Wealth Advisor

7 months ago

Edmonton, 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 servi

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