Current jobs related to Financial Planning Advisor - Montreal, Quebec - Richter

  • Senior Financial Planning Advisor

    3 weeks ago

    Montreal, Quebec, Canada Desjardins Group Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planning Advisor Developer to join our team at Desjardins Group.About the RoleAs a Senior Financial Planning Advisor, you will work closely with high-net-worth clients and business clients to provide personalized financial planning and wealth management support.Key ResponsibilitiesProvide...

  • Financial Planning Expert

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job Title: Financial Planning ExpertAbout the Role: As a Financial Planning Expert at Royal Bank of Canada, you will work closely with our advisors to deliver comprehensive, customized financial plans to high net worth clients. Your role will involve preparing financial plans that meet client needs in financial, investment, retirement, tax, risk management,...

  • Financial Planning Expert

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." The company helps its customers, their families, and communities achieve success through a broad range of advice, products, and services.Job DescriptionThe Senior Financial Planning Associate plays a crucial role in the ScotiaMcLeod team, supporting...

  • Senior Financial Planning Specialist

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    About the RoleWe are seeking a highly skilled Senior Advisor to join our Expertise Center team in Private Banking 1859 at National Bank. As a Senior Advisor, you will play a key role in supporting our expert advisors with financial planning and coordination, analyzing information and documents to produce comprehensive plans, and actively participating in...

  • Financial Planning Analyst

    3 weeks ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    About the Role:We're seeking a skilled Financial Analyst II to join our Group FP&A team at Intact Financial Corporation.As a Financial Analyst II, you'll play a crucial role in evaluating the financial performance of our global operations, preparing the weekly group forecast, contributing to the annual planning process, and providing various analyses to...

  • Senior Financial Planning Professional, Montreal

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through various advice, products, and services.A High-Paying OpportunityWe are offering a highly competitive salary of approximately $85,000 per year for this Senior Financial...

  • Internship Opportunity in Financial Planning

    2 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    About the Internship ProgramWe are seeking highly motivated and ambitious university students to join our Fall 2024, Winter 2025, and Summer 2025 internship program in financial planning.Key Responsibilities:Assist in creating, updating, and optimizing financial plans for clients.Participate in client prospecting and outreach activities.Contribute to the...

  • Centralized Planning Financial Services Expert

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Senior Financial Planner Centralized Planning GroupAbout the Role:Scotiabank is seeking a Senior Financial Planner to join our Centralized Planning Group. As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, leveraging your expertise in financial planning strategies and...

  • Financial Planning Consultant

    4 days ago

    Montreal, Quebec, Canada Royal Trust Corporation of Canada Full time

    We are seeking a Financial Planning Consultant to join our team at Royal Trust Corporation of Canada. As an integral member of our team, you will work closely with our advisors to deliver comprehensive financial plans to High Net Worth (HNW) clients. Your expertise in tax planning and financial planning will be essential in providing expert knowledge around...

  • Estate Planning Advisor Associate

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleThis is an exciting opportunity to join our team as an Estate Planning Advisor Associate. In this role, you will be responsible for providing high-quality administrative support to our Estate Planning Advisors, ensuring seamless day-to-day operations and exceptional client experiences.Key ResponsibilitiesAssist Estate Planning Advisors with...

  • Financial Planning Strategist

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Unlock Career OpportunitiesWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada. As a key member, you will be responsible for delivering comprehensive financial plans to High Net Worth (HNW) clients.Job Description:Develop personalized financial plans addressing client needs in financial, investment,...

  • Financial Planning Specialist

    1 month ago

    Montreal, Quebec, Canada Royal Trust Corporation of Canada Full time

    Job Title: Financial Planning SpecialistAt Royal Trust Corporation of Canada, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management team, you will play a critical role in delivering comprehensive financial plans to our high net worth clients.Key Responsibilities:Prepare customized financial...

  • Financial Planning Professional

    2 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the JobThis is an exciting opportunity to join The Toronto-Dominion Bank (Canada) as a Financial Planner. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and objectives.Company OverviewThe Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver...

  • Strategic Financial Advisor Leader

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    We are seeking an experienced Sales Leader to partner with our Canadian Banking regional leadership and Wealth Management team. As the Senior Manager, Financial Advisor, Investment & Retirement, you will oversee a team of Financial Advisors Investment & Retirement specialists (FAIRs) for an assigned market.Responsibilities will include coaching and...

