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

Role Specifications

Everyday Flexibility ▪ Flexible Work Arrangements ▪ Hybrid Work Environment

Location: Toronto Banking Centre

CWB is a bank built for business owners

Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.

Our highly engaged teams operate within a client-centric, collaborative, and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities, united as one.

The opportunity

Proactively develop, manage, retain and grow full-service relationships with high-net worth clients and prospects. This role is a key part of our commercial banking team reporting directly into the AVP & Deputy Manager and works collaboratively with CWB Wealth to develop and execute a united client acquisition and management strategy while maintaining adherence to the banks' risk appetite. Assists in the design, development and delivery of solutions that meet the client’s complex personalized needs. Works collaboratively with all specialized partners within CWBFG to identify opportunities.

Areas of focus

Relationship Building

• Creation, initiation, and execution of a high-level Business Development strategy focused on increasing Personal Banking solutions to high-net-worth business owner clients and prospects

• Manage a client portfolio of over 50MM in assets and lending with CWB Financial Group, as well as responsible for developing and enhancing/expanding existing relationships with high net-worth client

• Responsible for proactive sourcing and management of new business opportunities including identifying opportunities for integration with other CWB (Canadian Western Bank) business Lines, specifically Commercial and Wealth Management

• Cultivates an active network of Centre of Influence (COI) to generate referral business

Business Development

• Ensure regular banking centre activities with the Commercial Relationship Managers, by referrals or joint client meetings, to identify opportunities with clients including a comprehensive suite of personal products and services for the principals of the businesses, their families, and their employees.

• Proactively recognize referral opportunities to CWB Partners, additionally participate in business development activities outside of CWB to generate business and enhance CWB’s image with clients, the industry, and the community.

• Ensure the safety of the Bank’s funds through proper loan portfolio management focusing on loan quality, exposure limits, and security requirements.

Core knowledge requirements

Education

• Diploma/Degree in related field

• Personal Financial Planner (PFP®) or commitment to acquire a PFP designation within [36] months is required

Professional Experience

• Minimum 8+ years banking experience and a comprehensive understanding of all aspects of retail lending.

• Minimum 3+ years experience in providing advice and solutions to ultra and high net-worth clients

• Commercial banking experience is an asset

• Proven experience in business development activities specific to marketing, sales and relationship management

• Former Private Banking experience as an asset

Relevant “can do” experience

• Deep knowledge of all banking products & services for both personal and business clients.

• Strong interpersonal and organizational skills.

• Strong ability to resolve conflict and objection handling skills.

• Ability to communicate effectively using the tools vital, engaging the audience to ensure the message is delivered and understood, crafting a positive first impression with confidence and respect.

• Change Ambassador.

• Natural relationship builder, thoughtful, respectful, and professional.

• Strong attention to detail.

Go further. Ignite your career. Apply now.

Why work with us?

Your success is our obsession! And our benefits back it up.

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 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 community within the CWB family in our employee represented groups. 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. 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 www.CWBcareers.com

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IND-ON

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.