Careers – Join our Team

TMA Wealth Management U

TMA Wealth Management U is a resource sharing platform to help current and recent university graduates, learn more about the Canadian wealth management industry.

Join the TMA U Community

Current Job Openings

Associate

Our newly created associate position is ideal for someone looking to embark on a career in wealth management, participate in a thriving business, and contribute to our ideal client experience.

Job Description

Tax Preparer

This role is ideal for a highly professional and qualified seasonal Tax Preparer with a strong ability to analyze and solve problems, communicate with different types of clients, and management. This is not a full-time role and as such, and depending on the candidate, we have the flexibility to combine this role with other roles such as Business Development Officer and/or Company Controller.

Job Description

Controller

The Controller role is primary focused on managing the financial operations of the firm right from the daily aspects of accounting for income, expenses and capital assets, to filing the yearend reporting to our regulators. This is not a full-time role and as such, and depending on the candidate, we have the flexibility to combine this role with other roles such as Tax Preparer and/or Chief Compliance Officer.

Job Description

Chief Compliance Officer

The Chief Compliance Officer role is primarily focused on the compliance oversight of our wealth management firm. This is not a full-time role and as such, and depending on the candidate, we have the flexibility to combine this role with other roles such as Controller.

Job Description

About Our Company

Founded in 1995, Tulett, Matthews & Associates is an independent, Montreal-based firm that empowers Canadian professionals, executives, entrepreneurs, and retirees through our integrated wealth management solutions. Our tailored services include portfolio management, financial planning, tax planning, and additional care as warranted.

At the heart of our success is our client focus, exemplified through objective advice, integrated planning, and evidence-based strategies – all delivered with a personal touch.

More than just a place to learn from the best, we are committed to providing you with exceptional mentorship, training, and development opportunities. We’re located in the West Island of Montreal, in a professional, bright workspace offering a positive atmosphere, ample parking, and convenient accessibility to public transport and amenities.