Adjointe planification financière

Financial Planning Assistant role supporting professionals in operations, providing high-level customer service, and developing in a professional environment where contribution makes a real difference to clients.

Requirements

• College degree in accounting, finance, financial services or related field, or equivalent combination of education and relevant experience acquired within a professional firm
• Ease with vocabulary and concepts related to accounting and taxation
• Minimum of 2 years of experience in administrative support to professionals in the context of their daily activities
• Very good mastery of computer tools, including general knowledge and use of Microsoft Office suite, particularly Word and Excel
• Excellent written communication skills in French
• Strong interpersonal skills
• Strong sense of organization, method, and discipline in work execution
• Ability to work autonomously, demonstrate initiative, and resourcefulness
• Ability to manage multiple files simultaneously while respecting deadlines and quality standards
• High professional rigor and attention to detail
• Curiosity, motivation, and ease of acquiring new knowledge

Benefits

• Competitive salary
• Group insurance plan including telemedicine
• Retirement plan with employer contribution
• Employee and family assistance program
• Opportunity to work from home up to three days a week
• Flexible schedule promoting work-life balance