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.

Role Specifications

Everyday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.

Location: Calgary or Toronto

At CWB Wealth, 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, helping you live your best life.
With roots going back to 1939, our founders pioneered the concept of financial health in Canada through comprehensive financial planning and professional investment management. Their spirit of innovation remains in the proactive, client-focused expertise we bring to families and business owners from coast to coast, in English and French. Our clients are more than just a number. Knowing them by their first names and unique aspirations means our relationships thrive for decades. Being part of CWB Financial Group lets us offer deep and varied resources to meet the complex needs of the high-net-worth sector. As a leading wealth advisor in Canada, we’re entrusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.

The opportunity

As an integral part of the Wealth team, the Paraplanner assists Private Wealth Advisors (PWA) by onboarding new clients and regular client maintenance, preparing documentation for meetings, preparing tax returns and corresponding with CRA on tax issues.

The day to day

Financial Planning/Tax Support:

• Prepare sections of a financial plan

• Prepare meeting agendas

• Input and prepare personal and trust (T1 and T3) tax returns

• Review Notices of Assessment

• Review quarterly instalments

• Review RRSP/TFSA/RESP contribution limits and transactions

• Respond to CRA requests for back up documentation

• Submit tax adjustments and follow-up

• Verify client tax information from CRA website

• Assemble financial plans for PWAs

• Attend client meetings and prepare meeting summaries

Successful incumbent

This role requires a meticulous, process-oriented individual capable of managing tight deadlines. They will possess strong interpersonal and multitasking skills and be able to prioritize client-centric service. Adaptability and a collaborative spirit are also essential, as this role involves working closely with our Private Wealth Advisory team to create tailored financial plans and adapt to industry changes.

The incumbent is known for their passion for building client relationships and delivering concierge, boutique service to clients. They have a strong commitment to continuous learning and being a self-starter who collaborates effectively with the team. They can handle confidential information, adapt to change, and maintain a positive disposition while displaying a high personal integrity and a passion for client service.

What you will bring to this role

• Degree or diploma in finance or related field

• Financial planning designation (CFP) or in the process of obtaining the designation

• CIM, CFA designation an asset

• Canadian Securities (CSC) or in the process of obtaining is an asset.

• Minimum three years related experience.

• T1 Tax season experience (minimum 2 years).

• Proficiency in French (both written and spoken) is considered an asset.
  

Invest in your career with CWB Wealth. Apply today.

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.

Get ready to live your best life with a career at CWB Wealth. Apply today.

#LI-AI1

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.