8 Investment Management jobs in Montréal

A career as an executive assistant in the Wealth Management team at National Bank means acting as a strategic partner to two Vice Presidents: Vice President, Business Strategy - Wealth Management
Vice President, Financial Performance Management - Wealth Management, Commercial Banking and Private Banking 1859
This role allows you to have a positive impact as a strategic partner, recognized for your ability to optimize time, anticipate needs, and actively contribute to achieving the objectives of both business lines.
Your role Manage and coordinate the agendas of both Vice Presidents, ensuring appropriate follow-ups and prioritization.
Plan and support the organization of executive meetings within the Wealth Management sector (executive committees, strategic planning sessions, management committees).
Ensure the planning, coordination, and logistical support of executive meetings and administrative activities within the sector, in collaboration with managers and strategic committees.
Oversee logistics and preparation of internal and external communications, in both French and English.
Collaborate with assistants and key partners to coordinate major events and improve administrative processes.
Contribute to various cross-functional projects and act as a confidential point of contact for strategic and sensitive matters.

Your team You will be part of two dynamic teams recognized for their collaborative spirit and commitment to collective performance. The Wealth Management Business Strategy team brings together diverse expertise in portfolio management, data strategy, risk management, and communications.
The Wealth Management Financial Performance team - Wealth Management, Commercial Banking and Private Banking 1859 - includes finance partners and analysts who support business sectors with precision and expertise.
National Bank values continuous development; our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. We aim to offer you maximum flexibility to support your quality of life, including a hybrid work environment.
Prerequisites Diploma of professional or college studies, or equivalent, with a minimum of 5 years of relevant experience.
Previous experience as an administrative or executive assistant.
Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Forms) and collaboration tools (MS Teams, SharePoint, OneNote).
Familiarity with SAP applications (Ariba and Concur).
Ability to work with professionalism and rigor in an agile environment.
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!

Job Description

Advisor, IG Wealth Management, Corporate Channel

Referral Level: Level 3

Location(s): Boisbriand

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

At IG Wealth Management, our vision is to inspire financial confidence.

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and center.

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!

Position Summary :

This position requires the successful candidate to be Mutual fund licensed.

Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.

Responsibilities :

• Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.

• Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed

• Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.

• Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools

• Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.

• Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications :

• Mutual fund licensed

• 3+ years of client facing financial planning experience

• Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.

• University Degree in a relevant field

• LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.

• ETF approved for trading completed.

• Proficiency in the use of digital tools, including CRM and Financial Planning software

• Certified Financial Planner (CFP) or Financial Planner (“F.Pl") designation preferred or willing to actively pursue within first 2 years in role

• Understanding of the industry, competitive landscape, and economic market issues

• Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.

• Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting

• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

• Bilingualism (French-English) is required

• Knowledge of French and English is required to support clients and Team members within and/ or outside the province of Quebec.

Please visit our career page by clicking on the following link:

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Job Description

Location:
Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man)

Overview:
We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world’s leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting.

Key Responsibilities:

• Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry

• Review and prepare U.S. tax returns and forms including but not limited to:

  • Form 1065 , Form 1120 , Form 1120-F , Form 1040-NR

  • Form 5471 , Form 8865 , Form 8858 , Form 8938 , Form 1118 , Form 8621

  • FATCA and CRS-related reporting

• Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules

• Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies

• Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules

• Advise on fund formation, investment structuring, and exit planning

• Liaise with clients, legal counsel, auditors, and tax authorities as needed

• Supervise and mentor junior staff, and manage project timelines and deliverables

• Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore
  
  

Qualifications:

• CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation

• Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team

• Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients

• Strong technical knowledge of U.S. federal income tax and cross-border taxation matters

• Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles

• Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset

• Excellent interpersonal and project management skills
  
  

What the Role Offers:

• Relocation support, including accommodation, transportation, and flights for the candidate and their family.

• Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.

• Tax-free or low-tax jurisdiction employment

• Exposure to top-tier global clients and complex international tax issues

• Opportunity to live and work in premier financial hubs with high quality of life

Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job Description

Company Description

Be part of a community of authentic, proud and trusted people

At UAP, we believe we don’t just deliver car and heavy vehicle parts all around the country; we also help keep Canadians moving forward. This makes for a special kind of workplace. We have the experience and strength of our 100-year legacy and the desire to always do better for our team members and clients. Our 5000 colleagues proudly serve thousands of customers every day across Canada. 

If the hat fits, we’d be proud to have you wear it! Send us your resume and join a people-centric company with a reputation of excellence.

Are you passionate about financial analysis and forecasting? You will play a key role and actively contribute to the development of our FP&A department. As a trusted financial partner, highly visible and recognized, you collaborate with our different internal stakeholders (Regional and Corporate Management) to provide visibility on business activities and ensure a clear understanding of financial performance and actions to be taken in order to reach our targets. You are also a key player in the budgeting and forecasting processes, supporting and quantifying strategic and operational decisions.

What you will do

• Act as a strategic financial partner to Corporate and divisional teams, ensuring high-quality and relevant analysis and forecasts. You translate financial data into business insights and concrete actions.
• Prepare and lead monthly financial reviews, identifying trends, variances, and opportunities for improvement.
• Design and optimize financial models incorporating scenarios and sensitivity analysis.
• Participate in the budgeting cycle and preparation of the long-range forecast (financial expression over 3 to 5 years of our strategic plan).
• Facilitate performance monitoring, encourage financial discipline, and simplify access to financial information by promoting the use of dynamic reports through Power BI.
• Monitor market and industry trends and contribute to the modernization of financial systems and performance management tools.

