Senior Vice President, Client Advisory

About the Company

Leading multi-family office providing trusted counsel to successful entrepreneurial families.

Industry: Financial Services

Type: Privately Held

This role requires a strategic approach, commercial acumen, and a robust focus on results.

Applicants should have an undergraduate degree and a CFA, CPA, or CA designation, with a minimum of 15 years' post-accreditation experience.

The Senior Vice President will also be involved in mentoring junior team members, leading strategic projects, and contributing to the firm's growth through business development.

A strong background in the wealth and investment management industry, particularly with family office or private family experience,



is preferred.

The role demands superior communication skills, advanced knowledge of investment management and tax planning, and experience in managing complex family dynamics.

The ideal candidate will be a self-starter, detail-oriented, and a team player with a proven track record of working in an entrepreneurial and energetic workplace.

Responsibilities also include strategic planning, execution, and a continued focus on personal and team development.
Account Management/Optimization
Finance

📌 Adjoint En Gestion De Patrimoine Hybride Laval
🏢 National Bank
📍 Laval