279 Investment jobs in Canada
Investment Specialist
Posted 6 days ago
Job Viewed
Job Description
_Hub Financial - Southwest Ontario_
HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve client outcomes. At HUB Financial, we empower advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
**About The Role**
We're looking for a motivated and knowledgeable **Investment Specialist** to join our HUB Wealth Management team. Reporting to the Vice President of Investments, this role is pivotal in supporting Advisors and driving regional sales of HUB Wealth Management products.
As an Investment Specialist, you will provide Advisors with strategic guidance on investment solutions, share your expertise in segregated and mutual funds, and contribute to their ongoing professional growth. Your ability to communicate effectively, solve problems, and deliver results will be instrumental in this position.
**What** **You'll** **Do**
+ Driving regional sales in all lines of HUB Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.
+ Be an expert on your Advisors to efficiently direct them to the right channels as needed.
+ Assist Advisors in growing their investment block, and provide support with portfolio solutions, fund options and product analysis.
+ Assist Advisors with their continuing education requirements.
+ Any other assistancerequired to help advisors.
**What You'll Need for Success**
+ Up to 5 years of relevant experience within the financial or banking sector.
+ Advanced knowledge of segregated funds and mutual funds.
+ A positive attitude, strong desire to assist others, intellectual curiosity, and a track record of consistent performance.
+ Excellent written and verbal communication skills.
+ Strong problem-solving abilities with exceptional attention to detail.
+ Proficiency in the Microsoft Office Suite and familiarity with popular online meeting platforms.
+ Post-secondary education from an accredited university or college
**What's in it for you?**
Your well-being is our priority, and we back this up with a wealth of benefits:
+ Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
+ Balance your life with flexible work arrangements and generous time off.
+ Benefit from a comprehensive package tailored to your needs, including company matched RRSPs.
+ Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
+ Rest easy with reimbursements for professional license fees and membership dues.
+ Special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
**Why Choose HUB?**
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit .
**About HUB International**
Headquartered in Chicago, Illinois, Hub International Limited ( is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.
If you're interested in learning how you can grow your career at HUB, visit our Careers Page ( to explore our opportunities.
_HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience._
#LI-hybrid
#LI-EM
Department
Investment Advisor
Posted 6 days ago
Job Viewed
Job Description
Red Deer, Alberta, Canada
**Hours:**
37.5
**Line of Business:**
TD Wealth
**Pay Details:**
$0 - $0 CAD
This role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. Based on a commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. As part of the commitment to One TD, team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of PWM services - Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust and Wealth Advisory Services.
TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. PIA Investment Advisors will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy.
The Investment Advisor will attract and advise on the financial assets of affluent clients looking for the opportunity to establish a one-on-one relationship with a dedicated professional while maintaining active participation in the decisions regarding their financial affairs. The IA will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy which includes advice on financial products, insurance and estate planning.
**Accountabilities**
+ Develop and leverage your wealth planning discovery skills and expertise to produce a high-quality plan that is relevant to your client's wealth considerations
+ Provide goals-based wealth advice across a full range of product and service solutions
+ Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, rebalancing and make referrals to Wealth or TDCT partners that match the client's needs
+ Prospect, market and develop pipeline for the process of putting business plan into action by identifying and cultivating relationships with potential clients and external referral sources to build client base and market share
+ Develop / implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
+ Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
**Requirements**
+ Minimum 5-10 years of experience working directly in a client-facing, sales or relationship-focused role
+ Strong relationship building skills and an ability to connect with all types of individuals.
+ You have a passion for financial advisory & planning and a keen interest in portfolio management.
+ Undergraduate Degree
+ Licensed with CIRO as a Registered Representative (RR)
+ Life Insurance License (LLQP) must be obtained within 3 months of hire
+ CIWM, CFP or other industry related courses is an asset
+ Additional language skills will also be considered an asset
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest
Investment Consultant
Posted 27 days ago
Job Viewed
Job Description
As an **Investment Consultant** , you will play a key role in managing and nurturing client relationships, while also supporting fellow consultants across a range of engagements. You'll operate in a fast-paced, collaborative environment where critical thinking, proactive problem-solving, and strong communication are essential.
This role is ideal for professionals with a deep understanding of institutional investment strategies who thrive on delivering tailored advice, leading strategic initiatives, and mentoring others. You'll have opportunities to contribute to high-impact projects and help shape the future of our investment consulting practice.
**What You'll Do**
+ Lead and manage client relationships, delivering customized investment solutions that meet client objectives.
+ Support client work led by other Consultants, providing analysis, insight, and strong collaborative input.
+ Prepare and deliver clear, concise reports and presentations for client meetings, investment reviews, and recommendations.
+ Respond to Requests for Proposals (RFPs) and contribute to business development efforts.
+ Peer-review client deliverables, ensuring accuracy, clarity, and the integration of client-specific insights.
+ Stay current on industry trends, regulations, and governance affecting institutional investors and their portfolios.
+ Lead or contribute to internal initiatives aimed at enhancing systems, tools, and operational efficiency.
+ Identify client or operational challenges and implement creative, proactive solutions.
+ Independently manage projects, collaborating effectively with internal teams and external stakeholders.
