Director Wealth Management

2 weeks ago

Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time
Join a top-tier financial institution known for its excellence in wealth management, client-focused solutions, and industry leadership. This organization serves high-net-worth individuals, families, and businesses, offering a full suite of investment, estate, and financial planning services.

As a Director of Wealth Management, you will play a key role in driving strategic growth, developing client relationships, and leading a high-performing advisory team. This is an opportunity to join a dynamic environment that values innovation, collaboration, and a commitment to delivering exceptional financial solutions.

Responsibilities of the Director, Wealth Management is as follows but not limited to:

- Provide expert guidance on complex accounting matters, addressing technical inquiries and communicating insights to senior leadership throughout the issue lifecycle.
- Oversee the financial close process, ensuring accurate and timely reporting of results, as well as preparing key disclosures for senior management and external reporting.
- Manage internal controls and governance, driving a risk-based approach to SOX and non-SOX processes, identifying emerging risks, and maintaining a strong control environment.
- Oversee financial infrastructure, including reporting structures, system enablement, and month-end close processes, continuously improving efficiency and control measures.
- Serve as the primary finance liaison across multiple business functions, collaborating with key regional and global teams to enhance financial oversight.
- Own the balance sheet attestation process, working with stakeholders to resolve recurring issues and strengthen financial controls.
- Foster strong relationships with business leaders and finance partners to drive strategic alignment and provide expert financial insights.

Requirements

- Professional accounting designation (CPA or equivalent) with 10+ years of experience, including expertise in financial reporting, regulatory disclosures, and internal controls.
- Proven leadership in managing teams and fostering collaboration across multiple stakeholders.
- Strong analytical mindset with a commitment to governance, proactive problem-solving, and a sense of urgency in issue resolution.
- Ability to manage multiple priorities in a fast-paced environment, handling high-level executive requests effectively.
- Excellent communication and leadership skills, with the ability to influence key stakeholders and drive alignment across diverse teams.
- Strong organizational, critical thinking, and problem-solving abilities.
- Capable of making independent decisions and adapting quickly to evolving responsibilities.
- Skilled in engaging with senior finance leaders and external auditors, presenting complex information clearly and concisely.

If you are already registered with The Mason Group, please contact your Recruiting Consultant directly with reference to job #19698.

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