Verified Job
Field Sales
Client Success Specialist (Business Development)
Field Sales
#779606
Remote / WFH
PWL Capital Inc.
Job Description
General Description
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
This is a newly created role at the heart of PWL's growth strategy. As the Client Success Specialist focusing on Business Development, you will play a pivotal role in driving client acquisition by owning the early stages of the client journey. You will transform marketing-generated interest into qualified client conversations, develop lead nurturing strategies that build meaningful relationships, and partner closely with our Marketing, Advice, and Client Experience teams to ensure a seamless transition from prospect to client.
This is a proactive, relationship-focused role for someone who is commercially minded, naturally curious, and energized by connecting with prospective clients. You will qualify leads, match clients with the right advisor, maintain accurate CRM data, and continuously identify opportunities to improve the client acquisition process. Working at the intersection of marketing, business development, and client experience, your contributions will have a direct and measurable impact on PWL's continued growth and success.
Key Responsibilities
Own the lead triage process by assessing, qualifying, and routing incoming leads daily to ensure timely and accurate follow-up.
Develop and execute nurture strategies for prospects who are not yet ready to move forward, maintaining engagement and keeping PWL top of mind.
Proactively engage marketing-qualified leads to guide them through the client acquisition process.
Conduct introductory calls with prospective clients to assess fit, understand their needs, and build early rapport.
Match qualified prospects with the appropriate advisor based on specialization, capacity, and overall client fit.
Partner closely with the Marketing team to support campaigns and provide insights into prospect needs, questions, objections, and feedback.
Share prospect insights, lead trends, and market feedback to help refine messaging, content, and targeting strategies.
Collaborate with advisors to ensure seamless handoffs and deliver a high-touch experience from initial contact through onboarding.
Maintain accurate and up-to-date CRM records, including lead status, communications, qualification details, and conversion metrics.
Monitor pipeline activity and performance data to identify trends and uncover opportunities to improve conversion rates.
Stay informed on PWL’s evolving offerings, investment philosophy, and advisor specializations to confidently represent the firm to prospective clients.
Qualifications
2–4 years of experience in business development, sales, marketing, or a related role, ideally within the financial services or professional services industry.
Proven ability to manage a sales pipeline, nurture relationships, and effectively guide prospects through the decision-making process.
Strong communication skills, with the ability to confidently engage with prospects by phone, email, and other communication channels while representing a premium brand with professionalism and credibility.
Fluency in both English and French, written and spoken, is required.
Experience with CRM systems and a disciplined approach to maintaining accurate and up-to-date client and prospect data is an asset.
Genuine curiosity about financial services and a desire to continuously build knowledge and expertise in the industry.
A college diploma or bachelor’s degree in finance, business, marketing, or a related field is an asset.
Pursuit of financial planning or investment management credentials is considered 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
Benefits:
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off
RRSP match
Tuition reimbursement
Vision care
Work from home
Application question(s):
Are you legally eligible to work in Canada?
Work Location: Hybrid remote in Montréal, QC
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
This is a newly created role at the heart of PWL's growth strategy. As the Client Success Specialist focusing on Business Development, you will play a pivotal role in driving client acquisition by owning the early stages of the client journey. You will transform marketing-generated interest into qualified client conversations, develop lead nurturing strategies that build meaningful relationships, and partner closely with our Marketing, Advice, and Client Experience teams to ensure a seamless transition from prospect to client.
This is a proactive, relationship-focused role for someone who is commercially minded, naturally curious, and energized by connecting with prospective clients. You will qualify leads, match clients with the right advisor, maintain accurate CRM data, and continuously identify opportunities to improve the client acquisition process. Working at the intersection of marketing, business development, and client experience, your contributions will have a direct and measurable impact on PWL's continued growth and success.
Key Responsibilities
Own the lead triage process by assessing, qualifying, and routing incoming leads daily to ensure timely and accurate follow-up.
Develop and execute nurture strategies for prospects who are not yet ready to move forward, maintaining engagement and keeping PWL top of mind.
Proactively engage marketing-qualified leads to guide them through the client acquisition process.
Conduct introductory calls with prospective clients to assess fit, understand their needs, and build early rapport.
Match qualified prospects with the appropriate advisor based on specialization, capacity, and overall client fit.
Partner closely with the Marketing team to support campaigns and provide insights into prospect needs, questions, objections, and feedback.
Share prospect insights, lead trends, and market feedback to help refine messaging, content, and targeting strategies.
Collaborate with advisors to ensure seamless handoffs and deliver a high-touch experience from initial contact through onboarding.
Maintain accurate and up-to-date CRM records, including lead status, communications, qualification details, and conversion metrics.
Monitor pipeline activity and performance data to identify trends and uncover opportunities to improve conversion rates.
Stay informed on PWL’s evolving offerings, investment philosophy, and advisor specializations to confidently represent the firm to prospective clients.
Qualifications
2–4 years of experience in business development, sales, marketing, or a related role, ideally within the financial services or professional services industry.
Proven ability to manage a sales pipeline, nurture relationships, and effectively guide prospects through the decision-making process.
Strong communication skills, with the ability to confidently engage with prospects by phone, email, and other communication channels while representing a premium brand with professionalism and credibility.
Fluency in both English and French, written and spoken, is required.
Experience with CRM systems and a disciplined approach to maintaining accurate and up-to-date client and prospect data is an asset.
Genuine curiosity about financial services and a desire to continuously build knowledge and expertise in the industry.
A college diploma or bachelor’s degree in finance, business, marketing, or a related field is an asset.
Pursuit of financial planning or investment management credentials is considered 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
Benefits:
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Paid time off
RRSP match
Tuition reimbursement
Vision care
Work from home
Application question(s):
Are you legally eligible to work in Canada?
Work Location: Hybrid remote in Montréal, QC
