Job Title

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 andprovideholistic financial advice for allfacetsof 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 than100employees. Location Canada, hybrid Type Permanent, full-time Pay Range $1 25,000 $200,000 Vacancy Type New Position Position Summary The Lead, Estate & Insurance Advisor is a senior, client-facing specialist responsible for designing and implementing estate, insurance, and risk management strategies for PWL clients. This role partners closely with PWLs Wealth Advisory Team and external legal and tax professionals to ensure seamless integration of insurance and estate planning into comprehensive financial plans. Rooted in PWLs fiduciary, evidence-based philosophy, this role is intentionally designed to focus on the quality of planning over product sales pressure, ensuring that every recommendation is driven exclusively by client needs, long-term outcomes, and technical excellence. This is both a technical expert role and a strategic leadership position, providing internal education, deal support, and best-practice guidance across the firm. Key Responsibilities Client Advisory & Planning Lead complex estate and insurance planning engagements for high-net-worth and ultra-high-net-worth clients Design and implement insurance strategies including: Life insurance (personal & corporate) Living benefits (disability, critical illness, health) Business succession insurance Provide advanced estate planning strategies such as: Estate equalization Charitable giving Trust and corporate planning coordination Analyze existing insurance policies and recommend optimization strategies Deliver clear, client-friendly explanations of complex planning solutions Internal Leadership & Collaboration Act as the firms subject-matter expert for estate and insurance solutions Partner with Wealth Advisors, Associate Advisors, and Planning Teams on case design and client strategy Support M&A integrations by reviewing insurance books and transitioning clients Mentor and train Advisors on insurance and estate fundamentals Develop internal best practices, workflows, and planning standards Business Development & Growth Participate in business development efforts related to insurance and estate planning Support Advisors with client presentations, second opinions, and technical credibility Strengthen relationships with key centers of influence (lawyers, accountants, tax specialists) Compliance & Documentation Ensure all insurance recommendations comply with CIRO, provincial regulatory bodies, and carrier requirements Maintain accurate records, needs analyses, and suitability documentation Stay current on regulatory changes, tax law updates, and product innovations Qualifications & Experience 10+ years of experience in insurance, estate planning, or advanced financial planning Licensed Life Insurance Advisor in applicable provinces Corporate insurance planning Taxation of insurance Strong client advisory and presentation skills Proven ability to collaborate across multidisciplinary teams Experience working with discretionary portfolio management firms Exposure to M&A client transitions or multi-advisor environments is an asset Bilingual (English/French) considered a strong asset PWL takes great pride in providing unparalleled wealth management services to individuals and families across Canada. In this dynamic environment, we value doing what is right for clients, making evidence-based decisions, personal accountability, innovation and humility. To thrive in this role, you must be dedicated to continuous learning and development, with a steadfast commitment to delivering an exceptional client experience. How to Apply 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 30 years. 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. About the Hiring Process At PWL Capital, some of our job descriptions are developed or refined using AI-assisted tools to ensure clarity and consistency. However, we do not use AI or automated decision-making tools in our hiring process. All applications are received and reviewed by our People & Culture Team. We are committed to transparency in hiring. All candidates who interview for this role will receive an update on the hiring decision within 45 days of their final interview. #J-18808-Ljbffr