Career Opportunities

We are Ottawa’s largest fee-based financial planning and wealth management firm. We offer a comprehensive range of financial services to a discerning clientele of higher net worth individuals and their families.  Our service offering includes financial planning, investment management, tax planning and preparation, accounting, and other related services. We currently have openings for a career minded individuals:

Lawyer

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.

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