We accept meetings by appointment only.

Montréal, Downtown, Atwater/René-Lévesque West


Family office offering wealth management consulting services to clients with significant wealth. The office offers portfolio management, accounting, financial and tax planning services.


Reporting to the President, the Director is responsible for the financial and administrative activities of the firm. In this capacity, he/she ensures the quality of financial information and the management of material resources.



* Leads the accounting audit process, including preparation of the file for the audit of the financial statements, coordination with the external audit teams and participation in the Board of Directors.

* Reviews and participates in the preparation of quarterly and annual financial statements of group companies (investment companies (n.p. and p.l.c.), trusts, foundations and investment funds).

* Provides investment management and client support on an as-needed basis, including ad hoc financial analysis and special projects.


* Develops strategies to maximize tax planning for the entire group.

* Ensures the timely filing of various tax returns and other documents required by tax laws and manages the relationship with tax authorities.


*Supervises and manages employees.

* Manages the company’s movable and computer assets.


– Holds the title of Chartered Professional Accountant “CPA”.

– Minimum of 5 years of experience

– Experience in Microsoft Dynamics GP, Quicken and Taxprep would be an asset.

– Excellent knowledge of Microsoft Excel.

– Organizational skills and ability to work independently.

– Fluency in written and spoken French.

AGENCE CARRIÈRES ; Our Agency, Your Career, Multiple OPPORTUNITIES *

*Only successful candidates will be contacted. *

Hiring is conditional upon successful completion of a reference check, a criminal check and a credit check. on and a credit check. By applying for the position, you agree to subscribe to our automatic job posting.

The masculine gender is used without discrimination and solely for the purpose of lightening this text. It therefore includes the feminine gender.

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