, 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.

Role specifications

Location: Edmonton

12 Month Term

Everyday Flexibility Hybrid Work Environments

For additional information, please contact the recruiter for a complete job description.

At CWB Wealth, we strive to bring value to the lives of the people who choose us every day: our employees, our clients, and our investors. The ethics that guide and hold us to that mission are:

  • Put people first and build relationships with intention
  • Seek and embrace new ideas, knowing that better is always possible
  • Believe that how we do things is as important as what we do
  • Harness the power of inclusion through a culture that recognizes who we are and how we show up - as individuals and as a team

CWB Wealth, helping our client families live their best lives.

With roots going back to 1939, our founders pioneered the concept of financial health through comprehensive financial planning and professional investment management. Their spirit of innovation remains active today in the proactive, client-focused expertise we deliver to families and business owners from coast to coast. Our clients are more than just a number. We pride ourselves in developing deep, personalized, high-touch relationships. Knowing them as individuals and their unique aspirations means our relationships thrive for decades.

Being part of CWB Financial Group deepens our strengths and resources to meet the complex needs of our high-net-worth client families. As a leading Canadian wealth advisor, we're entrusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services. Our national presence means we're able to provide our services in both English and French.

The opportunity

Are you ready to unleash your creative and strategic prowess? As a leader in CWB Wealth's marketing team, you will play a pivotal role in our firm's external, multidimensional marketing plan.

If you're highly driven, energetic, and client-oriented, you'll find like-minded people here who focus on doing what's best for our clients above all else. Our collaborative culture is adaptable and inclusive. Your talents and interests will be nurtured here, so you can grow in your role and contribute in ways that are meaningful to you.

The Marketing Manager, External Strategies leads the ideation, strategic thinking, and development of best-in-class marketing solutions for our external marketing & communications strategies. The role is crucial in driving brand awareness, lead generation, and building partnerships with external communities (such as COIs). This role is also a strong collaborator with and provides leadership to our content, internal strategies marketing, and CWB's enterprise marketing teams to find synergies and opportunities to leverage initiatives.

What you will be responsible for

Strategic Focus

As the driving force behind our external marketing strategy, you will play a pivotal role in building a thriving, proactive content strategy that resonates with our target audience. You will have a deep understanding of who our target audience is, what their behaviours and motivators are, and work closely with our team to create compelling thought leadership content. You'll provide leadership to the team in ensuring the content strategy is executed effectively and efficiently. You will also collaborate with our internal marketing and CWB enterprise marketing teams to optimize distribution of our thought leadership, including ensuring an exceptional subscriber e-marketing experience backed by data analysis.

You'll be a dynamic collaborator with our national, bilingual client-facing teams, seeking valuable insights to inform our client retention and acquisition strategies. By getting to know our clients and our advisors, you'll be well equipped to guide the team in crafting captivating brand-aligned copy for our websites, email campaigns, client communications, and social media posts. Your dedication to enhancing CWB Wealth's digital presence will be evident as you implement UX, UI, SEM and SEO strategies to drive traffic, boost our online presence, and deliver an exceptional online experience for visitors, specifically optimizing for clients and prospective clients.

In addition to generating innovative external marketing ideas, you will play a strategic, hands-on role in CWB Wealth's sponsorships and events strategies, providing leadership to the team responsible for activation, and maximizing our impact and achieving our goals. Upholding the integrity of our brand, vision, and values will be a top priority for you at all times. This includes training and education for all our stakeholders for brand consistency and alignment.

Supporting lead generation and business development strategies across our diverse business areas will also be a key aspect of your role. You will develop strategies and closely monitor campaign execution to ensure that we're on track to deliver impactful results.

Proactively managing and monitoring our advertising and marketing materials, having the ability to connect the dots and stay on top of all required updates, will be crucial. Taking charge of managing PR and media relations, you will work with perseverance to maximize brand awareness.

Building and nurturing relationships with external vendors and marketing partners will be essential to our success. You will be a clear, strong communicator and provide leadership in briefing, prioritization, and budget alignment to ensure successful collaborations. Additionally, overseeing inventory management of marketing materials will be an important responsibility, ensuring that we always have the necessary resources for our marketing efforts.

As the manager of CWB Wealth's marketing platforms, you will provide comprehensive reporting and analysis to indicate the success, or improvements required, of our external marketing program, including our e-marketing, website, and social media channels.

Your dedication, creativity, and attention to detail will be instrumental in driving our brand forward and achieving our goals.

