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Sagard Wealth

Verified Job Source

Sagard Wealth is a premier wealth management firm dedicated to delivering tailored financial solutions and personalized services for ultra-high-net-worth individuals, families, and foundations.

Calgary, Alberta

Investment Management
11–50 people

About

Sagard Wealth is a wealth management firm that provides comprehensive wealth management services to ultra-high-net-worth individuals, families and foundations. We are committed to providing clients with personalized service and customized solutions that help them achieve their financial goals. Sagard Wealth is a part of Sagard, a global alternative asset management firm.

Open positions

Comptable de Fonds/Fund Accountant

On-site · Montréal

The Fund Accountant will ensure the accuracy of financial statements, NAV reporting, and investor reporting for various investment entities. They will also manage capital activity processes, oversee fund accounting activities, and coordinate audits while supporting regulatory compliance.

Comptable de Fonds Sénior/Senior Fund Accountant

On-site · Montréal

The Senior Fund Accountant will ensure the accuracy of financial statements, NAV reporting, and investor reports for various investment entities. They will also manage capital activity processes, coordinate audits, and support the scaling of accounting and control platforms.

Senior Fund Accountant / Comptable de Fonds Sénior

On-site · Montréal

Ensure the accuracy of quarterly financial statements, NAV reporting, and investor reporting for various fund entities. Manage capital activity processes and coordinate audits and tax compliance filings under IFRS.

Fund Accountant / Comptable de Fonds

On-site · Montréal

Ensure accuracy of financial statements and investor reporting for multiple entities while managing capital activity processes. Oversee fund accounting activities and coordinate audits, ensuring compliance with regulatory filings.

Senior Accountant / Comptable senior

On-site · Montréal

The Senior Accountant is responsible for maintaining financial books and records for various entities, including managing fund recharges and performing account reconciliations. They support the full close process, prepare financial statements, and coordinate with external auditors to ensure accurate reporting.

Senior Fund Accountant / Comptable de Fonds Sénior

On-site · Montréal

The Senior Fund Accountant will ensure the accuracy of financial statements and manage capital activity processes while collaborating with fund administrators and investor relations. They will also oversee fund accounting activities and coordinate audits, ensuring compliance with regulatory filings.