People & Culture Specialist

PWL Wealth Management is a premier independent Canadian wealth management firm. High-net-worth Canadian families entrust PWL to manage their investment portfolios on a discretionary basis and to deliver holistic financial advice across all facets of their financial lives.

Comprehensive financial planning, tax, and estate services are delivered via PWL Conseil, and investment management services via PWL Capital, a CIRO member firm and broker-dealer. Both entities are wholly owned subsidiaries of PWL Wealth Management, which has over 100 employees across Canada. 

Position Summary 

The People & Culture Specialist plays an integral role in supporting all aspects of the employee lifecycle, including recruitment, onboarding, training, engagement, retention, and offboarding. The candidate is required to be fluent in English and French to play a key part in supporting all aspects of the employee cycle.    

This position is ideal for an early-career professional eager to develop their skills in human resources and learn from an experienced People & Culture team in a collaborative, high-performance environment. Working closely with the Senior People & Culture Specialist and the Head of People & Culture, the successful candidate will help strengthen internal processes, enhance employee experience, and promote a culture that reflects PWL’s core values. 

Key Responsibilities 

Recruitment & Talent Acquisition 

• Support the development and execution of recruitment strategies alongside the Senior People & Culture Specialist. 
• Prepare and submit job descriptions for compliance and marketing approval, and post across relevant channels. 
• Monitor applicant flow, maintain organized candidate records, and communicate updates to the P&C team. 
• Contribute creative ideas to enhance sourcing and employer branding initiatives. 
• Coordination of recruitment process as needed.  

 Interview Coordination 

• Learn and apply the WHO hiring methodology. 
• Schedule and coordinate candidate interviews, maintaining accurate files (resumes, notes, references, etc.). 
• Participate in interviews as an observer and note-taker and assist with reference collection and documentation. 

 Hiring & Onboarding and M&A Integration  

• Assist with verbal and written offer preparation, background checks, and contract documentation for all organic and inorganic growth opportunities.  
• Coordinate onboarding logistics with IT, Finance, Marketing, Operations, and Compliance to ensure a seamless start for new employees. 
• Manage onboarding schedules, send e-signature packages, and track completion of required documents. 
• Participate in first-week onboarding activities and collect feedback to improve the new hire experience. 
• Ongoing management of employee files  

Training & Process Improvement 

• Maintain up-to-date job profiles and assist with license transfers and compliance documentation. 
• Support the execution of training programs for new and licensed employees. 
• Develop and document standard operating procedures (SOPs) to enhance consistency and efficiency within P&C operations. 

Employee Engagement & Retention 

• Support the execution of company-wide retention and culture-building initiatives. 
• Manage the shared HR inbox, maintain employee benefit profiles, and process expense reports. 
• Lead internal communications, including reboot of monthly newsletter and engagement updates. 
• Coordinate employee events such as sports leagues, quarterly socials, and other P&C-led programs. 
• Contribute to the design and maintenance of the P&C SharePoint site and assist with research on HR best practices. 
• Supporting in the development and maintenance of HR files, dashboards, reports  
• Recommend new approaches, policies, and procedures aligned with People & Culture goals. 

Offboarding & Exits 

• Administer all aspects of the employee offboarding process, including coordination with relevant departments. 
• Prepare termination letters, update employee records, manage system access removal, and coordinate equipment returns. 
• Maintain and refine offboarding procedures to ensure a consistent and professional employee exit experience. 

Qualifications 

• Fluent in French and English  
• Bachelor’s degree or diploma in Human Resources, Business Administration, or related field. 
• 0–2 years of experience in an HR or People & Culture support role (internship or co-op experience considered an asset). 
• Excellent organizational and time management skills, with strong attention to detail. 
• Clear and professional written and verbal communication abilities. 
• Demonstrated ability to handle confidential information with discretion. 
• Proficiency in Microsoft Office and comfort learning new systems and applications. 
• Collaborative, proactive, and eager to learn in a dynamic team environment. 

How to Apply 

We are a rapidly growing team with a diverse group of clients – there is never a dull moment. We are thought leaders in the financial services industry, and we have been putting our client interests first for almost 30 years. Please apply with your cover letter and CV detailing why you feel you are the right fit for this role.  We will contact you if you are accepted for a candidate interview. Thank you for your interest in this position.