Registered Plan Administrator
Canadian Western Bank
Edmonton, CA
7d ago

CWB Financial Group (CWB) is not your typical bank we take a deeply personalized approach to our business and in our core values.

Taking the time to understand our clients’ goals and aspirations allows us to use a full-picture view in the type of support, guidance and service needed to help them cultivate a successful financial future.

Do you consider yourself a driven, knowledge hungry individual who loves to learn things inside and out? Are you a focused, detail oriented person who enjoys working through complex and challenging transactions?

If you come from the banking world and are saying yes, we want to hear from you!

Canadian Western Bank (CWB) is looking for a Registered Plan Administrator to join our team. Our Deposit Processing Centre is a super group of problem solvers.

You will work in this high functioning and busy unit that handles complex estate settlements and registered product processing for CWB.

Ideally, you will have some familiarity with registered products and tax reporting. You will work independently, but in a supportive and collaborative environment providing knowledgeable, courteous and efficient support.

This is an opportunity to connect with many people as a central contact for branches to depend upon. Read on to learn more about how you can grow your skillset with CWB!

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, trust, and wealth management across Canada.

Our approach to business is straightforward : we work hard and with integrity, we practice common-sense thinking, we’re accountable for our actions, and we care about our people.

We’re incredibly proud of the work we do every day to help our clients grow their businesses, manage their money and realize their financial potential!

  • The opportunity to make a difference - our culture thrives on idea-sharing, collaboration and the ability to create impact.
  • Rewarding, enterprising and engaging atmosphere where you will be able to see your contributions at work.
  • Understanding balance : We know our people have places to go, people to see and good times to have when they’re not at work and we support that.
  • An award-winning benefits packages that includes 100% company-funded health coverage (dental, vision and prescriptions), health care spending account, a flexible wellness program and CWB Balance Day (extra day off with pay!).
  • Company ownership : every employee has the opportunity to be an owner with our employee share purchase plan (ESPP).
  • An experienced professional with three to five years of banking experience. You’re able to rely on your advanced knowledge of all Bank products & services.
  • An administrative guru with organizational, analytical and interpersonal skills that impress.
  • A technology user with working knowledge of MS Office Suite products like Word and Excel.
  • A focused team member with advanced knowledge of CRA rules and OSFI guidelines as it pertains to Registered Plan Administration.
  • Detail oriented with the ability to perform tasks of a complex nature in defined time frames.
  • A collaborator with strong communication skills, focused on building lasting team relationships while contributing to a working environment you’re proud of.
  • Processing Registered plan transactions accurately, and efficiently for all products (RRSP, RRIF and TFSA), to ensure there is no negative impact to CRA reporting or to client accounts.
  • Ensuring policies and procedures are followed, escalating exceptions as required.
  • Maintaining a positive attitude and work effectively with management, support staff, and branches to enhance professionalism, productivity and team achievement.
  • Ensuring Service Level Agreement (SLA) targets and quality benchmarks for all registered plan administration / transactions and Estate settlement are being met.
  • Acting accountable as a team member for the execution of work procedures, policies and methods to ensure compliance with Canadian Western Bank’s legal, regulatory business policies and procedures.
  • Providing knowledgeable, courteous and efficient support to CWB Group partners in relation to registered plan administration and personal estate settlement.
  • CWB Financial Group is an equal opportunity employer. We are motivated by the new perspectives diversity can bring to our workforce.

    Inclusion and advocacy for a diverse organization can bring excellence at all levels of our business. Regardless of race, religion, color, gender, sexual orientation, age, disability or any other factors unrelated to job performance, we are looking for difference makers.

    We are committed to providing equitable treatment to all employees and job applicants.

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