Financial Planning Associate

Company Overview

PWL Wealth Management is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa, and Toronto. 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 Advisor Inc., and investment management is delivered via PWL Capital Inc. which is a Broker Dealer and IIROC member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management.

About the Opportunity

The Financial Planning Associate position is an entry level role providing support to our Financial Planners. Responsibilities include client meeting preparation (pre-meeting thinking), post-meeting notes and execution of action items, financial planning analysis, preparation of financial planning summaries, and ad hoc analysis to answer client questions.

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. This role is ideal for a candidate who wants to begin a career providing conflict-free holistic wealth management advice to clients.

Responsibilities & Activities

• Preparing financial planning projections using our firm approved software
• Proactively making client-specific planning recommendations to our Financial Planners
• Recording detailed post-meeting summaries in our client database
• Executing action items and following through on future tasks specified by our Financial Planners
• Providing ad hoc financial planning analysis to answer client questions
• Preparing and uploading tax packages to our clients’ online accounts
• Participating in and supporting growth initiatives as 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
• Completion of CFP program 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?

Compensation for this role is a combination of base salary with an additional bonus in the form of profit-sharing. PWL Capital offers excellent health benefits, an RRSP matching program, and financial support for continuing education courses.

If you are interested in this opportunity, please submit your resume and cover letter. We thank all candidates for their interest, but only those selected for an interview will be contacted. No phone calls, please.