Wealth Advisor, Organizations & Foundations

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 150 employees. 

Position Summary 

The Wealth Advisor, Organizations & Foundations, is a client-facing advisor responsible for managing and developing client relationships with a particular focus on foundations, endowments, not-for-profits, charities, and other organizations with long-term investment assets. 

The role combines PWL’s core wealth management, financial planning, and investment responsibilities with specialized expertise in serving organizations that have complex investment, governance, and financial planning needs. 

The Wealth Advisor, Organizations & Foundations works closely with Senior Wealth Advisors, Research, and other PWL teams to deliver evidence-based investment and financial planning advice. The role also works directly with boards, investment committees, and senior leadership teams on portfolio construction, investment policy statements (IPS), spending policies, performance reporting, and investment governance. 

While business development is an important component of the role, the primary focus is delivering exceptional advice, investment oversight, and stewardship to existing and prospective organizational clients. 

Key Responsibilities

Wealth Advice & Client Relationships 

• Manage and develop client relationships with foundations, endowments, not-for-profits, charities, and other organizations with long-term investment assets, including relationships transitioned from Senior Wealth Advisors. 
• Lead or support client discovery, onboarding, and ongoing relationship management. 
• Develop a deep understanding of clients’ financial objectives, organizational priorities, governance structures, and investment requirements. 
• Translate client objectives into appropriate financial planning and investment recommendations. 
• Participate in the preparation and delivery of asset allocation, investment, and rebalancing recommendations under the supervision of a Portfolio Manager and in accordance with CIRO requirements and PWL policies. 
• Prepare and deliver client review meetings and respond proactively to client inquiries. 
• Provide advice across financial planning, investment management, tax, estate planning, retirement, insurance, and risk management, as appropriate to the client. 
• Build trusted relationships through clear, thoughtful, and client-focused communication. 

Investment Strategy & Governance 

• Advise foundations, endowments, not-for-profits, charities, and other organizations on portfolio construction, investment strategy, and governance. 
• Build and maintain evidence-based, index-oriented portfolios aligned with client mandates, IPSs, spending policies, and risk constraints. 
• Support investment policy reviews, IPS updates, asset allocation analysis, and spending-policy modelling. 
• Monitor portfolios and support ongoing rebalancing in accordance with approved investment policies. 
• Develop a strong understanding of investment approaches, including active management and alternative investments, to engage credibly with boards and investment committees. 
• Apply PWL’s evidence-based investment philosophy to provide clear, objective advice to clients and their governance bodies. 

Client Service, Reporting & Education 

• Develop strong relationships with board members, investment committee members, executive directors, and other senior organizational leaders. 
• Prepare and present portfolio performance reports, analysis, and client materials. 
• Translate portfolio results, investment concepts, and research into clear, accessible insights for non-investment professionals and governance bodies. 
• Present to boards, investment committees, and clients on topics including capital markets, portfolio construction, investment research, spending policies, ESG/SRI research, and investment governance. 
• Support educational seminars and sessions for partner organizations and their employees. 
• Use PWL-approved tools, including Conquest, to support financial modelling, spending-policy analysis, and investment planning. 
• Coordinate with custodians, auditors, administrators, and other external service providers as required. 
• Maintain accurate and current client documentation, investment policies, and account information. 

 Business Development & Onboarding 

• Identify and cultivate relationships with foundations, endowments, not-for-profits, charities, and other organizations with long-term investment assets through professional networks, centres of influence, board networks, and relevant associations. 
• Participate in introductory meetings, discovery conversations, and investment-policy discussions with prospective clients. 
• Diagnose prospective clients’ needs and communicate PWL’s value proposition and investment approach. 
• Prepare proposals, IPS drafts, portfolio recommendations, RFP responses, and due-diligence materials. 
• Support board-level presentations and other activities throughout the business development process. 
• Lead and coordinate onboarding, including KYC, AML, client agreements, custodial setup, IPS finalization, and required documentation. 
• Coordinate transitions from legacy investment managers and work with internal teams and external partners to ensure a seamless client experience. 

Team & Professional Development 

• Collaborate with Senior Wealth Advisors, Research, and other PWL teams to deliver a consistent client experience. 
• Engage with PWL Research and reliable external sources to stay current on investment governance, regulation, and research relevant to the clients served. 
• Contribute to the development of PWL’s expertise, tools, resources, and client experience for organizations with complex investment and governance needs. 
• Participate actively in team meetings, coaching, and professional development. 
• Share knowledge and best practices and contribute to a collaborative learning environment. 

Qualifications

• 5+ years of experience in financial services, preferably in client-facing wealth management, investment management, or financial planning. 
• Experience working with foundations, endowments, not-for-profits, charities, or other organizations with long-term investment assets is an asset. 
• Strong knowledge of financial planning and investment management principles. 
• Strong understanding of portfolio construction, IPSs, spending policies, and investment governance. 
• Ability to understand and discuss investment approaches, including active management and alternative investments. 
• CIRO-approved as an Associate Portfolio Manager or Portfolio Manager and compliant with PWL’s internal requirements. 
• 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. 
• Strong presentation, communication, and relationship management skills, with the ability to explain complex investment concepts to clients, boards, and committees with varying levels of investment knowledge. 
• Strong organizational and time-management skills. 
• Proficiency with Microsoft Office. 
• Collaborative mindset, strong judgment, and commitment to continuous learning. 
• Commitment to PWL’s evidence-based investment philosophy. 

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 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. 

About the Hiring Process 

At PWL Capital, some of our job descriptions are developed or refined using AI-assisted tools to ensure clarity and consistency. However, we do not use AI or automated decision-making tools in our hiring process. All applications are received and reviewed by our People & Culture Team.  

We are committed to transparency in hiring. All candidates who interview for this role will receive an update on the hiring decision within 45 days of their final interview.