+ Maintain strong working relationships with investment managers, custodians, and recordkeepers.
+ Provide mentorship and guidance to team members to support their professional development.
**Qualifications and expertise that pave the way for Success**
+ 5+ years of experience in investment consulting, asset management, or a related financial advisory role.
+ Bachelor's degree in Finance, Economics, Business Administration, or a related discipline; a Master's degree (e.g., MBA, MFin) is considered an asset.
+ Professional designations such as CFA or CIPM, or in progress.
+ Deep knowledge of investment strategy, portfolio construction, asset allocation, risk management, and institutional governance frameworks.
+ Strong analytical and quantitative skills with the ability to distill complex financial data into actionable insights.
+ Proven problem-solving capabilities and a consultative mindset that delivers value to clients.
+ Excellent verbal and written communication skills, with confidence presenting to a variety of audiences.
+ A team-oriented approach with demonstrated ability to mentor others and collaborate cross-functionally.
+ Proficiency in tools such as eVestment, Morningstar Direct, and Microsoft Office Suite (Excel, PowerPoint, Word).
**Elevate Your Career with HUB International**
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: .
**Your Advancement and Well-being: Our Priority**
At HUB, we place immense value on the well-being and professional development of our team. Here's what you can look forward to as part of the HUB Team:
+ **Recognized Rewards** : Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
+ **Work-Life Balance:** Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
+ **Comprehensive Benefits:** Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
+ **Professional Growth:** Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
+ **Industry Support:** Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
+ **Exclusive Perks** : Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding
**Culture and Belonging: Our Commitment**
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know-we're here to support you. At HUB, building an inclusive workplace isn't just part of what we do-it's at the heart of who we are.
**Service: Our Ethos**
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we're proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
When you join HUB, you'll find more than just a career-you'll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
Department
Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
WHAT YOU WILL DO
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
WHAT YOU WILL BRING
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Job Summary
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
What You Will Do
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
What You Will Bring
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
What We Offer
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
WHAT YOU WILL DO
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
WHAT YOU WILL BRING
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Counsellor
Posted today
Job Viewed
Job Description
Job Description
TITLE: Investment Counsellor
LOCATION: Calgary, AB
REPORTING: COO/CCO
JOB PURPOSE: Why does the role exist?
The Investment Counsellor (IC) is responsible for interacting directly with clients, assisting in sales and marketing efforts, working cooperatively within a team environment, and interacting with our Integrated Advisory partners and other constituencies in the investment community as required. The role entails meeting with existing and prospective private clients to discuss their needs, make portfolio recommendations, and review their performance and market developments. Business development to help further expand private client business is also a key component of this role. The IC reports to the COO/CCO.
KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Responsible for Business Development with Integrated Advisory partners and Financial Advisors.
• Manages all aspects of client funds administration, including
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Investment Advisor
Posted today
Job Viewed
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
WHAT YOU WILL DO
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
WHAT YOU WILL BRING
- Post Secondary education in related field.
- Relevant financial licenses (CSC, CPH, CIM, CFP).
- Proven experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple work flows simultaneously.
- Proficiency in financial software and Microsoft Office Suite.
- High level of integrity and professionalism.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top–Up Program
- Fitness Membership Discounts
- Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Accountant
Posted 1 day ago
Job Viewed
Job Description
Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.
Créée en 2001, Fed Finance est spécialisée dans le recrutement temporaire et permanent pour les métiers de la comptabilité et de la finance. Nos consultants sont tous des experts et parlent votre langue. Nous nous engageons à vous accompagner tout au long de votre recherche d'emploi et à chaque étape de votre carrière.
Hi, I'm Océane, Recruitment and Business Development Consultant with Fed Finance, a recruitment agency specializing in finance and accounting. I work on two types of recruitment: temporary and permanent in the Greater Montreal area.
I'm looking for an Investment Accountant who will be responsible for the overall accounting and financial management of individuals, their holding companies, trusts and foundations. My client is located downtown Montreal. This is a permanent, hybrid position (2-3 days remote).
Your responsibilities:
- Handling customer accounting files
- Accounting for banking and investment transactions
- Preparation of financial statements
- Preparation of tax forms
- Follow-up of
Investment Accountant
Posted 1 day ago
Job Viewed
Job Description
Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.
Créée en 2001, Fed Finance est spécialisée dans le recrutement temporaire et permanent pour les métiers de la comptabilité et de la finance. Nos consultants sont tous des experts et parlent votre langue. Nous nous engageons à vous accompagner tout au long de votre recherche d'emploi et à chaque étape de votre carrière.
Hi, I'm Océane, Recruitment and Business Development Consultant with Fed Finance, a recruitment agency specializing in finance and accounting. I work on two types of recruitment: temporary and permanent in the Greater Montreal area.
I'm looking for an Investment Accountant who will be responsible for the overall accounting and financial management of individuals, their holding companies, trusts and foundations. My client is located downtown Montreal. This is a permanent, hybrid position (2-3 days remote).
Your responsibilities:
- Handling customer accounting files
- Accounting for banking and investment transactions
- Preparation of financial statements
- Preparation of tax forms
- Follow-up of