Financial and Consulting Advisor

3 weeks ago


Montreal, Canada Kenova Full time

Position: Financial and Consulting Advisor (#3651)
Category: Permanent
Location: Downtown + Hybrid
Salary : Competitive

Employer's particularities:
Our client is an accounting firm with a strong reputation for quality service and an internal culture valued by its employees.

Benefits : Opportunity to take initiative and improve processes - Good work-life balance - No overtime - Good growth and visibility - Stimulating, diversified and opportunity-filled work environment - Flexible hours - Hybrid mode offered - Several locations of choice, located near public transit stations and major roads - 3 weeks of vacation - Benefits - Competitive salary - Bonus program

Your responsibilities in a few words:
Review business valuation and financial modeling assignments - Analyze financial data - Review documents - Conduct in-depth research to identify key issues - Participate in the production and review of deliverables - Assist with M&A and financing assignments - Participate in mentoring interns, Participate in the mentoring of trainees, analysts and senior analysts of the advisory team - Participate in team meetings - Collaborate in the development of efficiency tools - Promote services through presentations, articles or workshops - Exercise effective risk management in all mandates - Ensure that quality control standards are maintained throughout the mandates

Your Assets for this position:
- Bachelor's degree in accounting or finance
- CBV/EEA designation
- CPA designation or in the process of obtaining it (asset)
- Minimum of 3 years experience in a similar role in an accounting firm, banking or financial industry
- Familiarity with financial consulting or business valuation
- Advanced understanding of Excel
- Comfortable with financial modeling
- Knowledge of Taxprep and Caseware (assets)
- Bilingualism: will be considered an asset

An ideal opportunity for an inquisitive, diligent individual who enjoys finding solutions and making things happen. Reporting to the Senior Director, Consulting and Transaction Services, an involved and friendly manager, you will support clients in special finance and accounting mandates. Do you want to invest yourself in a beautiful work environment where human values and collaboration reign while having a lot of latitude and development possibilities? Here is a position that will please you Apply here to send us your interest in this role.



  • Montreal, Quebec, Canada MD Financial Management Full time

    Join Our Team as an Associate Financial Consultant – Digital ChannelsMD Financial Management, a division of Scotia Wealth Management, is looking for a talented, enthusiastic, and client-focused Associate Financial Consultant – Digital Channels to join our team.Role HighlightsBuild strong relationships with clients through active listening and tailored...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. The Retirement Consultant team takes pride in...


  • Montreal, Canada MD Financial Management Full time

    Requisition ID: 199505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant – Digital Channels to join our team. Reporting to the...


  • Montreal, Quebec, Canada MD Financial Management Full time

    Requisition ID: 199505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups...

  • Compliance Advisor

    3 weeks ago


    Montreal, Canada iA Financial Group Full time

    Description Are you driven by the challenges related to the compliance of the distribution of financial products and services? Do you want to leverage your analysis skills, advisory service, and your ability to positively influence your business partners? iA Financial Group has a position for you! Our Compliance Department, Distribution Networks at...

  • Compliance Advisor

    3 weeks ago


    Montreal, Canada iA Financial Group Full time

    Description Are you driven by the challenges related to the compliance of the distribution of financial products and services? Do you want to leverage your analysis skills, advisory service, and your ability to positively influence your business partners? iA Financial Group has a position for you! Our Compliance Department, Distribution Networks at...

  • Compliance Advisor

    3 days ago


    Montreal, Quebec, Canada iA Financial Group Full time

    DescriptionAre you passionate about tackling the challenges related to ensuring compliance in the distribution of financial products and services? Do you possess strong analytical skills, an advisory mindset, and the ability to positively impact your business partners? iA Financial Group is offering an exciting opportunity for you.Our Compliance Department,...

  • Financial Advisor

    3 days ago


    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 166040Join the Global Community of Scotiabankers to help customers become better off.Financial Advisor - West IslandAt Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...

  • Financial Advisor

    2 months ago


    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    2 months ago


    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    2 months ago


    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    3 weeks ago


    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Financial Advisor

    3 weeks ago


    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...


  • Montreal, Canada MD Financial Management Full time

    Requisition ID: 199505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely...


  • Montreal, Canada MD Financial Management Full time

    Requisition ID: 199505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant - Digital Channels to join our team. Reporting to...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 195584Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall su


  • Montreal, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial ...


  • Montreal, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial ...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 195584Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by m


  • Montreal, Canada MD Financial Management Full time

    Is this role right for you? In this role you will: You will build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what’s important to them. You’ll recommend an approach based on their level of understanding and interest, tailored to their specific needs. You will help to promote MD...