Cwb Wealth Client Service Specialist Career

4 days ago

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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.
- Everyday flexibility. Flexible work arrangements. Hybrid work environments.

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

We are a leader in the Canadian private wealth 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 Services assets. Our team includes a diverse group of financial experts and industry veterans who strive to achieve strong results for their clients. Growing our clients’ financial future means looking beyond the numbers, offering a human approach, and building relationships that preserve peace of mind for our client families.

Join a team where your purpose is to make a mark, have real impact and help grow the future.
- Client care is everything. Personalized. Meticulous planning. High touch. Shared philosophy.
- We take a fully integrated approach to wealth management, with customized strategies designed to address our clients’ unique goals. Our highly qualified professional teams deliver sophisticated financial planning experiences, complemented by institutional quality investment management. We are proud to serve private wealth clients in both English and French, and to offer specialized investment management and advisory capabilities for institutional clients and Indigenous communities.

In the years ahead, transformation, growth, and continuous improvement will be the cornerstones to our success. We’d love to have you join and contribute to our journey, making it part of your own story of success.

To deliver truly exceptional client care, we are always on the hunt nationally for top talent with wealth management experience at all levels. This includes
_experienced professionals_ looking to pivot and advance, individuals looking to start their career,
_talented people leaders _looking to make a difference, and mature talent looking to share their expertise and add value in new ways. Regardless of where you are at in your career journey, we have a career opportunity with a differentiated employee experience to be part of CWB - the disruptive force building momentum in the Canadian financial services industry.

We’re looking to connect with talented client service specialist professionals for
_current and future_ opportunities at CWB Wealth.
- The opportunity
- Relationship building. Customer service delivery. Client account management.
- The Client Services Specialist will be the primary point of contact for day-to-day client inquiries, and will act as a liaison between the client, the Private Wealth Advisors (PWA), the custodians and the Operations Team.

The ideal applicant will be responsible for encouraging high touch relationships with our clients. Your passion and focus for the client should come from a deep understanding and appreciation for the trust they have placed in us. Our clients’ investments aren't just a collection of numbers on a spreadsheet. They are children’s education, safeguards against the unexpected, years of retirement vacations - these investments are their entire lives and their future.- The ability, passion, and skills to proactively administer and service 100+ high net worth clients.-
- A consistent track record of successfully building relationships with clients-
- Strong interpersonal skills and the ability to work efficiently within a team and ownership culture.-
- Proactive self-starter-
- A proven understanding of the investment industry, and key client service components: documentation, compliance, and trading- The day to day
- Client Support- Collaborate with Private Wealth Advisors to be solution-finding experts through the entire client experience. This includes the initial development, onboarding, and ongoing servicing and maintenance of our relationships.-
- Provide an exceptional client experience through proactive, on-time delivery of information related to requests and needs, including, but not limited to; tax packages, EFTs, cheques, reporting, account information, combined with a focus on building personal relationships.-
- Client focused. You are all about clients and will be the first point of call for client issues.-
- Provide client transaction support activities such as: liaise/coordinate with operations team, ensure system inputs are correct, funds transferred, provide updates to PWA, client, custodians, as per established process determined by type of account.

  • Specialist, Commercial Portfolio Management

    2 days ago

    Port Moody, BC, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doSpecialist, Commercial Portfolio ManagementRoles...

  • Senior Manager, Regional Sales and Support

    1 month ago

    Manitoba, Canada, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doSenior Manager, Regional Sales & Support Location: Ontario, Manitoba...

  • Senior Manager, Regional Sales and Support

    1 month ago

    Manitoba, Canada,, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doSenior Manager, Regional Sales & Support Location: Ontario, Manitoba...

  • Growth Marketing Manager

    1 month ago

    Beaumont, AB, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doGrowth Marketing ManagerRoles SpecificationsLocation | Vancouver, BC....

  • Gestionnaire du marketing de croissance

    1 month ago

    Hampstead, QC, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doChez CWB Groupe financier, nous cherchons à créer de la valeur pour...

