Financial Planning Administrator

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 90 employees.

Position Summary

The Financial Planning Administrator position is an entry level role providing administrative support to our Financial Planners and Financial Planning Associates. Daily activities include filing, completing book wide audits, CRM data organization, tax package preparation and participation in all aspects of our client service offering.

This role is ideal for an early-career financial services professional who has goals to become a Financial Planner and/or Portfolio Manager. It is expected that employees in this role will continuously build their own expertise in financial planning, tax, and portfolio management through the pursuit of professional designations such as the CFP, CFA, CLU etc.

Responsibilities & Activities

• Data entry in NaviPlan
• CRM filing and administration
• Completing book wide audits such as RRSP/TFSA contributions, prescribed loan interest payments, capital gains crystallization review
• Preparing and uploading tax packages to our clients’ online accounts
• Assisting with planning and booking client meetings
• Supporting our Financial Planners and Financial Planning Associates with administrative tasks as they are assigned

Qualifications

• Organized with strong attention to detail
• Post-secondary education with a specialization in Finance or Accounting
• Must have intermediate-advanced experience with Excel
• Proficient knowledge of investing and financial planning
• Strong interpersonal skills
• Drive for continuous improvement and education
• Pursuit of the CFP is an asset
• Securities license or completion of the required exams (CSC, CPH) is an asset
• Insurance license or completion of the LLQP exam is an asset

Why PWL Capital?

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.