Wealth concierge Jobs

Financial Controller - Familly Office
FED Finance —Montréal, QC
- $140,000 a year
- Bilingual
- Microsoft Excel
- ERP systems
Quick apply
12d
Client Services Associate (Financial Services)
Lambert Nemec Group —Winnipeg, MB
- Full-time
- CRM software
- Microsoft Office
- Finance
Quick apply
12d
Wealth Concierge
Royal Bank of Canada —Toronto, ON
- $55,000–$90,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Wealth Advisor/Financial Planner
Fidelity Investments —Vancouver, BC
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Senior Wealth Advisor
Fidelity Investments —Toronto, ON
- $120,000–$160,000 a year
- Full-time
- Bilingual
- English
- Finance
- Tuition reimbursement
- Paid time off
Executive and Personal Administrator
ARK Capital Ltd —Burlington, ON
- $70,000–$100,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Organizational skills
- Office experience
Quick apply
Wealth Advisor (Winnipeg & Multiple locations available)
Fidelity Investments —Calgary, AB
- $100,000–$140,000 a year
- Full-time
- Remote
- Bilingual
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Director – TerraMaris Club
Canadian Adventure Charters Ltd —Remote
- $150,000–$175,000 a year
- Full-time
- Remote
- Master's degree
- Business development
- Presentation skills
- Store discount
- Profit sharing
Quick apply
Personal Insurance Executive
HUB International —Penticton, BC
- $50,000–$70,000 a year
- Full-time
- Sales
- No travel
- Communication skills
- Disability insurance
- Paid time off
EHM Analyst
Camp Systems International Inc. —Montréal, QC
- Hybrid work
- Customer service
- Engineering
- Maintenance
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Financial Controller - Familly Office

FED Finance -
Montréal, QC

Quick apply

Job details

Permanent
$140,000 a year
12 days ago

Qualifications

Bilingual
Microsoft Excel
ERP systems
English
Chartered Professional Accountant
Bachelor's
Accounting
Accounting
Communication skills

Full job description

Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professionals. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Hello, I'm Bianka, Senior Team Leader at Fed Finance, a recruitment firm specializing in accounting, finance, and payroll positions. I handle both temporary and permanent recruitment in the Greater Montreal area.

YOUR MISSIONS

Under the supervision of the VP, Wealth Management, the Administrative and Financial Controller is responsible for planning, organizing, and coordinating all accounting and financial activities of the Family Office. The role ensures the accuracy of financial statements, effective budget management, and the optimization of processes through the implementation of technological solutions that support the overall strategy. This position safeguards the integrity of financial data through strong internal controls and clear communication of roles and responsibilities within the team.

Assigned Responsibilities

Lead the preparation of monthly and/or quarterly financial statements, including consolidation.
Oversee general and transactional accounting (accounts payable, accounts receivable, cash receipts).
Ensure proactive cash management and monitoring of financial flows.
Prepare, analyze, and review annual and periodic budgets in collaboration with stakeholders, and monitor variances.
Supervise and execute sales tax filings (GST/QST), tax instalments, and the management of taxable benefits, ensuring compliance with fiscal requirements.
Lead the implementation and updating of accounting systems and technological tools.
Identify and implement continuous improvements to accounting processes to increase efficiency and reduce risk.
Develop and maintain internal controls to ensure the integrity of financial data.
Monitor government audits and ensure compliance with regulatory obligations.
Define and communicate team roles, responsibilities, and work methods.
Promote cross‑department collaboration to ensure smooth financial operations.
Establish performance indicators and ensure regular monitoring of financial results.
Produce concise reports for senior management and stakeholders.
Supervise concierge services related to the Family Office, ensuring service quality and confidentiality.

YOUR PROFILE

Requirements

Accounting expertise: University degree in accounting, CPA designation, and a minimum of 10 years of experience, including process‑optimization and technology‑implementation projects.
Knowledge of trusts and the accounting standards applicable to this type of industry.
Leadership: Ability to mobilize, collaborate with, and develop a team toward excellence.
Initiative and continuous improvement: Proactive approach to optimizing processes.
Rigor and accuracy: Reliability of financial information and adherence to deadlines.
Stress management: Ability to work under pressure and meet timelines.
Technical skills: Advanced proficiency in Excel and experience with accounting ERP systems.
Bilingualism required: Proficiency in English is necessary due to the nature of interactions with predominantly English‑speaking partners across Canada. English is frequently used in written and verbal communications. An advanced level is required.

PROCESS: First interview with Bianka Zacard, Recruitment Team Lead, followed by an interview with the Senior Talent Acquisition Specialist.
To apply: [www.fedfinance.ca](http://www.fedfinance.ca)
To contact me: (438) 499‑0311

Quick apply

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Financial Controller - Familly Office

Client Services Associate (Financial Services)