Job Description
PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian based 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 CIRO member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 100 employees.
Location Remote/and/or hybrid opportunities
Type Permanent, full-time
Pay Range $55,000 – $65,000
Vacancy Type New Position
Position Summary
Join our team as a Client Service Administrator, a key role at the intersection of client service, investment operations, and administrative support. In this position, you’ll play a vital part in supporti...