Fund Accounting Senior Advisor
2 days ago
A career as a Senior Advisor in the Investment Funds Accounting and taxation team at National Bank means participating in the transformation and having a direct impact on clients. This job offers the opportunity to evolve in a complex environment, helping to identify business issues and meet the needs of various stakeholders in order to support the implementation of strategic initiatives. National Bank's Investment Funds Administration team is responsible for calculating the unit prices of investment funds and producing their financial statements and tax returns. Your job Analyze the tax situation of investment funds and make recommendations Coach a team of 10 professionals responsible for delivering the various activities Guide the team and help calculate distributions and produce tax returns for investment funds Manage a strategic relationship with internal and external partners in order to establish a collaborative relationship, influence decisions and promote increased activity volume Develop, implement and develop effective controls and work tools to achieve high quality standards, thereby ensuring the integrity of financial data when calculating investment funds Calculate income distributions and capital gains and file tax returns for investment funds Participate in, coordinate and monitor projects Collaborate and contribute to improving activities and processes Your team You are part of a team of 12 professional management colleagues in Operations investments and will report to the Senior Director - Funds Accounting. With tax and accounting experts, we analyze and interpret data in order to make the best decisions for our clients and partners while meeting the challenges of tax and securities legislation. Prerequisites Master's degree in taxation, completed or in progress and 6 years of relevant experience Accounting designation (CPA) Experience producing tax returns for trusts and corporations Individual and team coaching experience and skills development Knowledge of investment funds and trusts Knowledge of tax, accounting and securities standards that apply to investment funds Mastery of Excel (complex formulas and pivot tables) Ability to maintain performance in a demanding environment and manage priorities well Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team? Come live your ambitions with us
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Fund Accounting Senior Advisor
2 days ago
Montréal, QC, Canada National Bank Full timeA career as a Senior Advisor in the Investment Funds Accounting and taxation team at National Bank means participating in the transformation and having a direct impact on clients. This job offers the opportunity to evolve in a complex environment, helping to identify business issues and meet the needs of various stakeholders in order to support the...
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Fund Accounting Senior Analyst
2 days ago
Montréal, QC, Canada National Bank Full timeA career in accounting and taxation at National Bank means contributing to the Bank's transformation and having a direct impact on clients. As a Senior Analyst, you will work in a complex sector to help understand business issues and respond to the needs of different stakeholders to support the implementation of important initiatives. National Bank's...
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Senior Advisor, Life and health insurance
2 weeks ago
Montréal, QC, Canada Desjardins Full timeAs a senior life and health insurance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include...
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Senior Advisor, Life and health insurance
2 weeks ago
Montréal, QC, Canada Desjardins Group Full timeAs a senior life and health insurance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include...
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Senior Client Accountant
2 weeks ago
Montréal, QC, Canada Maples Group Full timePosition: Senior Client Accountant – Client Accounting Location: Montreal About Us The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a global...
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Senior Client Accountant
2 weeks ago
Montréal, QC, Canada Maples Group Full timePosition: Senior Client Accountant – Client Accounting Location: Montreal About Us The Maples Group is a global leader in financial services, trusted by many of the world’s largest hedge fund managers, private equity firms, and international corporations. Our side-by-side financial and legal teams consistently deliver award-winning services to a global...
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Advisor, Total Fund Solutions
6 days ago
Montréal, QC HB E, Canada PSP Investments Full timeABOUT USWe're one of Canada's largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and...
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Senior Analyst Funds Administration
7 days ago
Montréal, QC, Canada National Bank Full timeA career as a Senior Fund Administration Analyst on the Rating & Appraisal team at National Bank means contributing to the achievement of various deliverables by working in synergy with your team. Your leadership, experience with derivatives and knowledge of the exchange-traded fund ecosystem and finance have a positive impact on the client experience. Your...
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Bilingual Mutual Fund Administrator
2 weeks ago
Montréal, QC, Canada Manulife Full time €51,375 - €85,625The Mutual Fund Operations team ensures accurate and timely processing of financial and non-financial transactions, supporting advisors and dealerships with exceptional service. As a Bilingual Service Associate, you will focus on transaction processing, related communications, and quality control while assisting with settlement activities and reporting. Over...
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Bilingual Mutual Fund Administrator
2 weeks ago
Montréal, QC, Canada Manulife Full time €51,375 - €85,625The Mutual Fund Operations team ensures accurate and timely processing of financial and non-financial transactions, supporting advisors and dealerships with exceptional service. As a Bilingual Service Associate, you will focus on transaction processing, related communications, and quality control while assisting with settlement activities and reporting. Over...