General 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 150 employees.

Position Summary

We are looking for a Talent Acquisition, HR Generalist to join our People & Culture team. This role will play a key part in attracting exceptional talent to PWL while supporting a broad range of People & Culture initiatives across the employee lifecycle.

This is a hands-on Talent Acquisition role with a specialization in full-cycle talent acquisition. You will work closely with hiring managers across PWL to understand their needs, source and assess candidates, manage recruitment processes, and deliver an exceptional candidate experience. You will also support broader HR activities including onboarding, employee relations, performance management, employee engagement, and other People & Culture initiatives.

The ideal candidate has 3–5 years of progressive HR experience, strong talent acquisition expertise and experience in the Canadian wealth management or financial services industry. You will recruit for a diverse range of roles across wealth management, financial planning, investment management, operations, technology, marketing and corporate functions.

This is a new position.

Key Responsibilities

Full-Cycle Recruitment

- Manage recruitment processes from initial intake through offer and onboarding handoff.
- Partner with hiring managers to define role requirements, develop recruitment strategies, and establish clear selection criteria.
- Develop job descriptions and recruitment materials.
- Source candidates through LinkedIn, qualified networks, referrals, job boards, and other channels.
- Conduct initial candidate conversations and assess candidates against role requirements and PWL's values.
- Coordinate interviews and provide guidance to hiring managers throughout the selection process.
- Manage candidate communications and ensure a timely, thoughtful, and professional experience.
- Support offer preparation, negotiations,



background checks and other pre-employment requirements.
- Maintain accurate recruitment information within our HR systems.
- Build and maintain talent pipelines for current and future hiring needs.

Candidate Experience & Talent Strategy

- Represent PWL to candidates and communicate our culture, work and employee experience.
- Build strong relationships with candidates, including passive talent and individuals who may be a fit for future opportunities.
- Bring candidate and market insights to hiring managers and the broader People & Culture team.
- Stay current on talent acquisition practices, tools and trends relevant to the Canadian wealth management and financial services market.
- Identify opportunities to improve recruitment processes, candidate experience, and talent attraction.
- Partner with external recruitment firms and other talent partners when appropriate.

Ad-Hoc HR Generalist Support

- Provide HR support to employees and managers across the employee lifecycle as required.
- Support onboarding and offboarding activities to help ensure consistent employee experience.
- Provide guidance on HR policies, practices and processes, escalating complex matters to the Head of People & Culture as appropriate.
- Support employee relations and performance management processes.
- Support employee engagement, learning and development, talent management and other People & Culture programs.
- Maintain accurate employee records and HR documentation.
- Contribute to the development and implementation of HR policies, programs, and processes.
- Support broader People & Culture projects and initiatives as required.

Qualifications & Experience

- 3-5 years of significant Talent Acquisition or recruitment experience with broader HR Generalist experience across the employee lifecycle.
- Strong demonstrated ability to independently manage recruitment processes and build trusted relationships with hiring managers and candidates.
- Hands-on experience supporting broader HR functions, including onboarding, employee relations,



performance management, employee engagement, and HR operations.
- Bilingualism in English and French is required.
- Experience in the Canadian wealth management or financial services industry.
- Strong relationship-building, communication and organizational skills.
- Sound judgment and discretion when handling confidential information.
- Proactive, resourceful and solutions-oriented approach.
- Confidence working with employees and leaders at all levels of an organization.
- Strong written and verbal communication skills.
- CHRP designation or progress toward a CHRP is an asset.

Work Environment 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 over 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.

Job Types: Full-time, Permanent

Pay: $90,000.00-$105,000.00 per year

Benefits

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care
- Work from home

Application question(s):
- Are you fully bilingual in English and French, both written and spoken?

Work Location: Hybrid remote in Ottawa, ON K1S 2E1

📌 Talent Acquisition, HR Generalist (Ottawa)
🏢 PWL Capital
📍 Ottawa