Financial Services Professional

5 days ago


Montreal, Quebec, Canada Richter Full time

Overview of the Role

Richter Family Office is a trusted advisor to high-net-worth families and businesses, providing personalized financial planning and management services.

About the Job

We are seeking an experienced Accounting Specialist to join our team in Montreal, Canada. The successful candidate will be responsible for performing investment bookkeeping, reconciliations, and other accounting tasks to support our clients' financial needs.

Key Responsibilities

  • Perform investment bookkeeping, including reconciliation with broker statements and tax reporting slips
  • Full cycle bookkeeping, including A/P, A/R, bank, and credit card reconciliation, and month-end journal entries
  • Preparation of supporting documents for year-end preparation for internal accounting team
  • Correspondence with Canada Revenue Agency and Revenue Quebec as required

Requirements

  • University degree, college diploma, or diploma of vocational studies (DEP)
  • Investment bookkeeping experience (an asset)
  • 2-5 years of relevant bookkeeping experience
  • Knowledge and experience in various software applications, including QuickBooks, SAGE CaseWare, Caseiew, Write Up, Tax Prep, Excel, and other MS Office Applications
  • Self-starter attitude with well-developed time management skills and commitment to meeting deadlines
  • Proven problem-solving capabilities, including ingenuity, analytical skills, and creativity
  • Exceptional technical skills and attention to detail
  • Strong interpersonal and organizational skills with ability to organize, prepare, and present information clearly to clients and team
  • Public accounting experience will be a definite plus

What We Offer

  • A competitive salary range of $65,000 - $85,000 per annum, depending on experience
  • The opportunity to work in a dynamic and supportive team environment
  • Ongoing professional development and training opportunities
  • A comprehensive benefits package, including group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
  • Employee and Family Assistance Programs, including consultations with mental health professionals
  • Holiday pay and vacation time
  • Opportunities for career advancement and growth within the company


  • Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    About The Maples GroupThe Maples Group is a leading global financial services provider, trusted by top hedge fund managers, private equity firms, and international corporations.Job SummaryWe are seeking a highly skilled Finance Manager to join our team in Montreal, Canada.Key ResponsibilitiesProvide financial leadership and guidance to the...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: ConfidentialAt Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As an Investment & Personal Banking Specialist, you will play a vital role in providing exceptional service to our customers.About the RoleThis is an exciting opportunity for a seasoned banking professional to connect with customers, build...


  • Montreal, Quebec, Canada Kakkar CPA Professional Corporation Full time

    Kakkar CPA Professional Corporation is seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our accounting team, you will be responsible for the following:• Preparing monthly and annual financial statements• Assisting with Review Engagements• Assisting with Compilation engagements• Preparing government reports...


  • Montreal, Quebec, Canada Momentum Financial Services Group Full time

    Une carrière dynamique dans les services financiersVous recherchez un défi professionnel stimulant et une opportunité de croissance professionnelle ? Le poste de Conseiller en services financiers expérimenté est l'endroit idéal pour vous.Description du posteNous recherchons un individu compétent et passionné qui souhaite rejoindre notre équipe de...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    Job Title: Bilingual Financial Services ConsultantJob Summary:We are seeking a highly skilled Bilingual Financial Services Consultant to join our team at Sun Life Financial. As a Bilingual Financial Services Consultant, you will be responsible for providing exceptional customer service to our clients by answering their insurance-related inquiries and...


  • Montreal, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a skilled Financial Services Professional to join our team at National Bank. This exciting opportunity will allow you to offer wealth management services and advice to high-net-worth clients.Your ResponsibilitiesProvide administrative support to bankers or private bankers, ensuring follow-up and exceptional customer...


  • Montreal, Quebec, Canada MD Financial Management Full time

    Job DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    We are seeking a Client Service Leadership Professional to join our team at Sun Life Financial.About the RoleThis role involves providing service excellence to plan sponsors, members, advisors, and team members. The ideal candidate will have experience in customer service environments and be able to multitask effectively. Bilingualism (French and English) is...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 191861At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture.Key Responsibilities:Develop and maintain strong knowledge of customized commercial lending, risk management, financial products, and services.Provide expert advice on wealth management and retail lending solutions.Collaborate...


  • Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    Job DescriptionWe are seeking an accomplished Data Intelligence Analyst to join our Business Technology team at The Maples Group, a global leader in financial services. This role is part of our financial services business in Montreal and reports directly to the Business Technology Manager.The successful candidate will support the Business Technology Team by...


  • Montreal, Quebec, Canada goeasy Full time

    Job Summary:We are seeking a skilled Multilingual Financial Services Professional to join our team in Canada. This role involves delivering exceptional customer service to our clients across the country, focusing on providing pre-approved personal loans that meet their needs.About Us:Goeasy is a publicly-traded company on the TSX with a strong track record...


  • Montreal, Quebec, Canada Scotiabank Full time

    At Scotiabank, we're committed to helping our customers achieve their financial goals. We're seeking a highly motivated and customer-centric individual to join our team as a Strategic Financial Services Professional.About the RoleThis is an exciting opportunity for someone who is passionate about delivering exceptional financial services to our customers. As...


  • Montreal, Quebec, Canada The Maples Group (Financial Services) Full time

    Senior Finance Manager Position at The Maples GroupJoin The Maples Group, a global leader in financial services, as a Senior Finance Manager - Reporting and Analysis. This role is based in Montreal, Canada.About The Maples GroupThe Maples Group is a trusted partner for many of the world's largest hedge fund managers, private equity firms, and other financial...


  • Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Senior Financial Services Professional to join our team at NBC. This is an exciting opportunity to work in a dynamic environment where you will have the chance to make a positive impact on people's lives.


  • Montreal, Quebec, Canada NBC Full time

    OverviewNational Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada, providing exceptional client experiences through close to 1,000 investment advisors managing assets for more than 400,000 clients across about 100 branches.Salary and CompensationAs a key member of our team, you can expect a competitive...


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

    OverviewWe are seeking a highly skilled Financial Services Manager to join our team in supporting commercial clients. As part of our Business & Private Management 1859 sector, you will be working closely with professionals who share your passion for delivering exceptional financial solutions.About the RoleThe Financial Services Manager role involves playing...


  • Montreal, Quebec, Canada NBC Full time

    Job Title: Banking AdvisorAt NBC, we're committed to providing exceptional banking services to our clients. As a Banking Advisor, you'll play a vital role in delivering personalized banking solutions that meet the unique needs of our clients.Key Responsibilities:Provide expert advice on personal banking and investment products to clients.Develop and maintain...


  • Montreal, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Professional to join our team as a Branch Advisor. This is an exciting opportunity for a motivated individual who is passionate about delivering exceptional client experiences.In this role, you will be responsible for providing personalized financial advice and guidance to...


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

    Exciting Opportunity for a Senior Commercial Financial Services ProfessionalWe are seeking an experienced and results-driven individual to join our team as a Senior Commercial Financial Services Professional. This role will involve delivering exceptional client service, building strong relationships with commercial clients, and providing tailored financial...


  • Montreal, Quebec, Canada Scotiabank Full time

    Role OverviewAs a Financial Advisor Investment, you will play a key role in delivering trusted financial advice to customers and driving sales growth for Scotiabank.Key ResponsibilitiesProvide expert financial advice and guidance to customers, leveraging your knowledge of financial planning tools and resources.Build strong relationships with customers,...