Senior Director of Consulting Services

4 weeks ago


Montreal, Quebec, Canada Patrimonica Full time

Job Summary

The 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 Responsibilities

  • Participate in client meetings to understand their expectations and needs
  • Manage and supervise mandates and deadlines
  • Review and revise financial statements and tax returns
  • Prepare and present financial statements and tax returns to clients
  • Participate in the management of the mandate calendar
  • Provide staff training and support
  • Carry out special mandates, such as financial planning 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 and time management skills
  • Ability to solve practical problems and achieve results
  • Team spirit and positive attitude
  • Excellent written and oral communication skills

Work Environment

Patrimonica offers a dynamic and collaborative work environment, with a focus on work-life balance. We are committed to providing our employees with the tools and support they need to succeed in their roles.



  • 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 Title: Senior Director of Consulting ServicesIn 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...


  • 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 Recrutement Full time

    Job OverviewWe are seeking a highly experienced and skilled Senior Director, Consulting Services to join our team in Montreal Downtown. This is a permanent, full-time position with a flexible schedule.About the RoleThe Senior Director will be responsible for managing client files, reviewing the work of advisors and directors, and overseeing the consulting...


  • Montreal, Quebec, Canada Recrutement Full time

    Job SummaryWe are seeking a highly experienced Senior Director to lead our Consulting Services team in Montreal. As a key member of our leadership team, you will be responsible for overseeing client files, reviewing the work of advisors and directors, and managing the consulting team to ensure timely completion of projects.This is a senior role that requires...


  • Montreal, Quebec, Canada Alithya Full time

    Cybersecurity Senior DirectorWe are seeking a seasoned leader to join our team as a Cybersecurity Senior Director. As a key member of our management consulting team, you will be responsible for designing, deploying, and optimizing service delivery strategies for our clients.Your expertise in cybersecurity will be instrumental in creating an environment...


  • Montreal, Quebec, Canada Parisella Vincelli Associates Consulting Group, Inc Full time

    Internal Sales - Director Business DevelopmentParisella Vincelli Associates Consulting Group, Inc. is seeking a highly driven Director of Business Development to join our growing team. The ideal candidate will have a proven track record of securing introductory meetings with C-Level executives at major North American corporations.The Director of Business...


  • Montreal, Quebec, Canada Parisella Vincelli Associates Consulting Group, Inc Full time

    Unlock Your Potential as a Business Development DirectorWe are seeking a highly driven Business Development Director to join our team at Parisella Vincelli Associates Consulting Group, Inc. As a key member of our organization, you will play a critical role in driving business growth and expansion.Your primary responsibility will be to secure introductory...


  • Montreal, Quebec, Canada Parisella Vincelli Associates Consulting Group, Inc Full time

    Unlock Your Potential as a Director of Business DevelopmentParisella Vincelli Associates Consulting Group, Inc is seeking a highly driven and results-oriented Director of Business Development to join our team. As a key member of our sales team, you will be responsible for securing introductory meetings with C-Level executives at major North American...


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

    Unlock Your Potential as a Senior Financial Planning ConsultantRoyal Bank of Canada is seeking a highly skilled and motivated Senior Financial Planning Consultant to join our team in Montreal, Quebec.This is an excellent opportunity for an experienced financial planning professional to manage and grow a portfolio of mass affluent clients, providing ongoing...


  • Montreal, Quebec, Canada Insight Enterprises Full time

    Job Title: Senior Sales Director, CanadaAt Insight Enterprises, we are seeking a highly experienced Senior Sales Director to lead our sales efforts in Canada. The ideal candidate will have a proven track record of driving revenue growth and developing high-performing sales teams.Key Responsibilities:Develop and execute sales strategies to achieve revenue and...


  • Montreal, Quebec, Canada CyberShell Full time

    About Us: Cybershell is a fast-growing cybersecurity advisory firm that helps organizations navigate the complex landscape of cybersecurity risks and technologies. Led by industry veterans, Cybershell is seeking an exceptionally driven and experienced Senior Director, Cybersecurity Advisory Services, to join its team and deliver top-tier advisory solutions...


  • Montreal, Quebec, Canada Parisella Vincelli Associates Consulting Group, Inc Full time

    Internal Sales - Director Business Development100% Cold Call - Booking Meetings at C-LevelParisella Vincelli Associates Consulting Group, Inc. is seeking a highly driven Director of Business Development (DBD) to add to our growing team. The high-level role and responsibilities of the DBD position are:Secure introductory meetings with C-Level executives at...


  • Montreal, Quebec, Canada ROSS Full time

    Job Title: Senior Consulting ManagerAt ROSS, we are seeking a highly experienced Senior Consulting Manager to join our team. As a key member of our consulting practice, you will be responsible for building and maintaining relationships with assigned clients, managing day-to-day business operations, and defining and overseeing the development of resources...


  • Montreal, Quebec, Canada Aon Hewitt Full time

    About the RoleWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you will be responsible for delivering high-quality investment consulting services to our institutional clients.Your primary focus will be on providing expert advice and support to clients, helping...

  • Senior Director

    4 weeks ago


    Montreal, Quebec, Canada Patrimonica Full time

    Job Title: Senior DirectorJob Summary:Patrimonica Asset Management Inc. and its Wealth Management Advisory division iNFiNi-t is seeking a Senior Director to join our team. As a Senior Director, you will be responsible for participating in the research, investment, and monitoring program for alternative strategy managers with a particular emphasis on private...


  • Montreal, Quebec, Canada Parisella Vincelli Associates Consulting Group, Inc Full time

    Director of Business DevelopmentParisella Vincelli Associates Consulting Group is seeking a highly driven Director of Business Development to join our growing team. The ideal candidate will have a proven track record of securing introductory meetings with C-Level executives at major North American corporations.Secure meetings with executives of large...


  • Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key responsibilities include:Providing consulting support services and technical support on a range of...