Financial Planner, Investment Advisor TypePermanentLocationRemote, office space may be available in certain locations 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. POSITION SUMMARY This role is ideal for a driven Financial Planner with at least 3-5 years’ experience in the financial services industry. Candidates will focus on delivering an exceptional experience to clients by assisting them with their daily requests and financial needs. The candidate should have a high level of competency in financial management, investment planning, insurance and risk management, tax planning, retirement planning, and estate planning. It is expected that employees in this role will continuously build their own expertise in financial planning, tax, insurance, and portfolio management through the pursuit of continuing education. The candidate will be responsible for formulating and implementing advice specific and relevant to each client scenario. The candidate will be responsible for managing many client relationships but usually not expected to generate prospects and develop new client relationships. This role is ideal for a candidate who wants to provide conflict-free comprehensive financial planning advice to clients, without any sales pressure. Responsibilities & Activities Respond to client inquiries and requests for information in a timely and accurate mannerProvide advice to clients to help them form and realize meaningful financial goalsPresent thoughtful responses to questions in a way that is easily understood by clientsTrack, coordinate and gather data for financial planning and wealth management activitiesPrepare financial projections using firm approved softwareConduct comprehensive insurance needs analysisDelegate tasks to financial planning associate, operations, and trading teamsMust be a motivated, independent self-starterMust be able to function well within a team environmentExceptional time management skills and ability to multi-taskPerform other duties, as assigned by Advisor Services Lead Qualifications Must have at least 3-5 years of experience within the financial services industryMust be IIROC licensed as a Registered Representative or have completed the required exams (i.e., CSC, CPH, WME)Must have completed the CFP DesignationProficient knowledge of investing and financial planningStrong interpersonal skillsExperience with Naviplan is an assetActively pursuing the CIM Designation is an assetOther financial designations are considered an asset 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 years. Please apply with your cover letter and CV detailing why you feel you are the right fit for this role. Please fill out the form below to complete your application. We will contact you if you are accepted for a candidate interview. Thank you for your interest in this position. Careers - Capital Team Please complete the form below Name First Last Email PhoneTell us about yourselfResume* Please upload your résumé and cover letter. (Max. Size 20 MB) Drop files here or Select files Accepted file types: pdf, Max. file size: 20 MB, Max. files: 2. Δ