EPS must have a thorough understanding of the financial, procedural, and legal aspects of insurance and wealth preservation, and continuously look to generate new business for the firm.

DUTIES AND RESPONSIBILITIES

• Prepare both simple projections and comprehensive financial plans for advisors clients at a rate to be set per month by your manager;
• Include recommendations in plans i.e. CPP/OAS payments, advice on RIF conversions, tax rates, corporate details, etc.;
• Provide insurance solutions to clients of Investment Advisors as part of Ventum Insurance Services Corp
• Be agent of record for any orphaned life/health insurance products
  • Orphaned insurance accounts will not be assigned until the firm provides a client file with validated contact information on the policyholder(s)
• Curate and present personalized insurance plans to the IA which will provide specific recommendations focused on the clients needs
• Ensure that client records are maintained and kept current
• Practical experience in higher level planning, i.e. the integration of closely held corporations, trust, and/or cross border experience; and
• Cultivate and maintain ongoing relationships with Advisors and their clients by tracking their successes and keeping them informed about any changes that may affect their clients finances
• Through the IA, identify the client's goals, provide comprehensive reviews, and build long-term relationships, and provide ongoing services
• Be knowledgeable of best practices and procedures and stay ahead of emerging trends
• Acquire and apply expertise, provide mentorship, assistance, and direction
• Maintain a culture of risk management and control, supported by aligned risk appetite
• Assist in the servicing of existing insurance policies and work closely with the agents of record (licensed Advisors in the branch) to develop a system of follow up and servicing.
• Other duties as assigned
• Working alongside the Investment Advisor, the EPS will execute the vision of the clients financial goals by offering, promoting, and successfully selling curated insurance products
• You will assess the clients overall financial picture with a fulsome financial plan, and understand how to develop and present the appropriate wealth preservation plans
• Work with support staff to establish client records and update their files
• Maintain ongoing relationships with Investment Advisors and their clients, keeping them updated about any changes affecting their estate plan

JOB REQUIREMENTS AND SKILLS

• University Degree and/or 7-10 years industry experience
• FSRA life licensing in Ontario is required, licensing in Quebec, Alberta, Saskatchewan, Manitoba, New Brunswick and British Columbia is an asset.
• Harmonize home jurisdiction license within 6 months of hire to all provinces where Ventum Insurance Services Corp is licensed
• Advanced knowledge of life and health insurance products
• Strong knowledge of insurance regulatory requirements across Canada
• Intermediate knowledge of taxation
• Intermediate knowledge of estate planning concepts
• Ability to explain estate planning concepts in a simple and concise manner
• CFP required, CLU or tax designations, an asset
• Deep understanding of the financial services industry, competitive landscape and economic market issues
• Strong communication and presentation skills with ability to work collaboratively and independently, aid and build relationships
• Ability to work and champion in a diverse and inclusive fostering culture
• 3+ years experience in an insurance sales role
• Proficiency with wealth planning/projection software required
• Strong capabilities in navigating the administrative aspects of insurance applications and underwriting, as the role will not have an associate supporting them
• The ability to travel up to 20% of the time to our other branches across the country
• For weeks when not traveling for work, this individual will be in either our Toronto or Vancouver offices two days a week

About IEM Canada

IEM Canada, (Industrial Electric Manufacturing, Inc.) in Surrey, BC, is the largest independent full-line manufacturer of custom electrical distribution and power quality equipment in North America. IEM has delivered customer-specific solutions to meet the ever-changing power requirements of growth industries in North America for over half a century. This position offers an exciting opportunity within an innovative, employee-oriented company!

What We Offer:

• Flexible Schedules
• Extended health benefits
• Dental coverage
• Vision coverage
• Life Insurance
• Eligibility towards Group Retirement Savings Plan contributions
• Employee Appreciation Events

Position Overview

IEM is currently seeking a Materials Planning Specialist for our Surrey, B.C. The Materials Planning Specialist will play a key role in establishing and refining the material replenishment strategies that support IEM lean production system. This individual will be responsible for designing and implementing material flow processes aligned with principles such as Kanban, PFEP, JIT, and FIFO. This role will also serve as a cross-functional liaison among Production, Supply Chain, and Fabrication to ensure successful adoption and execution of these new systems.

This position offers the opportunity to lead the foundational buildout of lean materials processes and develop broad operational knowledge in a fast-paced manufacturing environment.

Key Responsibilities

Lean Material Replenishment System Development

• Design, pilot, and implement lean material replenishment systems including Kanban, PFEP, JIT, and visual replenishment strategies.
• Develop and maintain point-of-use (POU) inventory solutions to reduce material travel and downtime.

