Paraplanner

Job title: Paraplanner

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 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

For additional information, please contact the recruiter for a complete job description.

Our team is highly driven, with an energetic, client-oriented mindset that runs throughout the department. We rely on each other and focus on doing what’s best for our clients above all else. The genuineness of individuals, management and interaction is a culture we pride ourselves on. If you can see yourself part of this dedicated team, we want to hear from you!

The opportunity

As an integral part of the Wealth team, the Paraplanner, based out of Calgary 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. Additionally, the role will act as a liaison between the client, the PWA, Compliance, Operations, and the Custodian.

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 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. 11/24/2023

Click Here to Apply

Source: