Senior Director of Consulting Services

3 weeks ago


Montreal, Quebec, Canada Patrimonica Full time
Job Title: Senior Director of Consulting Services

In this key leadership role, you will oversee the management of client files, review the work of advisors and directors, and ensure the timely and accurate delivery of consulting services. Your expertise will be instrumental in driving the success of our clients and the growth of our team.

Key Responsibilities:
  • Participate in client meetings to understand their needs and expectations
  • Manage and supervise mandates and deadlines
  • Review and revise financial statements and tax returns prepared by advisors and directors
  • Prepare and present financial statements and tax returns to clients
  • Participate in the management of the mandate calendar
  • Provide staff training and development opportunities
  • Carry out special mandates, including financial planning, inheritance, and tax reorganization
  • Prepare service offers and presentations
  • Participate in customer invoicing
  • Collaborate with the investment team on tax aspects of investment policy
Requirements:
  • Minimum 10 years of relevant experience
  • CPA title
  • Experience in an accounting firm
  • In-depth knowledge of taxation
  • Proficient knowledge of investment accounting
  • Experience with holding companies, trusts, and foundations
  • Bilingualism (English and French)
Personal Skills and Abilities:
  • Rigor and attention to detail
  • Strong leadership skills
  • Excellent time management and work organization skills
  • Ability to solve practical problems and achieve results
  • Team spirit and positive attitude
  • Excellent written and oral communication skills
Work Environment:

1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in-office

Compensation:

Competitive salary, to be discussed according to skills and experience – 150K$ +

Other Benefits:

Generous group insurance plan, including disability and dental insurance. Group RRSP with employer contribution and other benefits.

Employment Status:

Permanent, full-time – flexible schedule

Why Work at Patrimonica?

To join a dynamic group dedicated to the financial supervision of wealthy families. To build a privileged relationship with people of stature and influence and contribute to their success. To grow personally and professionally. To work in an environment that fosters work/life balance.

The use of the masculine gender has been used to lighten the text and make it easier to read. The position is open to anyone who meets the requirements of the position, without discrimination.



  • Montreal, Quebec, Canada Recrutement Full time

    Senior Director, Consulting ServicesAs a senior director, consulting services, you will be responsible for managing client files, reviewing the work of advisors and directors, and ensuring the timely and accurate completion of consulting projects. You will also provide support and training to the team, participate in clients' financial and estate planning,...


  • Montreal, Quebec, Canada Recrutement Full time

    Senior Director, Consulting ServicesAs a senior director, consulting services, you will be responsible for managing client files, reviewing the work of advisors and directors, and ensuring the timely and accurate completion of consulting projects. You will also provide support and training to the team, participate in clients' financial and estate planning,...


  • Montreal, Quebec, Canada Recrutement Full time

    Senior Director, Consulting ServicesAs a senior director, consulting services, you will be responsible for managing client files, reviewing advisor and director files, and ensuring the timely and accurate completion of consulting projects. You will also provide support and training to the team, participate in client financial and estate planning, and provide...


  • Montreal, Quebec, Canada Recrutement Full time

    Senior Director, Consulting ServicesAs a senior director, consulting services, you will be responsible for managing client files, reviewing advisor and director files, and ensuring the timely and accurate completion of consulting projects. You will also provide support and training to the team, participate in client financial and estate planning, and provide...


  • Montreal, Quebec, Canada Recrutement Full time

    SENIOR DIRECTOR, CONSULTING SERVICESThe Senior Director, Consulting Services will oversee the management of client files, review the work of advisors and directors, and ensure the timely and accurate completion of consulting projects. This role involves providing support and training to the team, participating in clients' financial and estate planning, and...


  • Montreal, Quebec, Canada Patrimonica Full time

    Job Description:We are seeking a highly experienced Senior Director of Consulting Services to join our team at Patrimonica. This role is responsible for leading the consulting team in managing client files, reviewing advisor and director files, and ensuring the accuracy of financial statements.Key Responsibilities:Participate in client meetings to understand...


  • Montreal, Quebec, Canada Recrutement Full time

    SENIOR DIRECTOR, CONSULTING SERVICES EXPERTWe are seeking a seasoned Senior Director, Consulting Services Expert to join our team at Recrutement. As a key member of our consulting team, you will be responsible for managing client files, reviewing the work of advisors and directors, and providing support and training to the team.Your Key Responsibilities:...


