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Client Portfolio Manager

CWB National Leasing

CWB National Leasing

Edmonton, Alberta, CA.



Business and Financial Operations Occupations

Published on 2022-09-07 14:03

The opportunity


CWB Wealth Management is an organization with an engaged branch network and unique growth opportunity.  We provide discretionary portfolio management as well as a range of financial planning, products, and services. Our clients trust us with their financial futures through a thorough understanding of their needs, a focus on providing appropriate solutions, and a dedication to keeping them informed.  Our team is highly collaborative, and we pride ourselves on doing what is best for our clients above all else.  We are currently in an exciting growth phase and have an exciting path forward with a new digital strategy and brand integration in our future.

Key deliverables

Build relationships. Financial advisement. Client centric execution. United collaboration

  • Build and maintain strong long-term relationships with discretionary high net worth clients and small institutional clients through exceptional service and strong communication that ensures customer retention and leads to customer advocacy.   

  • Continually elevate the CWB Wealth client experience through collaboration and input into Client Service Delivery Model and processes to execute consistently.  

  • Partner with our in-house financial planners, outside experts (legal, accounting, tax) and the clients’ advisors to provide clients with specialized services for tax, estate, and succession planning. 

  • Construct and adjust client Investment Policy as necessary to deliver client investment solutions to align with their specific objectives, time horizon, tax considerations, and risk tolerance.  

  • Provide ongoing, regular, and clear advice and communication regarding client solutions as well as the firm’s investment strategies and outlook.  

  • Actively promote the CWB Wealth brand and investment beliefs regarding long term investment and commitment to quality companies.

  • Achieve individual annual goals and objectives and proactively contribute to CWB Wealth Management business goals through client referrals, CWB Group referrals, networking, and other prospecting.  Actively use defined goals and objectives as guideline to monitor success and identify challenges.   

  • Conduct all business in professional and ethical manner with integrity and commitment to fiduciary duty.  Adhere to regulatory requirements such as “know your client” (KYC) and CWB Wealth specific policies and procedures.

  • Proactively build solid working relationships with the entire CWB FG including Wealth Management affiliate companies.

Successful incumbent

The successful incumbent will be an established Portfolio Manager whose focus is dedicated to building, fostering & sustaining meaningful client relationships. Passionate about working with High Net Worth (HNW) clients to set realistic expectations and goals to achieve long-term relationships & results – you are 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 have superior presentation, communications, and interpersonal skills and a demonstrated passion for exceptional client service. You are deeply committed to continuous learning and development in wealth management strategies and industry knowledge. And you have been looking for the right opportunity. CWB Wealth Management is here, opportunity knocking on your door. Join us. 

Core knowledge requirements

  • CFA or CIM Designation, CFP an asset.

  • Relevant work experience for registration as Portfolio Manager with Alberta Securities Commission.

  • Confident and deep understanding of capital markets, risk, and wealth management products.

  • Expert knowledge in tax, estate, and succession planning.

Demonstrated experience

  • 8 years investment industry experience.

  • 5 years portfolio management experience.

  • Proven experience in business development specific to networking, relationship building and client acquisition.

  • Proven track record of building wealth management relationships with clients, meeting objectives while aligning risk tolerance.

Invest in your career with CWB Wealth Management. Apply today.

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