Client Service Administrator (Bender, Bender And Bortolotti)

Full-time IT & Technology

• Client Service
• Toronto

Organizational Overview

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.

Financial planning, tax and estate services are delivered via PWL Advisors, and investment management is delivered via PWL Capital which is a broker-dealer and CIRO member firm. Both PWL Advisors and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 100 employees.

Location PWL Toronto Office (8 Wellington St E 3rd Floor), hybrid

Type Permanent, full-time

Pay Range $55,000 – $65,000, plus a potential annual bonus incentive up to 10%

Vacancy Type New Position

Position Summary

PWL’s Toronto office is a small, entreprene...