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CWB Financial Group: Financial Advisor, Retail Banking

CWB Financial Group

This is a Contract position in Montreal, QC posted July 14, 2021.

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.

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.

The opportunity:Personal Banker’s are our specialists in retail banking, helping our clients understand where their money is going and what it is doing.

Things like purchasing a home, investing in retirement, or helping their children go to post secondary school.

This means having the chance to truly steer and grow your own portfolio of business.

The day to dayManaging and growing an existing book of personal banking, lending & depositsDiscovering the financial goals of your clients by asking the right questions and getting to know them as people, not numbersMaking sound investment recommendations to your clients based on their investor profile and your sound market knowledgeMeeting the unique personal lending needs of Canada’s small-medium sized business owners and their key employees.

The ability to read corporate financial statements and tax returns is an assetPresenting the CWB personal banking package to key prospects/clients as part of a holistic team of Commercial, Personal & Wealth banking colleaguesPrioritizing your days with the purpose of growing and maintaining profitable, long lasting, and genuine relationships with CWB clientsCreating and working through a business plan to proactively uncover client needsDeveloping relationships with your internal business partners and taking a team approach to delivering best in class service and products to our clientsExercising and developing your financial knowledgebase – reading, learning and actively seeking market data, lending strategies, investment activity and much moreSpreading positive vibes and contributing to a team environment you’re proud to be a part of Foundational knowledge & experience you will grow with4 years experience in a banking environment with a strong exposure to lending and investing.

You’ve got some post-secondary education or equivalent experience.

Additional investing or planning accreditation is definitely an asset, but we won’t undervalue your real-life experience.

Skills that will take you furtherYou are all about people.

Be it your clients or your colleagues – you like communicating and connecting with others to provide solutions and build real, lasting relationshipsYou’re able to see the bigger picture.

Your client focus allows you to anticipate client’s need to go beyond expectations and drive opportunities to genuinely help others while growing businessYou’re a self-starter, independent and accountable.

You are results-oriented, eager to learn and have a real interest in finances and how people spend and use their moneyYou 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 headYou’re computer savvy – MS Office Suite, as well as exposure to a lending or banking system Why work with us?

Winner of Canada’s Most Admired Corporate Culture 2020Your voice matters.

Help us shape our voice around important social & cultural matters.The opportunity to make a difference .

Build a team.

Make an impact.

Put your mark on the CWB landscape.Flexible work arrangements .

Make work make sense for you.

Remote work.

Relocation.Physical health and mental fitness are priorities .

Generous time away to practice self-care and family-care with 100% company paid benefit & support programs.Community giving.

Drive economic prosperity in your community.

Get involved.

Volunteer.

Fundraise.

All with CWB support.Bring your whole self to work.

Inclusion is a journey requiring practice & experience that resultsin a powerful outcome.Innovation.

Learn.

Grow.

Enhance.

At CWB we play to win.

When we fail, we fail forward.Connection.

Join, participate, lead an employee regulated group (ERG).

Find a community within the CWB family.Organization wide coaching services .

Strategic career design is something we work hard to deliver for all employees.Recognition.

Peer to peer recognition program.

Both “in the moment” and monumentalFinancial rewards .

Yup We pay you too.

Base plus performance incentives.

In fact, this role has incentives on top of incentivesRetirement investment strategy.

You can’t work forever, so we have a RRSP contribution & matching program with financial advisors at the ready to help you make the most of your wealth.Company ownership.

The knowledge and opportunity to impact the bottom line and be rewarded for it every day, with our employee share purchase plan.Great Places To Work.

CWB recognized as one of 50 Best Workplaces in Canada Take your career further.

Discover CWB.

Apply today.

LI-ABDiscoverCWBAs an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment 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 accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:P osition closes at 12:01am on the close date identified below.