Senior Director, Consulting Services

SENIOR DIRECTOR, CONSULTING SERVICES

Generally speaking, 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 respect all deadlines and the accuracy of the files , and will provide support and training to the team. He actively participates in clients' financial and estate planning and provides his expertise on complex files.

Your role :

• Management and supervision of mandates and deadlines
• Review of the accounting and financial statements prepared by advisors and directors for the different entities
• Review and / or preparation of tax returns for the different entities
• Review and / or preparation of different tax slips for the different entities
• Presentation of financial statements and tax returns to clients
• Participation in the management of the mandate calendar
• Staff training
• Carrying out various special mandates (financial planning, estate planning, will, tax reorganization, etc.)
• Participation in meetings with customers to fully understand their expectations and needs
• Preparation of service offers and presentations
• Participation in customer billing
• Advice and collaboration with the investment team for the implementation of the tax aspects of the investment policy

Profile sought :

Personal skills and abilities :

Workplace : Montreal Downtown – Hybrid teleworking vs face-to-face formula

WHAT WE OFFER

Competitive salary

Annual bonus program

Group insurance, including dental, glasses and disability, paid 70% by the employer

Group RRSP with employer contribution

Compressed summer schedule for July to September (1 / 2 day off per week or 1 day per 2 weeks)

Holiday Leave : 5 days of paid leave, including the two statutory days

Day off on birthday

Allowance for physical activity or other benefit of the employee's choice

Teleworking permitted (2-3 days per week), including all computer equipment at home

Employment status : Permanent, full time – flexible schedule

WHY?

Competent and committed team

Excellent working atmosphere

Innovative thinking

Leader in the family office industry

Great growth potential

The use of the masculine gender was used to lighten the text and facilitate reading. The position is open to anyone meeting the requirements of the position, without discrimination.