| Career Opportunities |
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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
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