Financial Planning Associate

4 weeks ago

Ottawa, Canada PWL Capital Inc. 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**

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.

**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?**

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.

Work Remotely
- Hybrid work environment

**Job Types**: Full-time, Permanent

**Salary**: $60,000.00-$70,000.00 per year

**Benefits**:

- Casual dress
- Commuter benefits
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- RRSP match
- Vision care
- Work from home

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- financial planning: 1 year (preferred)
- Excel: 3 years (preferred)

Licence/Certification:

- CFP (preferred)
- CSC (preferred)
- CPH (preferred)
- WME (preferred)
- LLQP (preferred)

Work Location: Hybrid remote in Ottawa, ON

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