Cross-Functional Process Alignment

• Collaborate closely with Production, Fabrication, Planning, and Warehouse teams to align material delivery processes with work center needs.
• Lead regular reviews and kaizen events to identify gaps and drive standardization.

Kitting, Staging, and Inventory Accuracy

• Work with warehouse and production staff to improve part staging and kitting processes in support of work center schedules.
• Ensure accurate ERP transactions, drive cycle count integrity, and support real-time inventory visibility.

Continuous Improvement and Lean Culture

• Serve as a champion for lean transformation efforts related to materials flow and planning.
• Develop and standardize visual management tools to support tiered daily management.

Training & Change Management

• Train key personnel on lean material systems and practices.
• Document standard work and facilitate knowledge transfer across shifts and departments.

ERP/MRP System Management

• Maintain accurate inventory records, material transactions, and stock levels using ERP and MES systems to ensure production demands are met.

Qualifications & Experience

• Bachelor’s degree in Supply Chain, Operations Management, or equivalent experience. Industrial Engineering is a bonus!
• 3+ years of experience in a manufacturing environment with exposure to materials management, operations planning, or production support.
• Foundational understanding of lean principles such as 5S, value stream mapping, Kanban, and PFEP.
• Experience working with ERP systems (Infor preferred) and material tracking solutions.
• Effective communication and project management skills with an ability to collaborate across multiple departments.
• Demonstrated initiative and drive to improve processes, with a willingness to learn and grow into a larger leadership role.

About IEM Canada

IEM Canada, (Industrial Electric Manufacturing, Inc.) in Surrey, BC, is the largest independent full-line manufacturer of custom electrical distribution and power quality equipment in North America. IEM has delivered customer-specific solutions to meet the ever-changing power requirements of growth industries in North America for over half a century. This position offers an exciting opportunity within an innovative, employee-oriented company!

What We Offer:

• Flexible Schedules
• Extended health benefits
• Dental coverage
• Vision coverage
• Life Insurance
• Eligibility towards Group Retirement Savings Plan contributions
• Employee Appreciation Events

Position Overview

IEM is currently seeking a Materials Planning Specialist for our Surrey, B.C. The Materials Planning Specialist will play a key role in establishing and refining the material replenishment strategies that support IEM lean production system. This individual will be responsible for designing and implementing material flow processes aligned with principles such as Kanban, PFEP, JIT, and FIFO. This role will also serve as a cross-functional liaison among Production, Supply Chain, and Fabrication to ensure successful adoption and execution of these new systems.

This position offers the opportunity to lead the foundational buildout of lean materials processes and develop broad operational knowledge in a fast-paced manufacturing environment.

Key Responsibilities

Lean Material Replenishment System Development

• Design, pilot, and implement lean material replenishment systems including Kanban, PFEP, JIT, and visual replenishment strategies.
• Develop and maintain point-of-use (POU) inventory solutions to reduce material travel and downtime.

Cross-Functional Process Alignment

• Collaborate closely with Production, Fabrication, Planning, and Warehouse teams to align material delivery processes with work center needs.
• Lead regular reviews and kaizen events to identify gaps and drive standardization.

Kitting, Staging, and Inventory Accuracy

• Work with warehouse and production staff to improve part staging and kitting processes in support of work center schedules.
• Ensure accurate ERP transactions, drive cycle count integrity, and support real-time inventory visibility.

Continuous Improvement and Lean Culture

• Serve as a champion for lean transformation efforts related to materials flow and planning.
• Develop and standardize visual management tools to support tiered daily management.

Training & Change Management

• Train key personnel on lean material systems and practices.
• Document standard work and facilitate knowledge transfer across shifts and departments.

ERP/MRP System Management

• Maintain accurate inventory records, material transactions, and stock levels using ERP and MES systems to ensure production demands are met.

Qualifications & Experience

• Bachelor’s degree in Supply Chain, Operations Management, or equivalent experience. Industrial Engineering is a bonus!
• 3+ years of experience in a manufacturing environment with exposure to materials management, operations planning, or production support.
• Foundational understanding of lean principles such as 5S, value stream mapping, Kanban, and PFEP.
• Experience working with ERP systems (Infor preferred) and material tracking solutions.
• Effective communication and project management skills with an ability to collaborate across multiple departments.
• Demonstrated initiative and drive to improve processes, with a willingness to learn and grow into a larger leadership role.

About IEM Canada

IEM Canada, (Industrial Electric Manufacturing, Inc.) in Surrey, BC, is the largest independent full-line manufacturer of custom electrical distribution and power quality equipment in North America. IEM has delivered customer-specific solutions to meet the ever-changing power requirements of growth industries in North America for over half a century. This position offers an exciting opportunity within an innovative, employee-oriented company!

