Accounting or financial Advisor
4 weeks ago
Join to apply for the Accounting or Financial Advisor role at Patrimonica Advisory Inc. Get AI-powered advice on this job and more exclusive features. The candidate will be responsible for the accounting and financial management of certain individuals, their holding companies, trusts, and foundations. Responsibilities include preparing financial statements, tax returns, and participating in financial and tax planning. The role also involves proactively managing family finances and addressing various financial issues. Position Description Manage accounting records for families and follow-up on transactions Account for investment transactions Prepare quarterly and annual financial statements Follow-up on payment schedules Prepare income tax returns for individuals, corporations, and trusts Prepare annual declarations for foundations Participate in financial, tax, and estate planning Coordinate with the investment team Requirements Bachelor’s degree in accounting or administration (accounting option) Accounting designation is an asset Minimum 3 years relevant experience Experience in a chartered accounting firm is an asset Knowledge of Caseware, DTMax, and TaxPrep is an asset Bilingual in French and English Personal Skills and Abilities Strong management and organizational skills Interest in taxation Teamwork aptitude Effective communication skills Meticulousness and discretion Workplace: 1130 Sherbrooke Street West, Montréal – Hybrid work model Salary: $70K-$90K, negotiable based on experience, with potential for advancement Additional compensation: Performance bonus Benefits include: Group insurance (disability, dental), Group RRSP Employment: Permanent, full-time, flexible schedule Why Work at Patrimonica? Join a dedicated team managing the finances of wealthy families Build relationships with influential clients Personal and professional growth opportunities Work in a balanced environment The text uses masculine gender for readability and comprehension. Additional Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industry: Investment Management #J-18808-Ljbffr
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Montreal-Ouest, Canada Desjardins Full timeAdvisor, Accounting Standards and Financial Governance Join to apply for the Advisor, Accounting Standards and Financial Governance role at Desjardins. As an accounting standards and financial governance advisor, you help design, institute and update the organization’s financial governance and internal auditing policies, strategies and tools. You present...
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Montreal, Quebec, Canada iA Financial Group Full time $80,000 - $120,000 per yearJob DescriptionBuild the future with usAre you driven by the financial services industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Senior Accounting Advisor, you will play a key role in supporting the PPI subsidiary through expert financial analysis, reporting, and...
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Montreal-Ouest, Canada Desjardins Full timeSenior Advisor, Accounting standards and financial governance Join to apply for the Senior Advisor, Accounting standards and financial governance role at Desjardins. As a senior accounting standards and financial governance advisor, you will help design, institute and update the organization’s financial governance and internal auditing policies, strategies...
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Montreal West, Canada Desjardins Full timeSenior Advisor, Accounting standards and financial governance Join to apply for the Senior Advisor, Accounting standards and financial governance role at Desjardins. As a senior accounting standards and financial governance advisor, you will help design, institute and update the organization’s financial governance and internal auditing policies, strategies...
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Independent Financial Advisor — Unlimited Income
4 weeks ago
Montreal, Canada Sun Life Financial Full timeA leading company, Sun Life Financial, seeks passionate individuals for the role of Financial Advisor in Montreal. With opportunities for unlimited income potential and flexible working conditions, successful advisors make a significant impact in their clients' lives. If you are driven, motivated, and looking to build a rewarding career helping others...
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Independent Financial Advisor — Unlimited Income
4 weeks ago
Montreal, Canada Sun Life Financial Full timeA leading company, Sun Life Financial, seeks passionate individuals for the role of Financial Advisor in Montreal. With opportunities for unlimited income potential and flexible working conditions, successful advisors make a significant impact in their clients' lives. If you are driven, motivated, and looking to build a rewarding career helping others...
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Independent Financial Advisor — Unlimited Income
3 weeks ago
Montreal, Canada Sun Life Financial Full timeA leading company, Sun Life Financial, seeks passionate individuals for the role of Financial Advisor in Montreal. With opportunities for unlimited income potential and flexible working conditions, successful advisors make a significant impact in their clients' lives. If you are driven, motivated, and looking to build a rewarding career helping others...
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Senior Accounting Advisor
3 weeks ago
Montreal, Canada NBC Full timeJob Number27134TitleSenior Professional – Senior Accounting Advisor in Banking ProductsLocationMontreal, Quebec, CanadaJob TypeFull-Time – PermanentOverviewAs a Senior Accounting Advisor in Banking Products, you will bring solid expertise in accounting, influence decisions, and align with business objectives and project needs.ResponsibilitiesAct as an...
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financial advisor
3 weeks ago
Montreal, Canada MNP LLP Full timePosition Title Financial Advisor Job Details Education: Bachelor's degree Experience: 1 year to less than 2 years Workplace: Hybrid (in person and remote) Health benefits: Dental plan, Disability benefits, Health care plan, Paramedical services coverage, Vision care benefits Financial benefits: Bonus, Group insurance benefits, Life insurance, Pension plan,...
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Senior Financial Planning Advisor
4 weeks ago
Montreal, Canada National Bank of Canada Full timeSenior Financial Planning Advisor National Bank of Canada invites applications for the Senior Financial Planning Advisor role. The position supports clients and National Bank Financial (NBF) investment advisors in their financial planning needs by providing comprehensive financial plans and advanced expertise in taxation and estate planning. Responsibilities...
