Portfolio Manager, Wealth

5 hours ago

Toronto ON Canada CWB 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
Location: Toronto, ON

The opportunity

CWB Wealth Management is an organization with an engaged branch network and unique growth opportunity. We provide discretionary portfolio management as well as a range of financial planning, products, and services. Our clients trust us with their financial futures as we thoroughly understand their needs, focus on providing appropriate solutions, and remain dedicated to keeping them informed. Our team is highly collaborative, and we pride ourselves on doing what is best for our clients above all else. We are currently in a growth phase and have an exciting path forward with a new digital strategy and brand integration.

The day-to-day

Build relationships. Financial advisement. Client centric execution. United collaboration.
  • Build and maintain strong long-term relationships with discretionary high net worth clients and small institutional clients through exceptional service and strong communication that ensures customer retention and leads to customer advocacy.
  • Support Private Wealth Advisors in meeting and serving the needs of their investment clients.
  • Continually elevate the CWB Wealth client experience through collaboration and input into Client Service Delivery Model and processes to execute consistently.
  • Responsible for trading client portfolios - includes funding new accounts, raising cash for withdrawals, investing cash additions and rebalancing portfolios where required.
  • Partner with our in-house financial planners, outside experts (legal, accounting, tax) and provide clients with specialized services for tax, estate, and succession planning.
  • Preparation and review of proposals for prospective clients
  • Ensuring that Know Your Client (KYC) requirements are up to date.
  • Staying current on portfolio management solutions including 3rd party managers
  • Construct and adjust client Investment Policy as necessary to deliver client investment solutions to align with their specific objectives, time horizon, tax considerations, and risk tolerance.
  • Provide ongoing, regular, and clear advice and communication regarding client solutions as well as the firm's investment strategies and outlook.
  • Actively promote the CWB Wealth brand and investment beliefs regarding long term investment and commitment to quality companies.
  • Proactively contribute to CWB Wealth Management business goals through client referrals, CWB Group referrals, networking, and other prospecting.
  • Conduct all business in professional and ethical manner with integrity and commitment to fiduciary duty. Adhere to regulatory requirements such as know your client (KYC) and CWB Wealth specific policies and procedures.
Successful incumbent

You are an established Portfolio Manager whose focus is dedicated to building, fostering & sustaining meaningful client relationships. Passionate about working with High Net Worth (HNW) clients to set realistic expectations and goals, you are motivated by business development through authentic communication & genuine care. Your reputation of ethical & professional behavior is well established. You have a strong self-starter that contributes & collaborates effectively with your team. You also demonstrate a high level of emotional intelligence, experience, and confidence to manage wealth clients through the entire market cycle, investing appropriately for client objectives & risk tolerance. You have superior presentation, communications, and interpersonal skills and a demonstrated passion for exceptional client service. You are deeply committed to continuous learning and development in wealth management and financial planning strategies and industry knowledge. The incumbent will have the opportunity over time to transition into the Private Wealth Advisor role and look after their own clients.

Core knowledge requirements
  • CFA or CIM Designation required, F.Pl. designation strongly preferred
  • Relevant work experience for registration as a:
    • Portfolio Manager with the OSC (Ontario Securities Commission)
    • Financial Planner with the IFP (Institute of Financial Planning)
  • Confident and deep understanding of capital markets, risk, and wealth management products.
  • Knowledge in tax, estate, and succession planning is an asset
Demonstrated experience
  • 8 years investment industry experience, including 5 years portfolio management experience.
  • Proven experience in business development specific to networking, relationship building and client acquisition.
  • Proven track record of building wealth management relationships with clients, meeting objectives while aligning risk tolerance.
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 cwbcareers.com.
Get ready to live your best life with a career at CWB Wealth. Apply today.

#LI-AI1

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.
11/27/2024

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