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Family Officer (Director)

Downtown Montreal
Family Office | Accounting | #3954
Permanent | French
Differentiating elements
  • Autonomy & Latitude
  • Corporate Environment
  • Key Role with High Added Value
  • Teamwork

About the employer

Our client is a family business specializing in wealth management. The personalized, high-end support they offer their customers ensures the security and sustainability of their finances. Our client offers a variety of services including accounting, investment monitoring, succession planning and family governance, among others. Each service is tailor-made to meet the specific needs of their customers.


Warm, Quebec-based family business - Professional collaboration - Authentic corporate culture - Decent, flexible hours - Hybrid mode adopted - Group insurance - Competitive salary - Aesthetic offices - Happy hour - RRSP - Advantageous benefits program

Your responsibilities in a few words!

Manage and analyze investment strategy, including meetings with managers, review of portfolios, and preparation of dashboards – Organize and negotiate bids and offers for real estate projects – Ensure site insurance and cost control – Plan and conduct monthly meetings with clients – Advise and train family members in financial literacy – Manage estate aspects, including wills, and optimize tax structures for US Estate – Create and monitor philanthropic foundation activities, ensuring compliance and tax optimization of donations – Coordinate internal team for operational support and hiring management – Oversee payroll processing and manage legal files – Lead special projects and manage any other related tasks

Your assets for this position!

CPA, CFA or lawyer certification (an asset)
Minimum 7 years' relevant experience
Experience in managing a family office (asset)
A background in one of the following three areas: finance or private banking, accounting, or law
Project management skills
Bilingualism: Excellent communication skills, both oral and written, in English and French


An ideal opportunity for a resilient, reliable and rigorous person, capable of adapting to a variety of roles and managing stress effectively. If you’re curious, problem-solving, and excel at team collaboration while being able to demonstrate firmness and understanding, this position is for you. Join our dynamic team in an environment that values adaptability and professionalism. Apply now to express your interest in this role.

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