Job Description
Our client is a well-established, independent wealth management firm based in Montreal’s West Island, serving high-net-worth Canadian professionals, executives, entrepreneurs, and retirees. The firm delivers integrated solutions encompassing discretionary portfolio management, financial planning, and tax advisory services.
With over 25 years in business and an exceptional client retention rate, the firm has built its reputation on a personalized, client-first approach. The team manages long-term investment and retirement strategies for approximately 350 client families nationwide.
This is a collaborative, close-knit environment with a family-oriented culture—ideal for someone looking for a stable, long-term role where they can become a valued and trusted member of the team. The office offers a professional setting with on-site parking and convenient access to transit and local amenities.
Role Overview
This position was created to support the firm’s e...