Investment Accountant

1 month ago


Montreal, Canada Fed Finance Full time

Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.

Hi, I'm Christina, Recruitment and Business Development Consultant with Fed Finance, a recruitment agency specializing in finance and accounting. I work on two types of recruitment: temporary and permanent in the Greater Montreal area.
Our team of finance experts speaks your language and works in your environment. We cover the finance, accounting and payroll professions.

I'm looking for an Investment Accountant who will be responsible for the overall accounting and financial management of individuals, their holding companies, trusts and foundations. My client is located downtown Montreal. This is a permanent, hybrid position (2-3 days remote).

Your responsibilities:
- Handling customer accounting files
- Accounting for banking and investment transactions
- Preparation of financial statements
- Preparation of tax forms
- Follow-up of payment schedules
- Preparation of personal, corporate, and trust tax returns
- Preparation of annual foundation returns
- Participation in the development of financial, tax, and estate planning
- Coordination with the investment team

Your profile:
- Bachelor's degree in accounting or business administration
- Experience with investment accounting and personal taxation
- Minimum 3 years of relevant experience
- Bilingual, French and English
- CPA designation (an asset)
- Experience in an accounting firm (an asset)
- Knowledge of Caseware, DTMax, and TaxPrep (an asset)


  • Investment Accountant

    1 month ago


    Montreal, Canada Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career. Hi, I'm Christina, Recruitment and Business Development Consultant with Fed...


  • Montreal, Canada PSP’s Private Debt & Credit Investment (PDCI) group Full time

    Analyst, Investment Accounting and Financial ReportingApply locations: MontrealTime type: Full timePosted on: Posted 6 Days AgoJob requisition id: R3700ABOUT USWe’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as at March 31, 2024. We invest funds for the pension plans of the federal public service,...


  • Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Are you looking for a challenging role in investment accounting and financial reporting? We have an exciting opportunity for a Pension Investment Manager to join our team at PSP's Private Debt & Credit Investment (PDCI) group.About the Role:We are seeking a skilled analyst to work closely with our investment teams, providing critical support in investment...

  • Investment Accountant

    1 month ago


    Montreal, Quebec, G4F, CA Fed Finance Full time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.Hi, I'm Christina, Recruitment and Business Development Consultant with Fed...


  • Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Investment Accounting and Financial Reporting RoleWe are one of Canada's largest pension investment managers, with a significant presence in the market.Job Summary:As an Investment Accounting and Financial Reporting Analyst, you will be responsible for analyzing financial data and providing insights to support investment decisions.About Us:We invest funds...


  • Montreal, Quebec, Canada QUANTEAM - North America (RAINBOW PARTNERS Group) Full time

    About QUANTEAM - North America (RAINBOW PARTNERS Group):As a leading consulting firm specializing in Banking, Finance, and Financial Services, we at Quanteam collaborate across 10 international offices to deliver expert solutions to our clients. With a team of 1,000 consultants representing 35 nationalities, we provide comprehensive support to businesses...


  • Montreal, Quebec, Canada Addenda Capital inc. Full time

    Role OverviewAddenda Capital inc. is a unique asset management firm that stands out for value creation and its pursuit of sustainable wealth for clients.We employ close to 200 people at our head office in Montréal and in regional offices in Toronto, Guelph and Regina.The company has $37 billion in assets under management.About the JobThis role involves...


  • Montreal, Quebec, Canada Aon Hewitt Full time

    Job SummaryWe are seeking a Senior Investment Solutions Professional to join our team at Aon Hewitt. This is a hybrid role that offers the flexibility to work both virtually and from our Montreal office.About the RoleThe successful candidate will be responsible for delivering investment consulting services to institutional clients, including pension and...


  • Montreal, Quebec, Canada Banque Nationale du Canada Full time

    We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. At Banque Nationale du Canada, you'll have the opportunity to live up to your ambitions and make a positive impact on your own life as well as the lives of your clients and colleagues.Job DescriptionThis Investment Solutions Specialist role is...


  • Montreal, Quebec, Canada Aon Hewitt Full time

    Unlock Your Potential as a Senior Investment Solutions ConsultantWe are seeking an experienced and skilled Senior Investment Solutions Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting practice, you will be responsible for delivering investment consulting material and advice to institutional clients.Key...


  • Montreal, Canada State Street Full time

    p>Who we are looking forWe are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting and administrative support to premier private credit fund clients. Join this growing team that is passionate about building innovative solutions to revolutionize how State Street services our...

  • Investment Advisor

    1 month ago


    Montreal, Canada National Bank Full time

    Youtube Video As an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.  Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for...


  • Montreal, Quebec, Canada Transgate Global Careers Full time

    About the Role:Transgate Global Careers is seeking a highly skilled Investment Operations Assistant to join our team in Montreal. As an Investment Support Specialist, you will play a vital role in supporting the securities holdings books, records, and investor services systems.Key Responsibilities:Portfolio Operations & Securities Reconciliation:Support...


  • Montreal, Quebec, Canada QUANTEAM - North America (RAINBOW PARTNERS Group) Full time

    Quanteam, a consulting firm under the RAINBOW PARTNERS Group, is seeking a skilled Fund Accounting Functional Analyst with NAV to work closely with an Investment Bank based in Montreal.About QuanteamAs the founding entity of RAINBOW PARTNERS, our mission is guided by core values of closeness, teamwork, diversity, and excellence. With a team of 1,000 expert...


  • Montreal, Quebec, Canada National Bank Full time

    Unlock Your Potential as a Senior Investment Banking SpecialistBecome an integral part of our team at the National Bank, where you'll have the opportunity to make a positive impact on peoples' lives.About the Role:As a Senior Investment Banking Specialist, you will be responsible for taking calls from clients and answering their questions. You will also...

  • Investment Advisor

    1 month ago


    Montreal, Canada National Bank Full time

    Youtube VideoAs an Investment Advisor at the National Bank call centre, you'll live up to your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues.  Through your friendly approach and the quality of your advice, you'll provide clients with a personalized experience and recommend savings products for...


  • Montreal, Canada iA Financial Group Full time

    b>Job DescriptionVice-President, Investment Performance / Operations (Investments) / Quebec-Montreal-Toronto / HybridA seasoned team manager in the asset management field, you are a recognized leader with a strong customer focus. You have a keen sense of accountability and are focused on delivering concrete results. You are passionate about the analytical...


  • Montreal, Quebec, Canada State Street Full time

    OverviewState Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.In this roleYou will be a part of International Fund Services (IFS), acquired by State Street in 2002. IFS,...

  • Portfolio Manager

    7 hours ago


    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    About the RoleWe are seeking an experienced Portfolio Manager to join our Institutional Asset Management (IAM) team at National Bank Trust (NBT). In this role, you will be responsible for managing investment accounts of our institutional clients.As a Portfolio Manager, you will utilize your analytical and communication skills to have a positive impact on the...


  • Montreal, Quebec, Canada Société Financière Manuvie Full time

    Job Description:We are seeking a highly skilled Sales Director to promote our guaranteed investment products using a solutions-based sales approach. As part of our team, you will be responsible for achieving ambitious sales targets and establishing strong relationships with financial advisors.About the Role:Achieve sales growth by promoting new sales...