job opening

Financial Controller

Type: Permanent role: Three days per week with the option for full time
Location: Kirkland, QC

• • Would you be interested in becoming the Financial Controller at a ferociously client-focused Montreal-based wealth management firm?
  • Would you relish the opportunity to be in a management and leadership role and part of a harmonious, team-oriented culture, where we encourage and support personal and professional growth?
  • Are you interested in helping shape the future of a respected wealth management firm?

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.

1. Financial Oversight
   • Oversee financial accuracy in partnership with Serene Accounting.
   • Manage the daily, monthly, quarterly and annually financial cash flow management
   • Manage the preparation and review of financial statements, budgets, and forecasts.
   • Work with our CCO to ensure compliance with financial regulations and standards.
2. Regulatory Compliance
   • Work with or CCO and liaise with regulatory bodies for financial compliance matters.
   • Coordinate financial aspects of audits and annual reports.
3. Strategic Contribution
   • Provide financial strategy and analysis to support firm decisions.
   • Engage in long-term financial planning in line with company goals.
4. Team Leadership
   • Lead financial operations, working closely with internal and external stakeholders.
5. Shareholder Engagement
   • Manage shareholder financial communications, distributions, and agreements
6. Technology Optimization
   • Leverage cloud-based tools like QuickBooks, Microsoft 365 for efficient financial management.

• Ideal candidate will have a bachelor’s degree in accounting, finance or economics and be a CPA
• 7 to 10 + years accounting experience ideally in public accounting, corporate finance, or within the wealth management industry
• Expertise in financial systems & reporting software
• Cash flow management, forecasting and budgeting
• Ideally experienced in regulatory compliance
• Excellent communication and interpersonal skills.
• Bilingual proficiency in English and French.
• Comfort with technology and adaptability to new systems.

Primarily office-based with the option for 1-2 days of remote work per week.