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

Dual Role: Chief Compliance Officer (CCO) and Chief Financial Officer (CFO)

Reporting to: Managing Partner & Board of Directors

We are seeking a dynamic and highly motivated Certified Public Accountant (CPA) for a senior management role that combines compliance leadership with business management. This dual role is ideal for a strategic thinker who is eager to shape the operational and regulatory framework of a growing organization.

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.