Current jobs related to Wealth Advisor - Edmonton, Alberta - CWB Financial Group

  • Private Wealth Management Professional

    3 weeks ago

    Edmonton, Alberta, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Private Wealth Management Associate to join our team at IG Wealth Management. As a key member of our advisory team, you will have the opportunity to work with high net worth clients and grow your client base in a collaborative and entrepreneurial environment.Key ResponsibilitiesClient...

  • Wealth Management Advisor

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Join Scotiabank as a Wealth Management AdvisorBecome part of a mission-driven team committed to achieving outstanding results in a supportive and high-achieving atmosphere. As a Wealth Management Advisor, your primary objective will be to develop and enhance client relationships within the affluent market, offering exceptional guidance and service to assist...

  • Client Development Financial Services Executive

    2 weeks ago

    Edmonton, Alberta, Canada Aviso Wealth Full time

    About the OpportunityWe are seeking a highly skilled and experienced Financial Services Sales Leader to join our team at Aviso Wealth. As a leading wealth management and investment services provider, we are committed to delivering exceptional results and building long-term relationships with our clients.The successful candidate will be responsible for...

  • Client Development Financial Services Executive

    2 weeks ago

    Edmonton, Alberta, Canada Aviso Wealth Full time

    About the OpportunityWe are seeking a highly skilled and experienced Financial Services Sales Leader to join our team at Aviso Wealth. As a leading wealth management and investment services provider, we are committed to delivering exceptional results and building long-term relationships with our clients.The successful candidate will be responsible for...

  • Wealth Management Professional

    1 week ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Unlock Your Potential as a Wealth AdvisorAt Investment Planning Counsel, we're committed to helping you build a better business through a remarkable client experience. With over 40 branches across Canada, we're one of the fastest growing independent wealth management companies in the country.About the RoleAs a Wealth Advisor, you'll have the opportunity to...

  • Wealth Management Professional

    1 week ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Unlock Your Potential as a Wealth AdvisorAt Investment Planning Counsel, we're committed to helping you build a better business through a remarkable client experience. With over 40 branches across Canada, we're one of the fastest growing independent wealth management companies in the country.About the RoleAs a Wealth Advisor, you'll have the opportunity to...

  • Wealth Management Professional

    1 week ago

    Edmonton, Alberta, Canada CC&L Private Capital Full time

    {"title": "Wealth Advisor Opportunity", "content": "Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business...

  • Wealth Management Professional

    1 week ago

    Edmonton, Alberta, Canada CC&L Private Capital Full time

    {"title": "Wealth Advisor Opportunity", "content": "Unlock Your Potential as a Wealth AdvisorAt CC&L Private Capital, we're seeking a seasoned sales professional with a strong industry background to join our team as a Wealth Advisor. This is an exceptional opportunity to leverage your existing network and establish a practice with our firm, pursuing business...

  • Senior Vice President of Sales, NEI Investments

    1 month ago

    Edmonton, Alberta, Canada Aviso Wealth Full time

    About Aviso Wealth:Aviso Wealth is dedicated to enhancing the financial well-being of Canadians. As a premier wealth management organization, we emphasize leadership, innovation, collaboration, accountability, and community. Our dynamic 'oneaviso' culture and talented professionals are what truly set us apart.Position Overview:We are seeking a Senior Vice...

  • Senior Vice President of Sales, NEI Investments

    1 month ago

    Edmonton, Alberta, Canada Aviso Wealth Full time

    About Aviso Wealth:Aviso Wealth is committed to enhancing the financial health of Canadians. As a prominent player in the wealth management sector, we prioritize leadership, innovation, collaboration, accountability, and community engagement. Our dynamic culture, driven by talented professionals, distinguishes us in the industry. If you seek a rewarding and...

  • Investment Advisor

    3 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company. Our comprehensive training and support will enable you to develop your skills and expertise in wealth management, investment...

  • Investment Advisor

    2 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career with our company. Our comprehensive training and support will enable you to develop your skills and expertise in wealth management, investment...

