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Lead the consulting team as a Senior Director at PATRIMONICA in Montreal with a focus on client relations, financial oversight, and team training. PATRIMONICA seeks a Senior Director to manage client files, support the team, and ensure deadline accuracy. Key Responsibilities: • Manage client m

Rejoignez une équipe dynamique en tant que Directeur Principal du Service Conseil à Montréal.Vous serez responsable de la gestion des équipes et de l'élaboration de solutions fiscales pertinentes.Le poste consiste à superviser les dossiers clients et à offrir formation et support aux conseill

Drive strategic investment initiatives at Patrimonica as the Senior Director, Private Investments. Key Responsibilities: • Directly assist in manager prioritization and selection • Conduct comprehensive due diligence on investments • Monitor current investment managers and recommen

In general, the Senior Director will take charge of certain client files, in addition to reviewing the files of advisors and directors, ensuring the management of the consulting team in order to meet all deadlines and the accuracy of files, and will offer support and training for the team.Participat

Shape client strategies as the Senior Director of Consulting Services, balancing team management and financial oversight in a hybrid work environment based in Montréal.This role is ideal for leaders with extensive experience.In this position, you will oversee client files, ensuring accuracy and tim

In general, the Senior Director will take charge of certain client files, in addition to reviewing the files of advisors and directors, ensuring the management of the consulting team in order to meet all deadlines and the accuracy of files, and will offer support and training for the team.Participat

Patrimonica offers accounting and tax advisory services, as well as portfolio management services through its subsidiary Patrimonica Asset Management Inc. Patrimonica Asset Management Inc. Located in Montreal, Patrimonica is a multi‑Family Office that caters to wealthy individuals and families who

Generally speaking, the candidate will be responsible of the accounting and financial management of certain individuals, their holding companies, their trusts and foundations.He will participate in the preparation of the financial statements, the tax returns and of the financial and tax planning.In

Join Patrimonica in Montreal as a Director of Private Investments. Key Responsibilities: • Lead the search for and analysis of investment managers • Perform detailed reviews of investment strategies and operations • Continuously monitor performance of current managers • Engage in client meet

Patrimonica offers accounting and tax advisory services, as well as portfolio management services through its subsidiary Patrimonica Asset Management Inc. Located in Montreal, Patrimonica is a multi‑Family Office that caters to wealthy individuals and families who are looking for a trusted team to