Recrutement
Hybrid Senior Director Consulting Services Montreal
Job Description
Lead a consulting team as a Senior Director in Montreal, ensuring thorough management of client files with expertise in financial and estate planning. This hybrid role requires precision, leadership, and bilingual communication skills.
As a Senior Director in Consulting Services, you will guide and supervise client mandates, ensuring compliance with all deadlines while reviewing financial statements and tax returns. Engage directly with clients to understand their needs and provide expert advice on complex financial issues. This role emphasizes team training and the completion of special mandates, fostering a collaborative environment.
Key Responsibilities:
• Manage and supervise client mandates and deadlines
• Review financial statements and tax returns prepared by advisors
• Conduct meetings with clients to understand expectations
• Train staff on various consulting practices
• Collaborate with investment team on tax policies
Requirements:
• Minimum 10 year...
As a Senior Director in Consulting Services, you will guide and supervise client mandates, ensuring compliance with all deadlines while reviewing financial statements and tax returns. Engage directly with clients to understand their needs and provide expert advice on complex financial issues. This role emphasizes team training and the completion of special mandates, fostering a collaborative environment.
Key Responsibilities:
• Manage and supervise client mandates and deadlines
• Review financial statements and tax returns prepared by advisors
• Conduct meetings with clients to understand expectations
• Train staff on various consulting practices
• Collaborate with investment team on tax policies
Requirements:
• Minimum 10 year...