Calvin Young Email and Phone Number
TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank./*********/Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer
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Associate Planner At Td Wealth Financial PlanningTdToronto, On, Ca -
Associate Planner At Td Wealth Financial PlanningTd Mar 2024 - PresentNorth York, Ontario, Canada -
Senior Personal AdvisorTd Nov 2021 - Jul 2024Toronto, Ontario, Canada- Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions- By asking thoughtful financial questions, engaging with customers, and create positive experiences to retain and deepen relationships- Increase customer financial confidence by providing personalized financial advice, answering customer questions, addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals -
Bilingual Customer Service RepresentativeTd Mar 2020 - Nov 2021Toronto, Ontario, Canada -
Category Specialist (Global Procurement)Dfs Group Limited Aug 2019 - Sep 2019Hong KongCommunicate and coordinate all activities necessary for the implementation of global, divisional and localized contracts.Manage local sourcing activities with vendor qualification, product evaluation, and testingPrepare and execute RFQs/RFPsAnalyze proposals and make recommendations to Senior Management.Manage local suppliers and incorporate the resources of vendors to drive standardsConduct Spend data analysis to identify opportunities for cost improvement and value delivery. -
Demand Planning AssistantDfs Group Limited Mar 2019 - Jul 2019Hong KongProduce standardized reports for internal Partners as a solution to improve effectiveness and efficiency.Review forecast exceptions (stock-out, forecast error, missing forecast, history cleansing, etc) on an SKU-location level and adjust item forecasts accordinglyManage the event building process and ensure full completion of event detail entries to generate forecast upliftsCoordinate with Merchant and Planning Teams on event creation with respect to promotional mechanics, timing, uplift expectation, SKUs, and locations involved Knowledge TransferProactively maintain and improve the Forecasting tool. -
Retail & Operations Manager AssistantLegend Force Co. Aug 2017 - Feb 2019Hong KongExecute multi-channel marketing strategies to increase brand awareness and support business development, develop business development plan and strategic marketing plan for occasional promotion.Directly communicate with brands' headquarters (Taiwan and Japan) on the promotions coordination work; manage the advertisements for various brands and products, and liaise with various well-known distributors, e.g. SOGO, YATA, Wing on Department Store, etc.Maintain and update official Facebook by creating attractive content and support venue pitching for product sales campaigns and act as the key contact point between office and distributors (retail shops) for coordination of operational activities
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Senior Sales (Part Time)Legend Force Co. Aug 2011 - Jul 2017Hong KongResponsible full sales cycle, professionally provide advices and knowledge of suitcases and other travel related products; assess type of customers, answer all doubts of customer and apply best suitable product for themBuild solid client relationships and provide value-added service if need, and Maximize customer retention by providing excellent customer services
Calvin Young Education Details
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The Hang Seng University Of Hong KongSecond Upper Honours, Cgpa: 3.46 / 4.0 -
The Hang Seng University Of Hong KongFirst Class Honours, Cgpa: 3.19 / 4.00
Frequently Asked Questions about Calvin Young
What company does Calvin Young work for?
Calvin Young works for Td
What is Calvin Young's role at the current company?
Calvin Young's current role is Associate Planner at TD Wealth Financial Planning.
What schools did Calvin Young attend?
Calvin Young attended The Hang Seng University Of Hong Kong, The Hang Seng University Of Hong Kong.
Not the Calvin Young you were looking for?
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Calvin Young
Senior Business Analyst With Over 15 Years Of Experience In The Financial Services IndustryMarkham, On -
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Calvin Young
Ottawa, On -
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