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.

Everyday Flexibility ? Flexible Work Arrangements ? Hybrid Work Environments ? Travel Required

It's a new world, and we're learning to embrace it! People are changing the way they work and connect, so at CWB we're changing too. Join a team that lets you impact the future, grow to your fullest potential, be your authentic self, and connect with clients and colleagues in meaningful ways

CWB is on a mission to become the best full-service bank for business owners of Canada.

Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services. And we do it together - united, as one CWB. We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.

Our highly engaged teams operate within a client-centric, collaborative and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities. And we are building momentum.

The opportunity

The AVP, Syndications & Agency will be primarily focused on the origination of lead syndication transactions and the management of the loan syndication process from origination to close with the direct support of a Senior Specialist. Engaged in the development of new initiatives, you will contribute to the overall success of CWB, ensuring individual goals, plans, and initiatives are performed and delivered in support of our business' strategic objectives. In this role, you will validate that all activities conducted are in adherence to, and in compliance with, governing regulations, internal policies, and procedures.

Primary Responsibilities

Lead arranger & book-runner for syndicated lending transactions

  • Structuring, pricing, and delivering lead mandates.
  • Develop syndication strategies to optimize fee retention and minimize overhold risk.
  • Develop industry and product expertise with respect to opportunities within the Canadian syndicated loan market.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.

Champion client centric culture

  • Champions a client focused culture to deepen client relationships and leverage broader CWB relationships, systems, and knowledge.
  • Work closely with regional deal teams to develop and deliver leading syndication mandates for existing full-service clients and select targeted prospects.
  • Demonstrates skills in developing, maintaining, and strengthening business relations with existing and new customers.

Grow and maintain syndications and agency offering portfolio

  • Champions a high-performance environment and contributes to an inclusive work environment.
  • Mentoring and development of junior team members.
  • Lead role in creating and maintaining the syndications' database, as well as managing select vendor relationships.

Successful incumbent

This role requires an astute individual & experienced syndicated lender with a strong sense of ownership and independent accountability. A keen negotiator & influencer, you work sophisticated deals with key partners to win mandates. Problems solving know-how & communicating with professional confidence is required in this high paced environment. Client centric, sales focused, a proven educator, and you compel others to act through effective collaboration. You appreciate both the art and science of numbers, absorb & analyze complex financial information easily to formulate the ideal deal structure guaranteed to excite lenders & investors. You like a challenge and aren't afraid of hard work. Your schedule is dictated by priorities and performance, recognizing ?the what? and ?the when? in every situation to manage through to success. And you will be successful - you don't know any other way.

Core knowledge requirements

  • Graduate degree in finance would be beneficial
  • Deep knowledge of pro rata, institutional and bridge loan products, capital structuring, risk management, origination, and execution of syndicated loan structures.
  • Specific knowledge of regulatory requirements and compliance in Canada.
  • CFA or CBV designation would also be an asset.

Demonstrated experience

  • Minimum 7+ years corporate banking experience, with a focus on syndicated loan transactions. Demonstrated history of successful business development, including the ability to network in external markets.
  • Experience in contact negotiations with both clients and legal counsel.

Why work with us?

Winners of Canada's Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Place to Work 2022

& Best Workplaces for Mental Wellness in Canada 2021

Values Driven People First Benefits

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find a community within the CWB family in our employee represented groups. Career development. We invest in our employees' development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset - our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for ?in the moment? and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can't work forever! So, we've got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner! Find your ?why? at cwbcareers.com

Be part of the momentum at CWB. Apply today. Your career will thank you.

#DiscoverCWB

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.

11/22/2022


Additional Information

Vancouver, BC, Canada
Is this business right for you?

Learn more about the employer


Send my application

(NB: A new window will open and will lead you to the site where the employer wishes to receive the applications.)

+

DON'T FORGET TO DO YOUR FOLLOW UPS
Add to "my applied jobs"

More from the employer