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Financial Planner – Family Office

Downtown Montreal

Family Office | Finance corporative et investissement | #4368

Permanent | French

Differentiating elements

Autonomy & Latitude
Growing Environment
Key Role with High Added Value
Professional Development
Recognition
Teamwork

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

Stable working hours and possibility of hybrid work – Vacation weeks and personal days – Comprehensive insurance offered – Unlimited access to telemedicine – A close-knit team of professionals – Great team collaboration and pleasant atmosphere every day – A company that invests in career development – Paid training offered – Incredible opportunities for career advancement – Dynamic, modern environment within a company offering excellent conditions.

Your responsibilities in a few words!

Help develop personalized financial plans – Analyze a variety of tax, financial, and estate planning situations – Prepare strategies tailored to clients’ goals – Collaborate with wealth management advisors and in-house specialists – Monitor the implementation of recommendations – Help analyze cases involving management companies and trusts – Gradually develop your expertise on increasingly complex cases – Maintain a relationship of trust with various partners.

Your assets for this position!

Financial Planner (Fin. Pl.) certification
4 to 6 years of experience in financial planning
Strong knowledge of personal taxation
Experience working with wealth management or high-net-worth clients (a plus)
Knowledge of estate planning (a plus)
Experience with cases involving corporate structures
Strong knowledge of financial products and wealth management
Experience collaborating with specialized partners
Master’s degree in taxation (a plus)
Excellent command of French

Summary

An ideal opportunity for a methodical, collaborative, and motivated individual to deepen their expertise in serving high-net-worth clients. You’ll have the opportunity to work on increasingly sophisticated cases as part of a team known for its support and knowledge-sharing. You’ll work in a dynamic environment where financial planning plays a strategic role and where there are numerous opportunities for professional development. You’ll contribute directly to delivering high-level advisory services while accelerating your progress toward advanced expertise in wealth management.

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