PRIVATE WEALTH CONSULTANT
Job Type: Full-time / Part-time / Contract / Permanent
Location: 716 Gordon Baker Road, Suite 206, North York, ON M2H 3B4
Job Category: Financial Services, Wealth Management, Banking, Mortgages
Contact Email: careers@cwfgroup.com
Compensation: Commission
Type: Monthly Tiered Income (Performance-based) + Commission + Bonus
Website: www.cwfgroup.com
CWF Group of companies, consists of:
CWF Group Inc., one of the country’s top provider of financial wealth management solutions.
CWF Group Mortgages Inc., one of the country’s top provider of lending solutions. With access to over 200 lending institutions across Canada such as major banks, credit unions, trust companies, and private funds, we are able to help our clients find the best mortgage solutions to suit their individual needs. CWF Group Mortgages Inc. is a franchisee of the Mortgage Centre (a division of CIBC).
IQInvest Mortgage Investment Corporation is a non-bank lender that provides flexible and creative financing solutions to the real estate communities in Canada.
more details: www.cwfgroup.com
We are committed to recognizing, affirming, and celebrating our employees. We offer competitive compensation packages and provide opportunities for advancement.
A career at CWF Group will offer you the opportunity to:
- Work in a growing, exciting, fast-paced organization with professionals (Insurance Agent, Insurance Broker, Financial Advisor, Mortgage Agent, Mortgage Broker, Private Wealth Consultants, Certified Financial Planners) who are passionate about their work;
- Work in an organization that listens and responds to new ideas and opportunities;
- Take on challenging and interesting work;
- Receive comprehensive training in a highly supportive environment;
- Be able to work from home;
Summary of Position:
As a Private Wealth Consultant, you will focus on relationship management to support our Financial Advisors, Mortgage Agents, Investment Specialists and affluent clients seeking integrated wealth management and banking solutions. You will also be given the opportunity to manage both sides of your clients’ balance sheets with risk management and investment products, including a broad range of proprietary and non-proprietary products. As you develop, you will leverage your financial services and private client experience to help deliver value-added services with clients with increasing personal net worth, which require more complex, specialized, or greater variety of wealth management techniques.
Duties:
- Be a part of the extended CWF Family and enjoy superior agent resources, sales & marketing support, training & development programs, superior back office support, licensing and contracting support;
- Benefit from the long-term mentorship of top leaders in the industry;
- Establish and maintain strong customer relationships in order to meet customer needs and objectives;
- Provides and identifies credit, investment, and transaction solutions based on a proactive identification of the member need and in line with the member’s goals. Uses sound judgment, analysis, interviewing, planning and underwriting skills to present viable solutions within guidelines
- Provides investment advice and identifies the appropriate solution including registered and non-registered investment solutions that fit and meet our clients’ needs
- Ensures investment and mortgage renewals are acted upon according to timelines and renewal dates.
- Actively participates in all branch activities and campaigns in order to achieve branch and individual objectives.
- Identifies external opportunities to build and develop business within the community to optimize client and portfolio results.
- Develops a suite of “centers of influence” outside the Company in order to support referrals and business development activity. This can include builders, real estate agents/brokers, lawyers, accountants and contacts built through local service clubs and associations
- Refers to commercial credit opportunities to the Commercial Credit Loans
- Resolves problems at first point of contact where possible and escalates more complex client concerns to the appropriate specialist.
- Manages and provides oversight to the team in the absence of the manager
- Achieves or exceeds sales and activity targets as assigned
Required:
- Valid and active Life Insurance License, Mortgage Agent License and completed the Canadian Securities Course (CSC) is a requirement of this role
**FAQ – Private Wealth Consultant Position: Top 10 Questions
CWF Group Mortgages Inc is an equal opportunity employer. We promote excellence through diversity and encourage all qualified persons to apply.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Apply Today! Please email careers@cwfgroup.com with a completed resume.