Overview of salaries statistics of the profession "Investment Management Accountant in "

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionBilingual Associate Investment Counsellor (AIC), Montreal We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high net worth clients in French and English, the Associate Investment Counsellor AIC will be their primary point of contact for all administrative matters pertaining to their accounts. Bilingual Associate Investment Counsellor AIC, MontrealManulife Private Wealth (“MPW”) delivers exceptional investment counselling services and discretionary portfolio management to high-net-worth clients. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of evert Canadian’s financial plan and future. We need people with the skills, energy, and drive to help us continue to service our growing client base. With our head office located in Toronto and offices in Montreal, Calgary and Vancouver, Manulife Private Wealth offers an opportunity to work with a team that values new ideas, and fresh approaches and is committed to developing innovative solutions that will shape the future of our business. As an integral member of Manulife Private Wealth Support, the Associate Investment Counsellor (AIC) will work with an experienced Investment Counsellor (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts and charitable foundations. The AIC will be responsible for assisting the IC in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the supervision and mentorship of the IC, the AIC will actively manage smaller client relationships while nurturing larger client relationships and facilitate the closure of share of wallet opportunities in the investment portfolio to enable growth of the senior IC’s portfolio. The ultimate purpose of this role is for the AIC to support the IC managing and growing AUM and relationships of direct clients to enable growth of their personal client base through lead opportunities. Main responsibilitiesPerform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful ideas to enhance client servicing.Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.Coordinate the investment counsellor’s meetings with existing or prospective clients and prepare all required presentation material in a timely manner. This includes the creation of financial plans in partnership with IC, focusing on proactive and effective client service support.Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.Answer various email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including:Instructions for contributions, withdrawals or transfersRequests for statement or portfolio reportsTax related questionsRequest for new account openingsGeneral questions about the firm and our services. All responses should emphasize effective and proactive client service support.Obtain ongoing account documentation from clients and maintain uptodate client files, as per regulatory and compliance requirements.Familiarize yourself with Manulife’s investment approach and stay abreast of the firm’s strategy, ensuring alignment with client service excellence. Experience and QualificationsUniversity degree, preferably in Business or Economics.Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.Additional designations such as Certified Financial Planner (CFP) or Trust of Estate Practitioner (TEP) preferred.Minimum of 5 years of professional experience within the investment industry.Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.Superior client relationship management skills.Exceptional written and verbal communication skills (English and French).Ability to communicate with clients about investment, economic, financial and taxation issues.Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases.Ideal candidate qualificationsStrong focus on high-net-worth client service excellence.Excellent organization, multitasking and priority management skills.Resourcefulness, problem-solving skills, and ability to work autonomously.High attention to detail.Team spirit and ability to thrive in a collaborative work.Advanced analytical, problem-solving, and strategic decision-making skills.A desire to learn and grow.Our commitment to YouValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact. The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationMontreal, QuebecSalary range is expected to be between$81,450.00 CAD - $146,610.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Under the supervision of the chief accountant, the incumbent manages the accounting of fixed assets and supports project managers in monitoring and budgetary control of projects. They are responsible for the application of IFRS accounting standards as well as compliance with the various APM policies and procedures. This person collaborates with project managers to ensure the integrity of the capital acquisition process.Manage accounting and support teams in budgetary control of capital projects:Create projects and develop the project breakdown (OTP).Distribute budgets, manage forecasts for each project with the collaboration of project managers.Manage the capital project request (DPI) approval process.Support project cost control: analyze investment projects, explain variances and modifications as well as monitor subsidies to ensure adequate accounting treatment.Understand the project, collaborate, advise, recommend and assist managers in the management of their project.Analyze and explain the discrepancies between the budget and the costs incurredImplement and apply tools, indicators and financial monitoring on the various APM projects.Design and establish budget monitoring reports for management and the board of directors for the awarding of contracts.Act as an expert on transactions related to fixed asset registers:Create projects and develop the project breakdown (OTP).Ensure with project managers, traceability and adequate accounting of the disposal, modification or demolition of assets in the execution of their project;Make suggestions or recommendations on the application or modification of the lifespan of assets during their creation or an event generating demolition, loss of value, etc. ;Be on the lookout for situations having a possible impact on the accounting of fixed assets, for example, the assessment of obligations