Consulting Services Director

In general, the Senior Director will take charge of certain client files, in addition to reviewing the files of

advisors and directors, ensuring the management of the consulting team in order to meet all deadlines and

the accuracy of files, and will offer support and training for the team.

Position Description :

• Participation in meetings with clients to fully understand their expectations and needs
• Management and supervision of mandates and deadlines
• Revision of the accounts and financial statements prepared by the advisers and directors for the

different entities

the investment policy.

Requirements :

Personal skills and abilities :

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

Salary : Competitive, to be discussed according to the skills and experience of the candidate – 150K$ +

Other form of compensation : Performance bonus

Social advantages : 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 fully dedicated to the financial supervision of wealthy families.

To build a privileged relationship with people of stature and influence and to 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 in order 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.