Private Wealth Specialist

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.

Role Specifications

Everyday Flexibility | Hybrid Work Environments

Travel required within Ontario

Office Location: Toronto

It’s a new world, and we’re learning to embrace it People are changing the way they work and connect, so at CWB Wealth Management, we’re changing too. Join a team that lets you impact the future, grow to your fullest potential, be your authentic self, and connect with clients and colleagues in meaningful ways.

Providing peace of mind for all of life.

CWB Wealth Management

is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada, and approximately $8 billion in assets under management, advisement, and administration. 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 dedication to relationship building.

The opportunity

The AVP, Private Wealth Specialist is responsible for achieving strategic business development objectives to build and maintain a high-value portfolio of private wealth clients, with average AUM greater than $500K, in the Ontario market. Using a tailored, client centric approach, the incumbent will work closely with partners to develop the right solutions, including insurance and banking, to broaden relationships. This senior individual contributor role is the face of CWB Wealth Management in the market.

Key results

Relationship Architect. Established Brand Profile.

Business Development & Client- Provide full-service solutions for clients with the view to be every client’s primary financial partner.- Deliver exceptional client experiences at every interaction and complete plans to continuously build the client experience, in line with CWB WM’s brand promise.- Be accountable for investment and financial planning advice, proactive client management, including appropriate/timely monitoring, due diligence and recommendations working together with the Client Portfolio Managers and Senior Planners.- Undertake and drive independent sales activities to achieve AUM and new client objectives.- Responsibility to actively refer to other business partners both within across CWB Financial Group and respond optimally to reciprocal referrals.- Create & manage an independent marketing plan that includes considerable portions of time being devoted to a call program and developing self-generated leads, to achieve targeted business growth.- Use existing, well-established sphere of influence with industry and other external contacts to generate new business opportunities through referrals, as well as a targeting calling program.- Strongly established skills in structuring solutions to meet client needs, bringing to bear internal partnerships and specialists where appropriate.- Effectively use client relationship management tools to support performance management, activity planning and sales processes, including building and maintaining a robust sales pipeline.

Grow Industry & Market Knowledge- Maintain expert knowledge of clients and prospects, market, competition, and economic factors, in conjunction with robust understanding of key market issues and trends.- Identify and respond to changes, establish action plans to address customer issues and priorities; provide ongoing, regular, and clear advice and communication on client solutions as well as the firm’s investment strategies and outlook.- Stand apart to enhance CWB and personal brand profile by being active in the business community, participating in industry & client events.Successful incumbent

The successful incumbent will be an established Private Wealth Specialist who is passionate about working with High Net Worth (HNW) clients to set realistic expectations and goals to achieve long-term relationships & results - you are ambitious & motivated by business development through authentic communication & genuine care. Your reputation of ethical & professional behavior is well established. A strong self-starter that contributes & collaborates effectively with your team. You 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 thrive under pressure. You have superior presentation, communications, and