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Private Wealth Associate
3 weeks ago
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
Private Wealth Associate
Location: Toronto, ON
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 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 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
We are seeking a Private Wealth Associate to join our Toronto CWB Team. This is a great opportunity if a career in Wealth Management is right for you. This opportunity is well suited for individuals who are seeking to become registered in the future as an Associate Advising Representative. and provide support to our Private Wealth Advisor and Portfolio Management Teams who look after the investment and financial planning needs for a diverse base of high-net-worth clients.
The day-to-day- Collaborate with client facing team of portfolio managers and financial planners in supporting client relationships.- Responsibilities include:
- Support in assessing clients’ investment objectives and risk profiles to design and create appropriate investment strategies. Support in the review of client portfolios on a regular basis.- Support on the financial planning needs of clients.- Preparation of meeting material for client meetings- Responding to client requests, including assistance in account rebalancing and trading- Preparation of proposals for prospective clients.- Partnering with our in-house Wealth Advisory Services team, outside experts (legal, accounting, tax) and the clients’ advisors to identify the best wealth management strategy to meet clients’ needs- Complete training requirements in a timely manner- Act with integrity and conduct business in a way that is consistent with our corporate values- Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings.- Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel.- Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment.- Accept responsibility and accountability for actions and results.
The successful incumbent
The Private Wealth Associate will be able to earn the confidence and trust of high net worth clients and business owners when providing wealth management support and service.
- Core knowledge requirements_- Bachelor’s Degree in Business Administration, Accounting, Economics, Finance or equivalent.- Having or pursuing the CIM or CFA portfolio management designations.- Having or pursuing the F.Pl. Financial Planning designation.
- Demonstrated experience_- Relevant investment management and financial planning experience would be an asset.- Reputation for integrity, values and fair dealing.- Demonstrated passion for client service.- Superior presentation, communications, and interpersonal skills.- Proficient with Excel, Word, and PowerPoint.- Good understanding of capital markets, risk and wealth management products.- Strong self-starter that can contribute and collaborate with the team.- Commitment to continuous learning and development in wealth management strategies and industry knowledge.
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 th