• Degree in finance, accounting, or equivalent, with a minimum of 4 years’ experience in financial planning and analysis, transaction services or external audit.
• Excellent proficiency in Excel and PowerPoint is essential; proficiency in Power BI and experience in creating complex financial models is preferred.
• Excellent verbal and written communication skills in both French and English. You will regularly collaborate with internal clients across Canada.

Ready to take on this challenge and actively contribute to UAP’s success? We look forward to meeting you!

UAP is a diverse community that promotes inclusion and respect. The sum of our individual differences, experiences, knowledge, self-expression, unique capabilities and talents represents the richness of our culture. UAP is committed to employment equity and encourages applications from women, visible minorities and people with disabilities. By valuing a diverse workforce, we ensure that our hiring practices are fair and equitable.  

Job Description

Company Overview:
Turning Point Brands Canada (TPB Canada) is the largest distributor of smoking accessories in Canada. With a robust network and an innovative approach, we pride ourselves on leading the market and providing high-quality products and services. Our finance team consists of highly skilled professionals, both in-office and remote, including finance team controllers, accountants, and a financial reporting manager. At TPB Canada, we believe in fostering a collaborative and dynamic work environment where each member contributes to our collective success.

Role Summary:
We are seeking an experienced and driven Manager of Financial Planning & Analysis to join our team in Laval. This strategic role involves working closely with business unit leaders to manage profit center profit and loss statements, conduct in-depth financial modeling, and review gross margin and pricing strategies. The ideal candidate will have a strong background in accounting, exceptional financial analysis skills, and a deep understanding of Canadian tax laws. Reporting directly to the CFO, this position is critical for supporting our business growth and operational efficiency.

Key Responsibilities:

• Collaborate with business unit leaders to analyze and manage profit center P&L statements.
• Develop robust financial models to support decision-making processes.
• Review and strategize on gross margin improvements and pricing strategies.
• Utilize Power BI for detailed financial analysis and reporting.
• Engage in supply and demand planning for SKU management.
• Recommend purchase order quantities and maintain accurate sales and data trackers.
• Analyze business scenarios, build projections, and support in analyzing M&A and partnership deals.
• Ensure compliance with Canadian tax regulations and leverage tax knowledge for strategic planning.
• Report directly to the CFO and work closely with in-office and remote finance teams.

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Master’s degree or professional certifications (e.g., CPA, CFA) preferred.
• Minimum 5 years of experience in financial planning and analysis, preferably within a distribution or retail sector.
• Strong proficiency in financial modeling and accounting principles.
• Advanced skills in Microsoft Power BI and familiarity with Oracle (preferred).
• In-depth knowledge of Canadian tax regulations.
• Excellent analytical, strategic thinking, and problem-solving abilities.
• Effective communication skills, both written and verbal.
• Proven ability to work collaboratively in a team environment and manage cross-functional projects.
• Fluent in English, fluency in French is a plus.
• Excel modeling skills. Pivot tables and sum if formulas.
• Establish relationships with banks and manage Line of credit applications.
• Review monthly reporting package.
• Create outstanding presentations alongside CFO.

• Competitive base salary of $125,000 plus performance-based bonuses.
• Comprehensive health benefits package.
• Car allowance and additional allowances.
• Opportunity to work in a leading company with a dynamic and supportive team.

• Collaborer avec les responsables des unités opérationnelles pour analyser et gérer les comptes de résultats des centres de profit.
• Développer des modèles financiers robustes pour soutenir les processus de prise de décision.
• Examiner et élaborer des stratégies d'amélioration de la marge brute et des stratégies de tarification.
• Utiliser Power BI pour des analyses et des rapports financiers détaillés.
• Participer à la planification de l'offre et de la demande pour la gestion des UGS.
• Recommander des quantités de commandes d'achat et maintenir un suivi précis des ventes et des données.
• Analyser des scénarios commerciaux, établir des projections et contribuer à l'analyse des fusions-acquisitions et des accords de partenariat.
• Veiller au respect de la réglementation fiscale canadienne et mettre à profit les connaissances en matière de fiscalité dans le cadre de la planification stratégique.
• Vous rapportez directement au directeur financier et travaillez en étroite collaboration avec les équipes financières internes et externes.

• Licence en finance, comptabilité, administration des affaires ou dans un domaine connexe. Une maîtrise ou des certifications professionnelles (par exemple, CPA, CFA) sont préférables.
• Au moins cinq ans d'expérience en planification et analyse financières, de préférence dans le secteur de la distribution ou du commerce de détail.
• Solides compétences en modélisation financière et en principes comptables.
• Compétences avancées en Microsoft Power BI et connaissance d'Oracle (de préférence).
• Connaissance approfondie de la réglementation fiscale canadienne.
• Excellentes capacités d'analyse, de réflexion stratégique et de résolution de problèmes.
• Compétences en communication efficace, tant à l'écrit qu'à l'oral.
• Capacité avérée à travailler en collaboration dans un environnement d'équipe et à gérer des projets interfonctionnels.
• Maîtrise de l'anglais, la maîtrise du français est un atout.
• Compétences en modélisation Excel. Tableaux croisés dynamiques et formules "somme si".
• Établir des relations avec les banques et gérer les demandes de lignes de crédit.
• Examiner les rapports mensuels.
• Créer des présentations remarquables avec le CFO.

• Salaire de base compétitif de 125 000$, assorti de primes liées aux performances.
• Ensemble complet de prestations de santé.
• Indemnité de voiture et autres indemnités.
• Opportunité de travailler dans une entreprise de premier plan avec une équipe dynamique et solidaire.

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