Wealth Management Analyst

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

This role is ideal for an individual with a strong analytical background. This position will largely support our senior analysts with investment reporting, and ad-hoc analyses for our clients. The ideal candidate is detail-oriented, analytical, and passionate about finding creative and efficient ways to organize and present data. We are targeting recent graduates or early-career financial services professionals. This position is not client-facing.

Responsibilities & Activities

Successful candidates will support our client facing Financial Advisors and Portfolio Managers with tasks including but not limited to financial planning analysis, financial modelling, creating and updating customized dashboards, and cash management. 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 (CFA, CFP, CIM etc.).

Qualifications & Skills

• Post-secondary education with a specialization in Finance or Accounting
• Advanced experience with Excel including knowledge of Power Query and Power Pivot
• Knowledge of PowerBI is an asset
• Proficient knowledge of investing, taxation, and financial planning
• Candidacy in the CFA program is an asset
• Securities license or completion of the required exams (CSC, CPH) is an asset
• Drive for continuous improvement and education

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.