Canadian Western Bank
Job title:
Operations Analyst
Company
Canadian Western Bank
Job description
At , 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole specificationsFlexible Location: Edmonton, AB | Calgary, AB | Toronto, ON.Everyday Flexibility ▪ Onsite Requirements ▪ Hybrid Work EnvironmentCWB 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 opportunityThe Operations Analyst is a is primarily responsible for the day-to-day maintenance and the accuracy of client accounts for trading within the portfolio management systems & client reporting.Key deliverablesOperations. Data management. Collaboration Optimization.Primary operational contact for teams directly servicing & supporting clients.Execute operational activities ensuring internal control structures and oversight are in place for data integrity.Implement reconciliations as an operational control of processes, audit requirements and data integrity.Action data, error, and troubleshooting investigations through to resolution. Ensure that solutions that are put in place to mitigate future occurrences are executed on.Collaborate to ensure client data issues are identified and addressed in a timely manner.Test 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 concernsGenerate store quarterly client reports, year end tax packages (quarterly & annually) and additional reports upon request.Update procedures and develop new ones for optimal client experience from a data access and accuracy standpoint.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.Support with various projects to ensure overall success of operations.Successful incumbentClient centric focus. Support the delivery of outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.Data skilled & analytically savvy. Demonstrated comfort with the effective & efficient optimization of data & relationships while practicing proactive data management in a highly focused environment.Collaborative. Demonstrated ability to build and maintain effective relationships to accomplish both individual and team goals aligned with the strategic direction of CWB.Optimizer. Commitment to working within and contributing to continuous improvement of defined processes & service delivery.Organizer & time management expert. You have the knack to effectively manage several priorities simultaneously in a high volume, fast paced, team-oriented environment with a keen eye for accurate details.Problem solving. You approach work with a sense of wonder, learning how to adapt and solve problems utilizing your analytical and reasoning skills – making sound decisions, relying on your confidence to assess complex scenarios.A true #tealmate. Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code: OneCWB Growing Together.Core knowledge requirementsPost Secondary degree in accounting, finance or business – equivalent experience considered.Canadian Securities Course completion or equivalent would be an asset.Demonstrated experienceThree plus years experience in wealth management or the investment industry.Invest in your career with CWB Wealth Management. Apply today.Why work with us?Values-driven, people-first benefitsWellness 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. Find your growth opportunity at cwbcareers.com.Invest in your career with CWB Wealth Management. Apply today.#LI-AI1As an equitable employer, CWB Financial Group is committed to providing a safe and 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 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.
Expected salary
Location
Toronto, ON
Job date
Sat, 19 Oct 2024 04:48:25 GMT
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