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

Operations Analyst

Role Specifications

CWB Wealth
With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. Being part of CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada.

We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.

The opportunity

The Operations Analyst is primarily responsible for the day to day maintenance and the accuracy of client accounts for trading within the portfolio management systems & client reporting.

The day-to-day

FINANCIAL PILLAR

• Execution of operational activities to ensure that necessary internal control structures and oversight are in place for data integrity.

• Under the guidance of the Operations Manager, implement reconciliations as an operational control of processes, audit requirements and data integrity.

• Execute on data, error, troubleshooting investigations through to resolution. Ensure that solutions that are put in place to mitigate future occurrences are executed on.

• Primary operational contact for PM’s, CSM’s and Trading teams

CLIENT PILLAR

• Collaborate with the PM’s & Client Service Managers to ensure client data issues are identified and addressed in a timely manner.

• Under the guidance of the Operations Manager, testing data throughout vendor system changes, and ensure the client impact is fully documented.

• Create and keep standard operating procedures up to date

• Collaborate with the PM’s & Client Service Managers to ensure we are addressing client data concerns

• Generate store quarterly client reports, CRM2 and yearend tax packages (quarterly & annually)

SUPPORT PILLAR

• Under the guidance of the Operations Manager, undertake the updating of procedures and the development of new ones for optimal client experience from a data access and accuracy standpoint.

• support projects as directed by the operations manager

• Deliver on expertise as backup to several different operational roles.

• Troubleshoot, data output and reporting deficiencies and errors.

• Be a super user for all applications to be able to provide training and support to new and current operations team members.

PEOPLE PILLAR

• Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings

• Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment

• Accept responsibility and accountability for actions and results

• Make decisions guided by common sense and sound business judgement

• Systems expert in the Portfolio Management system to provide resource for all teams in this area.

• Procedures Manuals – update all Operations manuals, giving all a consistent look and feel. Also serves as verification that procedures are complete.

• Data support for various internal and external audits – provide data necessary to teams for management reporting, finance and external investment surveys

The successful incumbent

Education

• Post Secondary degree in accounting/finance/business/commerce or equivalent

• Canadian Securities Course completion or equivalent would be an asset

Professional Experience

• 3- 5 years experience in wealth management or the investment industry required

Personal Competencies

• Ability to prioritize, work well under pressure and manage demanding workloads and deadlines

• Ability to deal with confidential documentation

• Ability to work collaboratively in a team environment

• Detail Oriented

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

Wellness matters . We offer an award-winning benefits package that includes:

• Hybrid work environments

• Everyday flexibility

• Generous company-funded health coverage

• Health care spending account

• A flexible wellness program

• generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

• Organization wide coaching services

• Mentorship

• Education support & training programs

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 community within the CWB family in our employee represented groups.

Invest in your career with CWB Wealth. Learn more about us & apply today.

We take a fully integrated approach to wealth management, with customized strategies designed to address our clients’ unique goals. Our highly qualified professional teams deliver sophisticated financial planning experiences, complemented by institutional quality investment management. Along with our affiliate brands*, we are proud to serve private wealth clients in both English and French, and to offer specialized investment management and advisory capabilities for institutional clients and Indigenous communities.

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As 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:

* Position closes at 12:01am on the close date identified below.