  • Financial Wealth Consultant

    1 month ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Wealth AdvisorAre you a seasoned expert in the financial advisory sector seeking a workplace that prioritizes a balanced lifestyle and client satisfaction? At Investment Planning Counsel (IPC), a prominent independent wealth management firm in Canada, we are committed to empowering advisors to thrive while delivering holistic financial planning services to...

  • Financial Wealth Consultant

    1 month ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Wealth AdvisorAre you a seasoned expert in the financial advisory sector seeking a workplace that prioritizes a balanced lifestyle and client fulfillment? At Investment Planning Counsel (IPC), a prominent independent wealth management firm in Canada, we are committed to empowering advisors to thrive while delivering holistic financial planning to our...

  • Financial Wealth Consultant

    1 month ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Wealth AdvisorAre you a seasoned expert in the financial services sector seeking an organization that prioritizes a balanced work environment and exceptional client care? At Investment Planning Counsel (IPC), a prominent independent wealth management firm in Canada, we are committed to empowering advisors to thrive while delivering comprehensive financial...

  • Wealth Coordinator

    3 weeks ago

    Edmonton, Alberta, Canada BDO Full time

    About BDOBDO is a leading professional services firm that provides exceptional service to our clients. Our professionals are dedicated to helping clients achieve their goals through expert advice and insight.Your OpportunityWe are seeking a highly motivated and organized Wealth Coordinator to join our team. As a Wealth Coordinator, you will play a key role...

  • Wealth Coordinator

    2 weeks ago

    Edmonton, Alberta, Canada BDO Full time

    About BDOBDO is a leading professional services firm that provides exceptional service to our clients. Our professionals are dedicated to helping clients achieve their goals through expert advice and insight.Your OpportunityWe are seeking a highly motivated and organized Wealth Coordinator to join our team. As a Wealth Coordinator, you will play a key role...

  • Senior Financial Services Executive

    2 days ago

    Edmonton, Alberta, Canada Aviso Wealth Full time

    Job Title: Senior Financial Services ExecutiveWe are seeking a highly skilled and experienced Senior Financial Services Executive to join our team at Aviso Wealth. As a leading wealth management and investment services provider, we are committed to delivering exceptional results for our clients and partners.The successful candidate will be responsible for...

  • Senior Financial Services Executive

    2 days ago

    Edmonton, Alberta, Canada Aviso Wealth Full time

    Job Title: Senior Financial Services ExecutiveWe are seeking a highly skilled and experienced Senior Financial Services Executive to join our team at Aviso Wealth. As a leading wealth management and investment services provider, we are committed to delivering exceptional results for our clients and partners.The successful candidate will be responsible for...

  • Senior Vice President of Sales, NEI Investments

    1 month ago

    Edmonton, Alberta, Canada Aviso Wealth Full time

    About Aviso Wealth:Aviso Wealth is dedicated to enhancing the financial health of Canadians. As a prominent player in the wealth management sector, we emphasize leadership, innovation, collaboration, accountability, and community engagement. Our vibrant 'oneaviso' culture, supported by a team of skilled and enthusiastic professionals, distinguishes us in the...

Wealth Advisor

3 months ago

Edmonton, Alberta, Canada CWB Financial Group Full time
At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors

We do this by:
Putting people first and building relationships with intention

Seeking out and embracing new ideas

Believing that how we do things is as important as what we do

Wealth Advisor

Role Specifications

Everyday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.

For additional information, please contact the recruiter for a complete job description.

Locations:
Calgary

Edmonton


At CWB Wealth, we strive to bring value to the lives of the people who choose us every day: our employees, our clients, and our investors.

The ethics that guide and hold us to that mission are:

Put people first and build relationships with intention

Seek and embrace new ideas, knowing that better is always possible

Believe that how we do things is as important as what we do

Harness the power of inclusion through a culture that recognizes who we are and how we show up – as individuals and as a team

CWB Wealth Management. Providing peace of mind for all of life

CWB Wealth Management is a leader in the Canadian wealth management industry, with more than 200 wealth professionals across Canada.

We hold over $8 billion in assets under management and administration and provide advisory services on over $2 billion of Indigenous assets under advisement.

Our team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients.