  • Commercial Portfolio Management Expert

    1 month ago

    Penhold, AB, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Red Deer Banking CentrePut a new spin on...

  • Banking Customer Service

    3 weeks ago

    Kelowna, BC, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation | Kelowna, BC.Everyday flexibility....

  • Manager Commercial Portfolio Managment

    1 month ago

    Fort Saskatchewan, AB, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Edmonton Main Banking Centre Put a new...

  • Sr Banking Customer Service

    1 month ago

    Sexsmith, AB, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation | Grande PrairieNote: The external title...

  • Personal Banking Officer

    2 days ago

    Coaldale, AB, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doPersonal Banking Officer - Lethbridge, AB.Roles SpecificationsLocation...

  • Senior Credit Analyst

    2 days ago

    Markham, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation | Richmond Hill, ON - CWB Maxium...

  • Wealth Management Coordinator

    3 weeks ago

    Canada Optimize Wealth Management Full time

    Company OverviewOptimize Wealth Management, a premier wealth management company based in Toronto, ON, offers personalized financial solutions and advice to its clients. The company provides a range of services including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core values of Optimize Wealth...

  • Cryptocurrency Trading Operations Specialist

    3 weeks ago

    Canada VirgoCX Wealth Full time

    About VirgoCX WealthVirgoCX Wealth offers a full-service trade desk for high-value transactions, combined with direct market access to cryptocurrencies for optimal price execution. We bridge the gap between traditional financial services and the cryptocurrency markets by allowing our clients to have access to a deep pool of crypto and fiat currencies to fill...

  • Assistant Manager, PPSA Administration

    1 month ago

    Headingley, MB, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doAssistant Manager, PPSA AdministrationRoles SpecificationsLocation |...

  • Sr Banking Support Officer

    1 month ago

    St. Albert, AB, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles Specifications Location: Edmonton, AB Everyday flexibility....

  • Strategic Wealth Consultant

    1 day ago

    Canada Synchronized Agency Inc. Full time

    Unlock Your Earning PotentialWe are seeking a driven and passionate Strategic Wealth Consultant to join our team at Synchronized Agency Inc.About the RoleThis is a 100% self-employed, commission-based opportunity that offers limitless growth potential. As a Strategic Wealth Consultant, you will play a key role in helping clients achieve their financial goals...

  • Financial Advisor

    4 days ago

    Alberta, Canada, Canada Veres Career Consulting Full time

    We at Veres Career Consulting, a specialized recruitment agency, are searching for talented FINANCIAL ADVISORS on behalf of our client, one of Canada's leading wealth management firms.This opportunity is ideal for professionals looking to take the next step in their careers, either as part of a collaborative team or as independent practice owners.Ideal...

  • Financial Advisor

    3 weeks ago

    Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

    Wealth Management Advisor OpportunityGestion de patrimoine Diligence - Patrimoine Manuvie is seeking a highly motivated and entrepreneurial-minded individual to join our team as a Wealth Management Advisor.About the Role:As a Wealth Management Advisor, you will play a key role in meeting with clients to review their portfolios, prospecting targeted clients,...

  • Wealth Manager

    3 days ago

    Canada Capital Markets Advisors LLC Full time

    About the OpportunityWe are seeking a skilled and experienced Wealth Manager to join our team in Canada. As a key member of our Portfolio Management team, you will be responsible for building and maintaining relationships with high net worth and ultra-high net worth clients.Company Overview: Capital Markets Advisors LLC is a boutique staffing and consultancy...

  • In-House Legal Expert

    3 weeks ago

    Canada Q Wealth Partners Full time

    About the Opportunity:We are seeking a skilled In-House Counsel to join our dynamic and rapidly growing partnership of Canadian Portfolio Managers.The successful candidate will provide legal support and guidance to our executive team and various departments, helping to structure commercial agreements and comply with applicable laws and regulations.This is a...