Investment advisor Jobs in Vaudreuil-Dorion, QC

Our Client,  a leader in the financial sector, is seeking a Senior Financial Analyst to join their dynamic Investment Team. Located in Montreal, this role supports the team's growing need due to an increase in project volumes and the expansion of business activities.

Company Culture :

Our client l is dedicated to creating an environment where innovation and collaboration thrive. Recognized for empowering employees through a supportive network and flexible work arrangements, Intact offers a culture where professional development is encouraged and balanced with an emphasis on personal well-being. Employees benefit from a workplace that supports diversity, inclusion, and continuous learning.

Responsibilities :

• Support the Director, Investments Reporting, and the investment teams by producing investment-related financial information for various reports, including financial statements, management reports, and statutory reports.

Execute and reconcile the general ledger to various analytical databases.

Prepare various reports and materials for the Board.

Participate in the implementation and maintenance of financial reporting systems.

Develop and implement new processes to improve the monthly closing process, ensuring the production of high-quality financial information.

Maintain a robust internal control environment and ensure the accuracy of the verification evidence for testing.

Requirements :

Existing knowledge or a strong interest in investments.

Minimum of three years of relevant experience, preferably with audit experience in a BIG 4 firm.

A professional designation such as CPA and / or CFA, or equivalent education and experience.

Proficient communication skills in both French and English, and strong interpersonal skills.

Knowledge of Oracle in Cloud, reporting cubes, and Power BI is a plus.

Notre Client,

Un leader du secteur financier, recherche un Analyste Financier Senior pour rejoindre son équipe d'investissement dynamique. Basé à Montréal, ce rôle soutient le besoin croissant de l'équipe en raison de l'augmentation du volume de projets et de l'expansion des activités commerciales.

Culture d'Entreprise :

Notre client est dédié à créer un environnement où l'innovation et la collaboration prospèrent. Reconnu pour habiliter ses employés à travers un réseau de soutien et des arrangements de travail flexibles, il offre une culture où le développement professionnel est encouragé et équilibré avec un accent sur le bien-être personnel. Les employés bénéficient d'un lieu de travail qui soutient la diversité, l'inclusion et l'apprentissage continu.

Responsabilités :

Soutenir le Directeur et les équipes d'investissement en produisant des informations financières liées aux investissements pour divers rapports, y compris les états financiers, les rapports de gestion et les rapports statutaires.

Exécuter et réconcilier le grand livre général avec diverses bases de données analytiques.

Préparer divers rapports et présentations pour le Board.

Participer à la mise en place et à la maintenance des systèmes de reporting financier.

Développer et mettre en œuvre de nouveaux processus pour améliorer le processus de clôture mensuelle, garantissant la production d'informations financières de haute qualité.

Maintenir un environnement de contrôle interne robuste et assurer l'exactitude des preuves de vérification pour les tests.

Exigences :

Connaissances existantes ou un fort intérêt pour les investissements.

Minimum de trois ans d'expérience pertinente, de préférence avec une expérience d'audit dans un grand cabinet des 4 (BIG 4).

Une désignation professionnelle telle que CPA et / ou CFA, ou une formation et expérience équivalentes.

Compétences en communication efficaces en français et en anglais, et fortes compétences interpersonnelles.

La connaissance d'Oracle in Cloud, des cubes de reporting et de Power BI est un plus.

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact [email protected] .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to :

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.