Growing our clients' financial future requires looking beyond the numbers, offering a human approach, and a commitment to relationship building.

The opportunity


The Wealth Advisor will provide investment and financial planning services to new and existing CWB clients with assets under $500,000.

Delivering on CWB's brand promise, the successful incumbent will provide proactive client solutions, exceptional service support & financial advice to ensure clients reach their individual goals & objectives.


The Wealth Advisor has a focus on developing and nurturing client relationships, and partnerships within CWB, to grow assets under management.

Accountabilities

Client Experience


Deliver on CWBX through proactive service, personalized advice, specialized expertise & knowledge, and united relationships across CWB for full-service products & advice.


Engage with clients in the discovery process to identify and analyze client needs using financial planning principles; develop appropriate action plans and product solutions.

Use client insights to drive and guide prioritization and handling of key relationships, information, and documentation. Developing strategies and scheduling for each client relationship.


Construct and when necessary, adjust client investment solutions to align with their objectives and risk profile, through regular proactive client contact and KYC reviews.

Develop proficiency with investment and financial planning tools/software to support client discussions.

Develop strong partnerships across CWB, in particular CWB Banking Centres, to facilitate expanded relationships with existing and new clients.

Refer to the Private Wealth Specialists where assets or complexity of financial planning needs requires additional expertise and support.

Business Development

Achieve individual business growth goals including net new asset and referral targets.

Develop a strategic business plan to support annual goals and objectives of seeking prospects and building existing client relationships.

Actively use the plan to monitor success and identify challenges; seek support and guidance leadership on specific activities and strategies.

Pursue client opportunities, identify and execute on business development activities.

Practice Management


Implement programs and procedures to ensure administration is functioning effectively and complies with applicable policies and regulatory requirements in all areas.

Utilize programs for client relationship management and maintain data integrity for reporting requirements.

Maintain strong knowledge and a robust understanding of key trends & product solutions within the investment & banking industry.

Actively pursue learning opportunities and fulfil continuing education requirements for registration and designation purposes.

The successful incumbent

Education & Experience

Post-secondary or equivalent experience.

Mutual Funds License (CSC), or IFIC Certification with actively working towards CSC completion.

Suitable investment advisory designation, or substantial progress toward same (e.g., CFA, CIM, CFP, QAFP, PFP).

Minimum 7 years progressive investment/financial planning experience.

Proven experience in business development and relationship management, through in-person and digital channels.

Personal Competencies

Strong passion for building client relationships and delivering concierge, boutique service to clients.

Excellent knowledge of Banking and Wealth Management products and services.

Strong familiarity with financial planning principles, tools and software.

Excellent presentation, communications and interpersonal skills.

Commitment to continuous learning and development in wealth management, financial planning strategies and industry knowledge.

Thrives in a fast-paced environment and excels at balancing multiple client demands and adapting to changing priorities.

Willing to take accountability for results and being open to feedback and continuous learning.

Strong self-starter that can contribute and collaborate with the team.

Proficient with technology and always looking for ways to improve client service by leveraging technology.

Exceptional time management skills.

Working Conditions

Some travel may be required.

Why work with us?
Values-driven, people-first benefits

Wellness matters.

We offer an award-winning benefits package that includes a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a flexible wellness program & generous time-away options to unplug, rest & recover.

Pride in our people. We believe people are our best asset. Bring your whole self to work in an inclusive space where your perspective matters.

Find a community within the CWB family in our Employee Represented Groups (ERGs) and develop your professional goals through our organization-wide coaching services.

Giving as we grow. We support our people and the communities they live in. Peer-to-peer recognition programs for day-to-day wins and milestones encourage a healthy spirit of professional growth. Other financial rewards include competitive base salary and pay-for-performance incentives, RRSP matching, and company ownership.


We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others.

And under our ESG and sustainability-focused business model, you can feel proud of where you invest your talents. Find your growth opportunity at

Get ready to live your best life with a career at CWB Wealth. Apply today.

IND-EH

LI-EH1


As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives.

You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

  • Position closes at 12:01am on the close date identified below.
06/10/2024% % %%sales%%