Senior Financial Planner – Family Office

Downtown Montreal

Family Office | Finance corporative et investissement | #4369

Permanent | French

About the employer

This specialized private wealth management organization offers integrated family office-style services to high-net-worth clients. Renowned for its rigorous, personalized approach, it operates in a sophisticated, fast-growing environment. With an emphasis on excellence, confidentiality and human relations, it has developed an entrepreneurial culture where collaboration, autonomy and talent development are key priorities.

Benefits

A close-knit team of professionals – Strong teamwork and a pleasant daily work environment – A company that invests in career development – Paid training opportunities – Incredible opportunities for career advancement – A dynamic and modern work environment at a company offering excellent benefits – Stable schedule and the option for hybrid work – Vacation weeks and personal days – Comprehensive insurance coverage provided – Unlimited access to telemedicine

Your responsibilities in a few words!

Develop comprehensive financial plans for high-net-worth clients – Design complex tax, estate planning, and wealth management strategies – Manage client cases from the initial information-gathering phase through to the full implementation of recommendations – Coordinate efforts with tax specialists, notaries, attorneys, and specialized partners – Advise wealth management teams on the best financial strategies – Conduct analyses involving trusts, management companies, and corporate structures – Ensure rigorous follow-up on recommendations with the various stakeholders – Contribute to the development of best practices in financial planning.

Your assets for this position!

Financial Planner (Fin. Pl.) designation
Minimum of 7 years of experience in financial planning
Solid knowledge of personal taxation
Experience with trusts and management companies
Proficiency in concepts related to the alternative minimum tax
Experience working with high-net-worth clients or in wealth management (a significant asset)
Experience coordinating with tax specialists, notaries, and specialized partners
Proficiency in estate planning (an asset)
Master’s degree in taxation (an asset)
Excellent command of French and functional English

Summary

This is an ideal opportunity for a meticulous, collaborative individual who is passionate about advanced financial planning and capable of quickly taking on highly complex cases. You will play a key role within a renowned multidisciplinary team where the quality of advice takes precedence over business objectives. You’ll work in a fast-growing, entrepreneurial environment, in close collaboration with the wealth management leadership team and various specialized experts. By joining this team, you’ll directly contribute to serving some of Quebec’s most affluent clients while further developing your expertise on highly complex cases.

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