Onsite Wealth Management Advisor, Taxation

Posted 2 hours ago

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About the role

  • Tax returns (personal income tax and real estate wealth tax) for our high‑net‑worth clients
  • Collecting data, preparing client files, and entering tax returns into our dedicated software
  • Assisting with advisory assignments

Requirements

  • Master's degree (Bac+4/5 or equivalent)
  • Familiarity with personal income tax (IRPP)
  • Motivation to join the team
  • Strong interpersonal and organizational skills
  • Comfortable with digital tools (Microsoft Office)

Benefits

  • Recruitment policy aimed at improving representation of people with disabilities

Job title

Wealth Management Advisor, Taxation

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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