| Career Opportunities |
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We have established ourselves as one of the leading practitioners of
financial planning in Canada. We continue to push the boundaries of the
profession and have a culture of innovation where our planners and employees can make a difference.
We are always looking for like-minded, dynamic individuals to come and join our rapidly expanding team.
We currently have two openings for career minded individuals:
Lawyer
Ryan Lamontagne Inc. is Ottawa's largest fee-for-service
financial planning firm. We specialize in wealth management strategies for
emerging affluent and high net worth individuals and families. We work with
business owners, executives, professionals and retirees to maximize their
financial well-being.
We are looking to partner with a Solicitor
or small to mid-size law firm in order to provide a more comprehensive service
package to our clients. This opportunity would involve meeting clients in our
offices in order to provide a seamless integration with other professional
services. We offer a high level of wealth management services as well as a
collegial team of interdisciplinary professionals. We also foster a creative
atmosphere to meet the ever-changing needs of the emerging affluent and high net
worth marketplace.
Qualifications
The ideal candidate will have the ability to provide advice and services to our
clients in the following areas: Wills and Estate Planning, Incorporation of
Small Businesses, Real Estate, and Corporate and Business law.
Candidates
Qualified candidates are invited to submit a
letter of introduction along with a copy of their CV to: Thomas Ryan at:
thomas.ryan@ryanlamontagne.com
Financial Planner Associate
You are a self-starter with a minimum of 5 years experience with
an established client base, a university degree, and a CFP designation. You have
superior technical skills, and excel at client servicing. Your experience
includes writing comprehensive financial plans, tax planning and preparation,
investment management, and general financial counselling. Experience as a
public speaker is also desirable.
We offer in-depth transition to a fee based
financial planning practice. We also provide a high level of practice management
support and a collegial team of interdisciplinary professionals. We foster a
creative atmosphere to meet the ever-changing delivery of wealth management
services.
Send resume and cover letter to:
employment@ryanlamontagne.com
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