Client Service Administrator

Client Service Administrator

Location: Remote and/or hybrid opportunities

Type: Permanent, full-time

Pay Range: $55,000 – $65,000

Vacancy Type: New Position

Organizational Overview

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.

Position Summary

Join our team as a Client Service Administrator, a key role at the intersection of client service, investment operations, and a...