Wealth Management Analyst


Remote, office space may be available in certain locations


Permanent, full time

General Description

PWL Capital Inc. is a wholly owned subsidiary of PWL Wealth Management Inc. and is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa, Toronto, and Waterloo. Canadian High Net Worth families entrust PWL Capital to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. PWL Capital is a Broker Dealer and IIROC member firm with more than 65 employees and over $4B in assets under management.

Position Summary

This role is ideal for an individual with a strong analytical background. Candidates should possess excellent written and verbal communication skills and the ability to work in a dynamic team environment. This position is entry level. 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 Planners and Portfolio Managers with technical analysis including but not limited to financial planning analysis, financial projections, financial modelling, creating and tracking customized dashboards, and client meeting preparation. 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
  • Must have advanced experience with Excel
  • Proficient knowledge of investing
  • Technical competency in taxation is an asset
  • Completion of the In-Depth Tax course is an asset
  • 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 years.

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

Careers - Capital Team

Please complete the form below

  • Please upload your résumé and cover letter. (Max. Size 20 MB)

    Drop files here or
    Accepted file types: pdf, Max. file size: 20 MB, Max. files: 2.