Calvin Young

Calvin Young Email and Phone Number

Associate Planner at TD Wealth Financial Planning @ TD
Toronto, ON, CA
Calvin Young's Location
North York, Ontario, Canada, Canada
About Calvin Young

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

Calvin Young's Current Company Details
TD
Associate Planner at TD Wealth Financial Planning
Toronto, ON, CA
Employees:
1
Calvin Young Work Experience Details
  • Td
    Associate Planner At Td Wealth Financial Planning
    Td
    Toronto, On, Ca
  • Td
    Associate Planner At Td Wealth Financial Planning
    Td Mar 2024 - Present
    North York, Ontario, Canada
  • Td
    Senior Personal Advisor
    Td Nov 2021 - Jul 2024
    Toronto, 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
  • Td
    Bilingual Customer Service Representative
    Td Mar 2020 - Nov 2021
    Toronto, Ontario, Canada
  • Dfs Group Limited
    Category Specialist (Global Procurement)
    Dfs Group Limited Aug 2019 - Sep 2019
    Hong Kong
    Communicate 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.
  • Dfs Group Limited
    Demand Planning Assistant
    Dfs Group Limited Mar 2019 - Jul 2019
    Hong Kong
    Produce 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.
  • Legend Force Co.
    Retail & Operations Manager Assistant
    Legend Force Co. Aug 2017 - Feb 2019
    Hong Kong
    Execute 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
  • Legend Force Co.
    Senior Sales (Part Time)
    Legend Force Co. Aug 2011 - Jul 2017
    Hong Kong
    Responsible 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

  • The Hang Seng University Of Hong Kong
    The Hang Seng University Of Hong Kong
    Second Upper Honours, Cgpa: 3.46 / 4.0
  • The Hang Seng University Of Hong Kong
    The Hang Seng University Of Hong Kong
    First 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.

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