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Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. Requirements: Must be licensed to manage portfolios that contain individual stocks/bond

Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. Requirements: Must be licensed to manage portfolios that contain individual stocks/bond

Notice to Reader file preparation, note disclosures and Financial Statements for investment holding companies, small Canadian operating companies, trusts and charitable foundations, including review of general ledgers, preparation of reconciliation reports and preparation of journal entries and work

Review and update the Investment Management Department’s policies, procedures and communications and participate in the drafting of various reports, including quarterly reports. Analyze Investment Counsellors’ LinkedIn, Instagram and other social media to ensure compliance with our Social Media

Notice to Reader file preparation, note disclosures and Financial Statements for investment holding companies, small Canadian operating companies, trusts and charitable foundations, including review of general ledgers, preparation of reconciliation reports and preparation of journal entries and work

Review and update the Investment Management Department’s policies, procedures and communications and participate in the drafting of various reports, including quarterly reports. Good standing of the Quebec Bar or the bar of another Canadian province; or any other appropriate training. Capture and

Since 1979, our team of trusted professionals brings together, under one roof, tax, accounting and financial planning advice at the deepest level, investment management and estate planning with family governance services to help successful Canadian families bu

Notice to Reader file preparation, note disclosures and Financial Statements for investment holding companies, small Canadian operating companies, trusts and charitable foundations, including review of general ledgers, preparation of reconciliation reports and preparation of journal entries and work

Review and update the Investment Management Department’s policies, procedures and communications and participate in the drafting of various reports, including quarterly reports. Capture and analyze new Bills and new regulations to inform the parties concerned of upcoming changes, while supporting

Since 1979, our team of trusted professionals brings together, under one roof, tax, accounting and financial planning advice at the deepest level, investment management and estate planning with family governance services to help successful Canadian families bu