Wealth Advisor

At , 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.

Locations:

At , 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 service to clients.

Excellent knowledge of Banking and Wealth Management products and services.

Strong familiarity with financial planning principles, tools and software.

Excellent presentation, communications and interpersonal skills.

Commitment to continuous learning and development in wealth management, financial planning strategies and industry knowledge.

Thrives in a fast-paced environment and excels at balancing multiple client demands and adapting to changing priorities.

Willing to take accountability for results and being open to feedback and continuous learning.

Strong self-starter that can contribute and collaborate with the team.

Proficient with technology and always looking for ways to improve client service by leveraging technology.

Exceptional time management skills.

Working Conditions

Some travel may be required.

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.

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As an equitable employer, CWB Financial Group is committed to providing a safe and 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 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.