  • Senior Financial Advisor

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryA career opportunity has arisen for a skilled Senior Financial Advisor to join our team in Montreal, Quebec. As a Senior Financial Advisor, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial...

  • Financial Planning Specialist

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to identify...

  • Client Service Associate

    3 weeks ago

    Montreal, Quebec, Canada MD Financial Management Full time

    About the RoleMD Financial Management is seeking a highly skilled and dedicated Client Service Associate to join our team. In this role, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Champion a customer-focused culture to deepen client relationships...

  • Strategic Financial Planning Expert

    2 weeks ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    We are seeking a highly skilled Strategic Financial Planning Expert to join our Group FP&A team at Intact Financial Corporation.The successful candidate will be responsible for preparing the weekly group forecast, contributing to the annual planning process, and performing ad-hoc analyses to support senior management's decision-making.About the RolePrepare...

  • Expert Financial Advisor

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job OverviewRoyal Bank of Canada is seeking an Expert Financial Advisor to join our team. As a seasoned financial professional, you will have the opportunity to work with mass affluent clients, providing them with tailored financial planning advice and helping them achieve their long-term goals.About the RoleWe are looking for a dynamic individual who can...

  • Financial Services Advisor

    1 week ago

    Montreal, Quebec, Canada Desjardins Full time

    About the RoleWe are seeking an experienced Financial Services Advisor to join our team at Desjardins. As a key member of our organization, you will be responsible for developing and maintaining long-term relationships with members and clients to ensure their financial needs are met.What We OfferOur ideal candidate will enjoy a competitive salary of $65,000...

Financial Planning Advisor

4 weeks ago

Montreal, Quebec, Canada Richter Full time

Richter is a Family Office | Business Advisory firm that provides strategic advice on business matters and the financial and personal goals of families across generations. As a Canadian Taxation Advisor, you will be part of a team of seasoned professionals recognized for their exceptional experience and expertise.

Key Responsibilities:

  • Provide comprehensive support to our clients for all their tax needs, including tax and estate planning, transaction support, tax compliance, and managing audits by tax authorities.
  • Assist our partners and team members in developing and implementing tax planning strategies.
  • Support our team in transactions to achieve clients' tax objectives, whether in the purchase or sale of a business or the transition of the business to the next generation.
  • Prepare memorandums for tax reorganizations, estate planning, or transaction support.
  • Identify tax issues, interpret and apply tax laws, and analyze case law or technical interpretations from tax authorities on various tax matters.
  • Prepare and review income tax returns for large corporations and identify planning opportunities.
  • Prepare special tax forms (branch tax returns, Regulation 105, T2057, etc.).
  • Conduct various tax attribute analyses in the context of tax planning or transactions (safe income analysis, surplus accounts, etc.) and understand the tax impact on the adopted strategy and client objectives.
  • Draft written submissions or notices of objection in the context of tax audits.
  • Participate in various training programs to gain exposure to different facets of our practice and develop a broad range of technical tax skills.

Requirements:

  • CPA or law degree obtained, CPA Canada's foundational tax course completed, or currently pursuing a master's degree in taxation.
  • Problem-solving skills, including ingenuity, analytical thinking, and creativity.
  • Computer skills and knowledge of Microsoft (Outlook, Word, Excel), TaxPrep, TaxnetPro/CCH, or other tax research software.
  • Strong interpersonal and organizational skills, with the ability to organize and present information clearly to clients and team members.
  • Ability to handle multiple projects simultaneously and meet tight deadlines.
  • Ability to work with enthusiasm and a strong commitment to customer service.
  • Proficiency in English is considered an asset for professional reasons and to serve external and/or internal English-speaking clients.

What We Offer:

  • Competitive benefits including group insurance, a health management account, savings plans, and employer contribution matching.
  • Employee and family assistance programs, including consultations with mental health professionals.
  • Annual health and wellness program.
  • Hybrid work environment.
  • Competitive performance bonus.
  • Tuition reimbursement.
  • Reimbursement of professional dues.
  • Academic incentives.
  • Client referral bonus.
  • Access to on-demand concierge services, childcare, and tutoring.
  • Annual employee rewards and recognition.

Richter is a firm that actively promotes an entrepreneurial spirit and values the human aspect of business.