Paraplanner - Calgary, Canada - CWB Financial Group
Description
AtCWB
, 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._
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.
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 followup
- Verify client tax information from CRA website
- Assemble financial plans for PWAs
- Attend client meetings and prepare meeting summaries
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.
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.
We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others.
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.
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