Location:

Ottawa

Type:

Permanent, full time

 

General Description

PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian 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 IIROC member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 50 employees and over $6B in assets under management.

 

Position Summary

This is a unique opportunity to work with a small group of Ultra High Net Worth clients. The ideal candidate will be a detail-oriented CPA with experience in financial reporting, tax planning, and providing financial planning guidance to high-net-worth individuals. The position will be challenging and requires the candidate to approach their tasks with extreme diligence, organization and accuracy. Candidates will also work closely with our Advice Team as subject matter experts in financial, tax and estate planning.

 

Responsibilities & Activities

The successful candidate will take on a leadership role in the Multi-Family Office team. The primary function is to be the main point of contact with the clients for all things financial that come from them daily, and to ensure the team delivers on its promises. This requires working closely with our internal advisor team as well as external tax and legal advisors in providing expertise in estate, family trust and tax planning including charitable giving, corporate reorganization, life insurance planning etc. Other responsibilities include training, coaching and educating our Advisors which consists of developing internal technical resources and content, assisting in the preparation of monthly Advisor education seminars and preparing client friendly content for Advisors. Candidates are not expected to develop financial plans through our firm approved software.

 

Qualifications & Skills

  • CPA is a requirement
  • Completion of the In-Depth Tax Course is an asset
  • TEP is an asset
  • Wealth management experience is an asset
  • Proficiency with Microsoft Office, especially Excel, is required
  • Hands on experience with Quickbooks is an asset
  • Detail oriented and process driven
  • Excellent time-management skills
  • Excellent communication skills
  • Experience dealing with external clients

 

Why PWL?

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 over twenty five years.

If you are interested in this opportunity, please fill out the form below.

Careers - PWL Capital

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