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 role is ideal for a Wealth Advisor with over 5 years of experience in the financial services industry. Candidates will focus on delivering an exceptional experience to clients by listening, guiding and empowering them to reach their financial goals. An in-depth understanding of financial management, investment planning, insurance and risk management, tax planning, retirement planning, and estate planning is essential. It is expected that employees in this role will continuously build their own expertise through ongoing, self-driven education.
In this position, you will collaborate with Senior Wealth Advisors in managing new and existing client relationships, emphasizing ongoing client service. While you will support organic growth through initiatives such as referrals from existing clients, contributing to new business growth is encouraged but not a primary focus.
This role is perfect for someone looking to provide comprehensive financial planning support to Canadian families while developing their skills and expertise in the wealth management field.
Key Responsibilities
- Assist and at times, lead, the discovery and onboarding process with new clients by facilitating an engaging initial meeting and clearly communicating PWL’s services and value proposition
- Participate in the preparation of asset allocation and investment policy proposals under the supervision of a Portfolio Manager and in accordance with CIRO regulations and internal compliance policies
- Present investment recommendations and timely rebalancing under the supervision of a Portfolio Manager and in accordance with CIRO regulations and internal compliance policies
- Be accountable for the client relationships that transition from Senior Wealth Advisors
- Help prepare and deliver regular goal-oriented client review meetings, ensuring all materials are ready and comprehensive financial plans are presented using firm-approved software
- Respond to daily client service inquiries in a proactive manner, ensuring alignment with PWL compliance policies while providing timely support to Senior Wealth Advisors
- Participate in regular team meetings and development sessions with the goal of learning, coaching and sharing best practices
- Continually build expertise on all relevant financial planning and investment topics and actively engage in material produced by PWL’s Research Department and reliable outside sources
- Assist in conducting financial planning seminars and one-on-one sessions for partner-firm employees, ensuring information is delivered clearly and effectively.
Qualifications
- College certificate/diploma in finance or bachelor’s degree in finance or related field is an asset
- Over 5 years of experience in a support position within a client-facing role
- Must have in-depth knowledge of financial planning and awareness of tax related topics
- Must be CIRO approved as an Associate Portfolio Manager and meet PWL’s internal policies
- Completion of the CIM or CFA Level 1
- Completion of the CFP, F.Pl. or professional planning designation
- Advanced experience with financial planning software, preferably Conquest
- 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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