Manager, Registered Plans Trustee Services

Title of the Job: Manager, Registered Plans Trustee Services

Location: Vancouver, BC

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 doService You Can Trust®CWB Trust Services offers a wide variety of trustee and custodial solutions for individuals, businesses, and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centered on providing clients with client-focused service, notable value and tailored solutions.The opportunityThe primary focus of the Manager, Registered Plans Trustee Services is the management and oversight of our Registered Plans Trustee Services division and will be accountable for the Registered Plans Trustee portfolio and the top client relationships for CWB Trust Services. This position will play a key role in the growth of this line of business by providing expert registered plan knowledge directly to our clients and identify new product and service opportunities.This role will be based out of our CWT office in Vancouver, BC.Day-to-day activitiesPeople Leadership.Lead with purpose. Live our values while fostering a learning culture and growth mentality. Drive engagement by building trust and creating an environment of empowerment.Empower team members in producing and driving business results and key priorities forward.Mentor, coach, engage, and support team members with active involvement in performance management, career development, talent acquisition and team engagement.Build collaborative relationships across CWB.Demonstrate strong interpersonal skills that drive inclusive behaviours.Accept responsibility and accountability for actions and results.Make decisions guided by common sense and sound business judgment.Driving Client Relationships.Ensure strong client relationships are the priority and are maintained through your own interactions with clients, as well as your teams.Dive into our clients’ businesses and exceed their expectation of CWB Trust Services at all stages.Manager operational tasks during the client onboarding phase.Research and accurately resolve client issues in a timely manner.Be our ExpertCollaborate closely with senior leadership to help establish and support business objectives and prioritize projects accordingly.Update and amend internal policy and procedures to adjust to any changes to registered plan legislation.Identify and execute projects that provide strategic improvement to our operations or that are important to ensure compliance with current policy or regulationTake current registered plans legislation and operationalize it by translating into policy and procedure, and ensuring that specimen documents and all related client forms are updated to complyTake a leading role in identifying and or assessing new registered products for addition to CWT’s overall Registered Plans Trustee Services offeringFoundational knowledge and experience to grow fromA bachelor’s degree in: Business Management, Finance, Commerce, or a related field with 4 years experience & demonstrated ability in registered plan operations and pension plan administration. General business knowledge and understanding is critical.Capabilities that will take you further.Relationship builder. Inspirational leader. Motivator. Engager. Driver.Exceptional initiative, drive, and self-motivation to move initiatives forward.Ability to be agile and flexible, remain calm and thoughtful in a fast paced and deadline driven environment.Exceptional problem solving, critical thinking and analytical skillset.Strong communication abilities, with a natural curiosity to seek to understand.Cultivates strong relationships, building partnerships across the organization with key individuals and teams.Motivator, engager, and positive force of energy for the team to drive business relationships and successes.Why work with us?Your success is our obsession.If you are obsessed with client success – we will surround you with a strong foundation of care, support, autonomy & know-how to make it happen. Learning, development, coaching, mentorship, & opportunities for growth & innovation. Challenging work matched with recognition & rewards. Pay for performance incentives and all the vital benefits to take care of you and your loved ones because your whole wellness matters – physical, mental, financial, & spiritual! We live for today, and plan for tomorrow. Your investments grow with us with our RSP & ESP programs. And being an owner brings a differentiated level of motivation, engagement, empowerment & reward –with CWB, every employee can be an owner. Need another reason?Find your at www.CWBcareers.comTake your career further with CWB. Apply today.#LI-JL1#IND-JRAs 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. 10/30/2024

Company Name: Canadian Western Bank

Salary:

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