Client-First Focus

As a leader on our marketing team, you'll have the exciting opportunity to connect with clients, vendors, media, and industry partners to create unforgettable events and experiences. You'll also work closely with our Director of Marketing on special projects and product launches as required, while ensuring that all teams are trained and up-to-date on our brand standards to maintain consistency across all marketing efforts.

You'll have a deep care for our client retention strategies, always working towards - and leading the team - to maintain and increase client confidence in everything we do. You'll have no problem challenging the status quo if it's the right decision for our clients. You have a deep appreciation to making our advisors lives easier in managing their client relationships by being proactive and going the extra mile in our client marketing strategies. You'll play a key role in strategizing and being creative with our signature client events, stepping in as required on our client retention strategies, and support leadership in analysis and debriefs.

As a team player, you'll be ready to support your colleagues whenever needed. Join us in shaping our future of being the leading wealth advisor for Canadian business owners and our client families!

Fiscally Savvy Focus

Take charge of overseeing and delivering our monthly marketing budget and ROI reports, providing valuable insights, and measuring our progress against set goals. Keep a close eye on our marketing campaigns, events, and sponsorships to ensure they stay within budget, and make smart decisions that are cost-effective, maximizing our resources. Drive business growth by devising and implementing lead generation campaigns, effectively managing their execution.

People-First Focus

Although your formal leadership includes a dynamic team of two talented marketing professionals, you understand leadership extends beyond the formal reports. With your formal reports, you'll help shape their future by setting goals and career development plans. You'll be a passionate coach and mentor as you navigate our CWB Wealth marketing team. You have a calm, steady demeanor when thrown curve balls, and know how to create an inspiring, growth-oriented team environment. You'll empower our team to unleash their full potential and achieve outstanding results.

In addition to leading your team, you will also have the chance to collaborate with other CWB Wealth departments to improve our company culture. Your demonstrated ability to work collaboratively on initiatives will be invaluable in fostering a positive and inclusive work environment. Furthermore, you will have the opportunity to develop strong relationships and connections with CWB Financial Group and its affiliates. Your passion, dedication, and ability to inspire others will be the driving force behind our collective achievements. Together, we will create a workplace that fosters growth, collaboration, and innovation.

What you will bring to this role

  • A post-secondary diploma in marketing, or preferably, a degree in marketing, communications, or commerce with a demonstrable concentration in marketing or relevant industry experience
  • 5+ years of marketing experience
  • Proven ability to successfully engage and lead a team
  • Adaptability, flexibility, multi-tasking, prioritizing tasks are a must
  • Must be able to work independently and be a team player

Knowledge and experience to grow from

  • Understanding, and commitment to continuous learning, of wealth management offerings, including financial planning, investment management, insurance, etc.
  • Understanding, and commitment to continuous learning, of our target high-net-worth audience, including business owner and executive drivers and behaviours
  • Excellent presentation, communication, and interpersonal skills
  • Strong self-starter that can contribute and collaborate with the team
  • Demonstrate influence and skills on; strategic recommendations and planning, budget management, variance reporting, root cause analysis, secure alignment
  • Confidently present ideas and proposals to senior leaders, ability to handle inquiries and resistance with tact and professionalism
  • Creative and analytical abilities with keen attention to detail
  • Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings
  • French written and spoken is an asset

Invest in your career with CWB Wealth. Apply today.

Why work with us?

Winners of Canada's Most Admired Corporate Culture 2020 and recognized as one of 50 Best Workplaces in Canada by Great Places to Work 2023.

Values-driven, people-first benefits

Wellness matters. Our award-winning benefits package includes hybrid work environments, everyday flexibility, comprehensive health coverage, healthcare spending account, a wellness program and generous time-away options to rest and recover.

Pride in our people. We believe people are our best asset. Bring your whole self to work in an inclusive space where your perspective matters. Find a community within the CWB family in our Employee Represented Groups (ERGs) and develop your professional goals through our organization-wide coaching services.

Giving as we grow. We support our people and the communities they live in. Peer-to-peer recognition programs for day-to-day wins and milestones encourage a healthy spirit of professional growth. Other financial rewards include competitive base salary and pay-for-performance incentives, RRSP matching, and company ownership.

We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others. And under our ESG and sustainability-focused business model, you can feel proud of where you invest your talents. Find your growth opportunity at

Get ready to live your best life with a career at CWB Wealth. Apply today.


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


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.
  • 11/20/2023

Additional Information

Edmonton, AB, Canada
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