Trading Associate

Location: Remote, office space may be available in certain locations
Type: Permanent, full time

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 an interest in capital markets and wealth management. The successful candidate should have the ability to work well within a dynamic team in a high-pressure environment. This position is entry level. This position is not client-facing.

RESPONSIBILITIES & ACTIVITIES

Working closely with the Advisor and Operations teams the successful candidate will process buys and sells of securities as well as all cash movement on behalf of our clients. Regularly monitoring portfolios to ensure that they are compliant and within Investment Policy guidelines. 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

• Effective communicator both oral and written
• Naturally curious
• Post-secondary education with a specialization in Finance or Accounting
• Must be detail oriented and able to effectively manage time
• Must have intermediate-advanced experience with Excel
• Proficient knowledge of investing
• Candidacy in the CFA program is an asset
• Securities license or completion of the required exams (CSC, CPH)
• Drive for continuous improvement and education

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-five years.

HOW TO APPLY?

Please apply with your cover letter and CV detailing why you feel you are the right fit for this role. We will contact you if you are accepted for a candidate interview. Thank you for your interest in this position.