Job Description

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 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.

CWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners of Canada.

Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated personal banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in personal banking. Whether it's providing proactive client solutions, stellar service support, consultation sessions or financial advice, we're there every step of the way for our clients to ensure they reach their personal and business dreams. It's this top service that we are known for.

The opportunity

Account Managers, Personal Banking & Investments are our specialists in personal banking, helping our clients understand where their money is going and what it is doing. Things like purchasing a home, investing in retirement, growing their portfolios, or education and legacy planning. This means having the chance to truly steer and grow your own portfolio of business!

The day to day

Relationship building. Financial analysis & guidance. Sales. Process & operations.

Dynamically fluid and purpose driven days that put you in the driver's seat. Building, growing and maintaining profitable, long lasting and genuine relationships with CWB clients.

Proactively identifying and anticipating client needs to uncover opportunities to be essential to their financial success.

Exercising and developing your financial knowledgebase - reading, learning, and actively seeking market data, lending strategies, investment activity and much more.

Using customer insights to drive and guide your prioritization and handling of key relationships, information, and documentation. Developing strategies and scheduling for each account, while focusing on portfolio management, quality, exposure limits and security requirements.

Sharing your expertise of financial products and solutions with clients and your colleagues - supporting their knowledge and participating in team meetings.

Fulsome planning and growth conversations with existing clients, using your experience and expertise to take our clients where they want to go and actively pursuing new clients to provide "white glove" service and advice on a long term basis, referring opportunities to our internal partners.

Spreading positive vibes and collaborating with a team you're proud to be a part of.

Foundational knowledge & experience you will grow with

You've spent at least 8 years in a banking environment with a strong exposure to lending and investing, and a specialization in financial planning advisory services including retirement, estate, education and legacy. You've got your PFP and/or CFP designation, mutual funds licence, and some post-secondary education or equivalent experience. In your work, you have nurtured long term client relationships based on trust and expertise as well as genuine desire to uncover needs and provide lasting benefits.

Skills that will take you further

You are all about people. Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and build real, positive relationships.

You're able to see the bigger picture. Your client centric focus allows you to anticipate client's need to go beyond expectations and drive opportunities to genuinely help others while growing business.

You're a self-starter, independent and accountable. You are results-oriented, eager to learn and have a real curiosity about finances and how people spend and use their money.

You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and optimally in changing conditions. This means balancing the many tasks, demands and challenging priorities that arise in a day with a practiced ease and level head.

You're computer savvy - MS Office Suite, as well as exposure to a lending or banking system, as well as financial planning software.

You are actively working on further education in financial planning and advisory services.

Leadership in a team environment through collaboration and initiative.

Why work with us?

Winners of Canada's Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Place to Work 2022

& Best Workplaces for Mental Wellness in Canada 2022

Values driven people first benefits

At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They're important to CWB too. That's why our benefits take care of your whole life, family included.

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find a community within the CWB family in our employee represented groups. Career development. We invest in our employees' development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset - our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for "in the moment" and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can't work forever! So, we've got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner! Find your "why" at .

Be proud of where you work. Join CWB. 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. 10/3/2022