  • Montreal, Quebec, Canada Patrimonica Full time

    Job SummaryThe Senior Director of Consulting Services will be responsible for managing client files, reviewing advisor and director files, and overseeing the consulting team to ensure timely and accurate work. This role requires a strong leadership presence, excellent communication skills, and a deep understanding of taxation and investment accounting.Key...


  • Montreal, Quebec, Canada Recrutement Full time

    SENIOR DIRECTOR, CONSULTING SERVICES EXPERTThe Senior Director, Consulting Services Expert will oversee client files, review advisor and director files, and manage the consulting team to meet deadlines and ensure accuracy. This role involves providing support and training to the team, participating in clients' financial and estate planning, and offering...


  • Montreal, Quebec, Canada Patrimonica Full time

    Job Summary:We are seeking a Senior Director of Consultancy Services to lead our team in providing exceptional financial services to our clients.Key Responsibilities:Participate in client meetings to understand their expectations and needsManage and supervise mandates and deadlinesReview accounts and financial statements prepared by advisors and...


  • Montreal, Quebec, Canada Patrimonica Full time

    Job DescriptionAs a Senior Director of Consulting Services at Patrimonica, you will be responsible for leading a team of professionals in providing financial supervision to wealthy families. Your primary goal will be to build a privileged relationship with clients and contribute to their success.Key ResponsibilitiesParticipate in meetings with clients to...


  • Montreal, Quebec, Canada Patrimonica Full time

    Job DescriptionAs a Senior Director of Consulting Services at Patrimonica, you will be responsible for leading a team of professionals in providing financial supervision to wealthy families. Your primary goal will be to build a privileged relationship with clients and contribute to their success.Key ResponsibilitiesParticipate in meetings with clients to...


  • Montreal, Quebec, Canada Alithya Full time

    Hybrid Position OpportunityPlease note that this is a unique blend of a large organization's essence and a company's personal touch. We are seeking creative, innovative, and collaborative individuals to take their ambitions to the next level.About the RoleAs a Senior Director, Cybersecurity, Consulting Services, you will be part of a dynamic team that values...


  • Montreal, Quebec, Canada Alithya Full time

    Hybrid Position OpportunityPlease note that this is a unique blend of a large organization's essence and a company's personal touch. We are seeking creative, innovative, and collaborative individuals to take their ambitions to the next level.About the RoleAs a Senior Director, Cybersecurity, Consulting Services, you will be part of a dynamic team that values...


  • Montreal, Quebec, Canada Alithya Full time

    Experience the Essence of a Large OrganizationWe are seeking a creative, innovative, and collaborative individual to join our team as a Senior Director, Cybersecurity, Consulting Services. This hybrid position offers the opportunity to work with a large organization while experiencing the personal touch of a company that values its employees.Key...


  • Montreal, Quebec, Canada Alithya Full time

    Experience the Essence of a Large OrganizationWe are seeking a creative, innovative, and collaborative individual to join our team as a Senior Director, Cybersecurity, Consulting Services. This hybrid position offers the opportunity to work with a large organization while experiencing the personal touch of a company that values its employees.Key...


  • Montreal, Quebec, Canada Recrutement Full time

    Job SummaryWe are seeking a highly experienced Senior Director, Consulting Services to join our team at Recrutement. As a key member of our consulting team, you will be responsible for managing client files, reviewing the work of advisors and directors, and providing support and training to the team.Key ResponsibilitiesManage and supervise client mandates...


  • Montreal, Quebec, Canada Recrutement Full time

    Job SummaryWe are seeking a highly experienced Senior Director, Consulting Services to join our team at Recrutement. As a key member of our consulting team, you will be responsible for managing client files, reviewing the work of advisors and directors, and providing support and training to the team.Key ResponsibilitiesManage and supervise client mandates...


  • Montreal, Quebec, Canada Recrutement Full time

    Job SummaryWe are seeking a highly experienced Senior Director, Consulting Services to join our team at Recrutement. As a key member of our consulting team, you will be responsible for managing client files, reviewing the work of advisors and directors, and providing support and training to the team.Key ResponsibilitiesManage and supervise client mandates...


  • Montreal, Quebec, Canada Recrutement Full time

    Job SummaryWe are seeking a highly experienced Senior Director, Consulting Services to join our team at Recrutement. As a key member of our consulting team, you will be responsible for managing client files, reviewing the work of advisors and directors, and providing support and training to the team.Key ResponsibilitiesManage and supervise client mandates...