Senior Broker Support Officer

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.

CWB is on a mission to become thebest full-servicebank for business owners in Canada.

The opportunity

The Senior Broker Support Officer provides support to the Broker Support team to assist with the ongoing delivery of high-quality services to our Broker Network. Responsible for resolving complex Broker Network (client) requests and the administering and processing of related transactions fostering an unrivalled client experience in alignment with CWB’s brand promise. The Sr. Broker Support Officer will also provide direct support in performing due diligence for more complex transactions and escalations as required.

Key deliverables

Processing, reviewing, and authorizing.

Process, review, verify & authorize GL reconciliations, CAFT payments processed, nominee estates, re-registrations, and redemptions. As a more senior member, provide second-line peer review on workflow and transactions of Broker Support Officers. Complete assigned tasks within SLA targets while minimizing risk by adhering to all policies, procedures and regulatory requirements and maintaining appropriate documentation & data integrity. Actively participate as a subject matter expert and contributor in initiatives and projects inclusive to Broker Support and Centralized Operations.

Problem solving

Whether independently or in a team, proactively problem solve, solution, make recommendations and if required, decisions to resolve complex requests, outstanding issues, or escalated concerns. Deploy this strategic thinking to identify procedural enhancements and best practices at every opportunity utilizing a client-centric approach.

Coaching & training.

As a more senior member on the team, provide support and training to Broker Support Officers with hands-on training, broker transactions, and implementation and use of technical tools. Identifying opportunities to coach and provide feedback with intention. Provide input to manager regarding employee performance to assist with team engagement, developmental coaching conversations, and performance reviews as required.

Successful incumbent

Professional competencies

Client focused:Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.

Player & coach:The two are synonymous. You have a proven ability to influence those in your sphere positively and diffuse situations with ease. You are engaged and present for every coaching opportunity

Quick to learn.Capable of understanding new information at a rapid pace. Intake, process, analyze, conclude & retain key information to enhance performance.

Confident & assertive.Sound in your knowledge, you deliver communication & convey messaging with professionalism, tact, & diplomacy.

Compliance focused.You are risk aware and knowledgeable of Banking policy and procedures in relations to the Broker Network.

Team player.You work well with colleagues while striving to meet personal goals.

Technically proficient.You are proficient with technology and are adapt at learning new software as needed.

Core knowledge requirements

• Post secondary education in Business, Finance, Business Administration, or related field would be an asset! At a minimum, you must have a growth mindset, an openness to learning, and can demonstrate your capacity to do so.
  
  

Demonstrated experience

• Two years of experience, preferably in operations within banking or a centralized support centre – other financial experience would be considered an asset.

• Working knowledge of basic accounting principals such as debits / credits and reconciliations is required.

• Intermediate skills and experience with Microsoft Office applications, specifically Word, Excel and Teams

Change your career trajectory with CWB. Apply today.

Why work with us?

Winners of Canada’s Most Admired Corporate Culture 2020

& recognized as one of 50 Best Workplaces in Canada by Great Places to Work

Your voice matters.Help us shape our voice around important social & cultural matters.

The opportunity to make a difference. Build a team. Make an impact. Put your mark on the CWB landscape.

Physical health and mental fitnessarepriorities. Generous time away to practice self-care and family-care with 100% company paid benefit & support programs.

Flexible work arrangements& everyday flexibility.Make work make sense for you. Hybrid work environments.

Community giving.Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support.

Bring your whole self to work.Inclusion is a journey requiring practice & experience that results in a powerful outcome.

Innovation.Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward.

Connection.Join, participate, lead an employee represented group (ERG). Find a community within the CWB family.

Organization wide coaching services. Strategic career design is something we work hard to deliver for all employees.

Recognition.Peer to peer recognition program. Both “in the moment” and monumental!

Financial rewards. Yup! We pay you too. Base plusperformance incentives.

Retirement investment strategy.You can’t work forever, so built an RRSP contribution & matching program with financial advisors at the ready to help you make the most of your wealth.

Company ownership.The knowledge and opportunity to impact the bottom line and be rewarded for it - every day, with our employee share purchase plan.

Change your career trajectory with CWB. Apply today.

#discoverCWB

#LI-NB

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:

• P osition closes at 12:01am on the close date identified below.