What We Offer:

• Flexible Schedules
• Extended health benefits
• Dental coverage
• Vision coverage
• Life Insurance
• Eligibility towards Group Retirement Savings Plan contributions
• Employee Appreciation Events

Position Overview

IEM is currently seeking a Materials Planning Specialist for our Surrey, B.C. The Materials Planning Specialist will play a key role in establishing and refining the material replenishment strategies that support IEM lean production system. This individual will be responsible for designing and implementing material flow processes aligned with principles such as Kanban, PFEP, JIT, and FIFO. This role will also serve as a cross-functional liaison among Production, Supply Chain, and Fabrication to ensure successful adoption and execution of these new systems.

This position offers the opportunity to lead the foundational buildout of lean materials processes and develop broad operational knowledge in a fast-paced manufacturing environment.

Key Responsibilities

Lean Material Replenishment System Development

• Design, pilot, and implement lean material replenishment systems including Kanban, PFEP, JIT, and visual replenishment strategies.
• Develop and maintain point-of-use (POU) inventory solutions to reduce material travel and downtime.

Cross-Functional Process Alignment

• Collaborate closely with Production, Fabrication, Planning, and Warehouse teams to align material delivery processes with work center needs.
• Lead regular reviews and kaizen events to identify gaps and drive standardization.

Kitting, Staging, and Inventory Accuracy

• Work with warehouse and production staff to improve part staging and kitting processes in support of work center schedules.
• Ensure accurate ERP transactions, drive cycle count integrity, and support real-time inventory visibility.

Continuous Improvement and Lean Culture

• Serve as a champion for lean transformation efforts related to materials flow and planning.
• Develop and standardize visual management tools to support tiered daily management.

Training & Change Management

• Train key personnel on lean material systems and practices.
• Document standard work and facilitate knowledge transfer across shifts and departments.

ERP/MRP System Management

• Maintain accurate inventory records, material transactions, and stock levels using ERP and MES systems to ensure production demands are met.

Qualifications & Experience

• Bachelor’s degree in Supply Chain, Operations Management, or equivalent experience. Industrial Engineering is a bonus!
• 3+ years of experience in a manufacturing environment with exposure to materials management, operations planning, or production support.
• Foundational understanding of lean principles such as 5S, value stream mapping, Kanban, and PFEP.
• Experience working with ERP systems (Infor preferred) and material tracking solutions.
• Effective communication and project management skills with an ability to collaborate across multiple departments.
• Demonstrated initiative and drive to improve processes, with a willingness to learn and grow into a larger leadership role.

Job Description

Financial Planning & Investment Specialist

Join Our Team

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Financial Planner to join our growing team!

We're a tight-knit, supportive team—and we’re looking for someone who can work independently but never feels alone.

About the Role

As a Financial Planning & Investment Specialist , you'll guide clients through financial planning, investments, insurance, tax strategies, and long-term goal setting. You’ll have the freedom to work independently, with the support of a full team behind you.

What You’ll Do

Meet with clients to understand their goals and create personalized plans
Recommend investment and insurance solutions that fit their needs
Review and adjust portfolios as needed
Build long-term client relationships based on trust and results
Stay up-to-date with financial trends and opportunities

What We’re Looking For
Mutual Funds and Life Insurance licenses (in good standing)
CFP® designation (or working towards it)
At least 3 years of client-facing financial services experience
Great communication and relationship-building skills
A proactive mindset and a passion for helping others

Why Join Us?

Competitive salary + performance-based bonus
Growth opportunities with clear career path and mentorship

We are looking for a highly organized and results-driven Project Manager to oversee and coordinate projects from initiation to completion. The Project Manager will be responsible for planning, executing, and delivering projects on time, within scope, and within budget while ensuring high-quality outcomes. This role requires excellent leadership, communication, and problem-solving skills.

• Plan, organize, and manage project timelines, budgets, and resources.
• Define project scope, goals, and deliverables in collaboration with stakeholders.
• Lead project teams, assign tasks, and monitor progress.
• Identify and manage project risks, issues, and changes.
• Communicate project updates to stakeholders and senior management.
• Ensure projects meet quality standards and client expectations.
• Prepare and maintain detailed project documentation and reports.

• Bachelor’s degree in Project Management, Business, or a related field (or equivalent experience).
• Proven experience as a Project Manager or in a similar leadership role.
• Strong knowledge of project management tools and methodologies (Agile, Scrum, or Waterfall).
• Excellent organizational and time-management skills.
• Strong communication and leadership abilities.
• Ability to handle multiple projects simultaneously and adapt to changing priorities.
• Entry-level applicants with leadership or coordination experience are welcome to apply.

• Competitive salary and performance-based bonuses.
• Opportunities for career growth and professional development.
• Supportive and collaborative team environment.
• Training and resources to help you succeed in your role.