PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian based High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives.
Financial Planning, Tax and Estate services are delivered via PWL Conseil, and investment management is delivered via PWL Capital which is a Broker Dealer and CIRO member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 90 employees.
| Location | Remote |
| Type | Permanent, Full-Time |
Position Summary
This position is ideal for a motivated Associate Wealth Advisor with over 2 years of experience in the financial services industry. In this role, you will support and collaborate with senior team members to deliver an exceptional client experience.
Your responsibilities will include preparing for client meetings by conducting pre-meeting analysis, attending meetings to gain firsthand experience, taking detailed post-meeting notes, and executing follow-up action items. You will assist with financial planning analysis, prepare financial planning summaries, and conduct ad hoc analysis to address client inquiries. A foundational understanding of financial management, investment planning, insurance and risk management, tax planning, retirement planning, and estate planning is essential.
In this position, you will work closely with Senior Wealth Advisors and Wealth Advisors to help manage new and existing client relationships, with a strong emphasis on client service.
This role is perfect for individuals eager to enter the financial services industry, aiming to contribute to comprehensive financial planning for Canadian families while developing their skills and expertise in the wealth management field.
Key Responsibilities
- Responsible for client meeting preparation which involves a thorough review of the CRM, notes and past communication to create a comprehensive agenda that identifies the client’s objectives
- Accountable for preparing and updating comprehensive financial plans using firm-approved software in collaboration with Wealth Advisors
- Responsible for client-specific analysis such as insurance reviews, creating models in excel related to financial outcomes, reviewing ACB of transferred in securities, reviewing outside investment and income sources
- Collaborating and coordinating with outside professional such as accountants and lawyers
- Responding to client questions, requests and inquiries in a timely manner and assist with senior team members with conducting cash movement requests and client follow up
- Book-wide audits and projects such as tax installment tracking and execution, tracking and executing RRSP, RESP and TFSA contributions, coordination and tracking of active prescribed loans and annual interest payments and perform year-end income estimates to identify gain/loss crystallization opportunities
- Innovating and improving processes by approaching each situation with an open mind that anything that can be improved, should be improved
Qualifications
- College certificate/diploma in finance or bachelor’s degree in finance or related field is an asset
- Over 2 years of financial services experience in a client-facing support position is preferred
- Proficient knowledge of investing and financial planning
- CIRO licensed as an Investment Representative or Registered Representative or completion of required exams is an asset
- Active pursuit of the CIM, QAFP, CFP, F.Pl. or CFA is an asset
- Must be a collaborative team player who works well with others and is willing to learn from constructive feedback
- Must have exceptional time management, communication and listening skills
- Proficiency with the Microsoft suite
Work Environment
PWL takes great pride in providing unparalleled wealth management services to individuals and families across Canada. In this dynamic environment, we value doing what is right for clients, making evidence-based decisions, personal accountability, innovation and humility. To thrive in this role, you must be dedicated to continuous learning and development, with a steadfast commitment to delivering an exceptional client experience.
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.
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