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Controller
ControllerBedard Resources • Montreal, Montreal (administrative region), CA
Controller

Controller

Bedard Resources • Montreal, Montreal (administrative region), CA
23 days ago
Job type
  • Part-time
Job description

Bedard HR earns 4 independent recognitions within the industry!

The controller will be responsible for managing the finances of a wealthy family, including overseeing stock market investments, personal tax returns, and accounting data entry. The position also includes legal and administrative responsibilities.

Tasks

  • Monitor and optimize the family’s stock market investments.
  • Oversee and track stock transactions and investment portfolios.
  • Follow exchange rates, interest rates, and economic trends that may impact investments.
  • Personal Taxation :
  • Prepare and manage the family’s personal tax returns.
  • Advise on tax optimization and investment strategies to minimize tax burdens.
  • Accounting Data Entry :
  • Ensure the accurate entry and tracking of accounting data within internal systems.
  • Prepare monthly and annual financial statements.
  • Collaboration with External Partners :
  • Work closely with the external firm (EY) to manage complex accounting tasks and financial audits.
  • If you are ready to take on new challenges, we would love to meet you!

Advantages

  • Part-time position.
  • Renovated office.
  • Job requirements

  • Bilingual (written and spoken) in French and English for the English-speaking clientele based in Quebec (40%).
  • At least 1 year of experience in investment management and accounting.
  • Knowledge of stock market investments and personal tax strategies.
  • Experience in wealth management for high-net-worth clients, ideally with knowledge of foreign currencies.
  • Advanced proficiency in MS Office (Excel, Word, PowerPoint).
  • Knowledge of CTRL software (an asset, but training provided).
  • Published on November 24, 2025

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    Controller • Montreal, Montreal (administrative region), CA

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