linked to the decommissioning of fixed assets, the presence of a lease contract or even the entry into force new accounting standards.Be aware of IFRS standards and the use of assets in order to apply the appropriate depreciation rules.Manage the accounting and monitoring of grants on fixed assets.Study and understand the eligibility criteria and other requirements of contribution agreements with granting organizations/bodies;Participate in management committees for various grants with governments;Organize the accounting of eligible costs, calculate, design, coordinate the preparation and submit claims;Analyze, obtain information and answer questions from stakeholders regarding submitted complaints;Establish and submit budget forecasts to granting organizations/bodies;Maintain monitoring of grants and claims in collaboration with the Public Financing team.Organize, maintain and manage changes relating to certain SAP modules and other IT applications:Study and find solutions to optimally meet the needs of project management.Participate in the development of SAP modules relating to fixed assets (AA), investment management (IM), project management (PS) and applications for managing slips, project timesheets and others.Create and maintain the project structure in SAP according to the projects in the business plan.Create and maintain project models to enable the compilation of information relating to project management and follow-up.Collaborate in optimizing the configuration of modules.Ensure the proper functioning of internal controls of SAP modules.Provide various analyzes and reports necessary for the preparation of financial statements in accordance with IFRS and any other relevant management reports or analyses:Produce the annual operating depreciation expense budget and business plan.Collaborate with project management teams to propose, construct and issue relevant performance indicators and/or reports allowing the analysis, monitoring and improvement of the understanding of project-related information.Prepare and reconcile fixed assets for financial statements.Produce labor regularization and registration entries on capital projects;Prepare capital asset reports (capital expenditure report, forecast, etc.);Carry out the work required at the end of the month and at the end of the year for the purposes of the audited financial statements (asset continuity and depreciation schedule, cash flow, notes to the financial statements relating to fixed assets, production of various reports for external auditors, etc.)Act as a point of contact for the application of generally accepted accounting principles and IFRS.Participate in capital asset accounting in collaboration with financial management officers.QualificationsBachelor's degree in business administration, accounting specialization and 7 to 10 years of relevant experience or other equivalent combination of education and experience.Be a member of the Order of Chartered Professional Accountants of QuebecExperience with the SAP system: Fixed Asset Accounting, Project Management, Financial Investment Management modules.Experience in investment project management.Spoken and written bilingualism: French and EnglishMastery of the Office 365 suite, particularly Excel.Have a customer service orientation, ability to listen, synthesize needs and propose solutions.Strong ability to analyze and manipulate data.Be open to changes and different opinions.Great ability to manage priorities.Be comfortable working in a context of development.

Founded in 2001, Fed Finance is a recruitment agency that is specialized in accounting and finance positions. Our consultants are finance experts and speak your language. We select the best candidates for temporary and permanent positions. We are committed to working with you throughout your job search and beyond!Client dans le secteur de la santé Hello, I am Charlotte, Recruitment and Business Development Advisor at Fed Finance, a recruitment firm specializing in recruitment for finance, accounting and payroll professions. I work on two types of recruitment: temporary and permanent in the Greater Montreal region. Our team, experts in finance, speak your language and operate in your world. I am looking for a finance manager, for my client in Montreal. This is a permanent position. Your responsibilities will be: - Manage all accounting and financial operations; - Account for insurance, reinsurance and investment transactions, prepare the end-of-period adjustments; - Carry out routine accounting operations; - Analyze and prepare quarterly financial statements, estimate year-end results and explain budget variances; - Develop annual budgets and ensure their monitoring; - Develop, implement and monitor processes and various policies management and internal control; - Ensure the quality and efficient access of financial information; - Prepare the information necessary for the appointed actuary for the preparation of the various statutory reports; - Produce the various financial (or other) reports required by the Financial Markets Authority; - Prepare the audit file and collaborate with the auditors; - Manage cash flow in accordance with policies; - Prepare quarterly information for reinsurers, monitor amounts to be recovered from them and prepare the file for the renewal of treaties; - Supervise investments made on behalf of the organization; - Maintain constant monitoring of the evolution of professional practices in the sector of insurance and ensure monitoring of the best applicable accounting practices. - Participate in the management of IT subscription and accounting projects; - Periodically review agreements relating to overhead costs with suppliers external and coordinate their application; - Ensure control of inventories and equipment and purchase supplies according to approved budgets; - Participate in various committees or working groups;- BAC in accounting or business administration; - CPA; - Knowledge of IFRS 4, IFRS 9 and IFRS 17; - Knowledge of of the MS Office suite, more specifically Excel and the software accountant MS GP Dynamics; - Excellent command of French in verbal and written communications; - Good knowledge of English in verbal and written communications; - Knowledge of professional orders and insurance funds (an asset)