Job Description

Company 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 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

The People & Culture Specialist plays an integral role in supporting all aspects of the employee lifecycle, including recruitment, onboarding, training, engagement, retention, and offboarding. The candidate is required to be fluent in English and French to play a key part in supporting all aspects of the employee cycle.

This position is ideal for an early-career professional eager to develop their skills in human resources and learn from an experienced People & Culture team in a collaborative, high-performance environment. Working closely with the Senior People & Culture Specialist and the Head of People & Culture, the successful candidate will help strengthen internal processes, enhance employee experience, and promote a culture that reflects PWL's core values.

Key Responsibilities

Recruitment & Talent Acquisition

Support the development and execution of recruitment strategies alongside the Senior People & Culture Specialist. Prepare and submit job descriptions for compliance and marketing approval, and post across relevant channels. Monitor applicant flow, maintain organized candidate records, and communicate updates to the P&C team. Contribute creative ideas to enhance sourcing and employer branding initiatives. Coordination of recruitment process as needed.
Interview Coordination

Learn and apply the WHO hiring methodology. Schedule and coordinate candidate interviews, maintaining accurate files (resumes, notes, references, etc.). Participate in interviews as an observer and note-taker and assist with reference collection and documentation.
Hiring & Onboarding and M&A Integration

Assist with verbal and written offer preparation, background checks, and contract documentation for all organic and inorganic growth opportunities. Coordinate onboarding logistics with IT, Finance, Marketing, Operations, and Compliance to ensure a seamless start for new employees. Manage onboarding schedules, send e-signature packages, and track completion of required documents. Participate in first-week onboarding activities and collect feedback to improve the new hire experience. Ongoing management of employee files
Training & Process Improvement

Maintain up-to-date job profiles and assist with license transfers and compliance documentation. Support the execution of training programs for new and licensed employees. Develop and document standard operating procedures (SOPs) to enhance consistency and efficiency within P&C operations.
Employee Engagement & Retention

Support the execution of company-wide retention and culture-building initiatives. Manage the shared HR inbox, maintain employee benefit profiles, and process expense reports. Lead internal communications, including reboot of monthly newsletter and engagement updates. Coordinate employee events such as sports leagues, quarterly socials, and other P&C-led programs. Contribute to the design and maintenance of the P&C SharePoint site and assist with research on HR best practices. Supporting in the development and maintenance of HR files, dashboards, reports Recommend new approaches, policies, and procedures aligned with People & Culture goals.
Offboarding & Exits

Administer all aspects of the employee offboarding process, including coordination with relevant departments. Prepare termination letters, update employee records, manage system access removal, and coordinate equipment returns. Maintain and refine offboarding procedures to ensure a consistent and professional employee exit experience.

Qualifications & Skills

Fluent in French and English Bachelor's degree or diploma in Human Resources, Business Administration, or related field. 0-2 years of experience in an HR or People & Culture support role (internship or co-op experience considered an asset). Excellent organizational and time management skills, with strong attention to detail. Clear and professional written and verbal communication abilities. Demonstrated ability to handle confidential information with discretion. Proficiency in Microsoft Office and comfort learning new systems and applications. Collaborative, proactive, and eager to learn in a dynamic team environment.

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 almost 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.

Job Type: Full-time

Benefits:

Dental care Disability insurance Employee assistance program Extended health care Life insurance RRSP match Vision care Wellness program Work from home
Application question(s):

Are you legally eligible to work in Canada? What are your salary expectations?
Experience:

HR or People & Culture support: 1 year (preferred)
Language:

English (required) French (required)
Location:

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