Our human capital: our greatest value.

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Helping our team members develop their full potential and grow is at the heart of our corporate philosophy. As a company, our human values are authentic and deeply rooted in a rewarding work experience.

Are you next?

Be better invested in your aspirations

We encourage our employees to be better invested in both their professional and personal lives. We promote a balance between these two facets while being driven by excellence and a strong team spirit. The loyalty of our employees is a testament to this stimulating and caring work environment.

Corporate Internship Program

We contribute to training the next generation of finance professionals in Quebec. Every year, several students and new graduates come to our firm to improve their financial qualifications.

Benefits

We recognize the value and efforts of our employees in many ways. Here are the main benefits you can enjoy by joining our team:

Employer’s contribution to employee’s RRSP

Profit-sharing plan

Hybrid work mode

People-oriented corporate culture

Company promoting the development of skills

Available Jobs

Portfolio Manager

As a Portfolio Manager, you will play a key strategic role within the firm. As a member of the Investment Committee, you will contribute to the development of investment strategies and the selection of securities within the portfolios. Additionally, you will be entrusted with a portion of the firm's clientele, guiding them toward achieving their financial objectives. You will also be expected to contribute to business development initiatives aimed at increasing the firm's assets under management.

Key Responsibilities

Monitor and manage client portfolios
Perform portfolio reviews with clients and ensure that the investment policy is consistent with the client's objectives and risk profile
Monitor portfolio securities and actively participate in investment committees
Generate new investment ideas
Follow the financial markets and keep abreast of current events
Maintain excellent client relationships by providing unparalleled service
Collaborate with the other Portfolio Managers regarding portfolio management, client follow-ups and business development initiatives.

The ideal candidate must demonstrate a great deal of rigor and autonomy, possess a keen attention to detail, and have excellent oral and written communication skills. The candidate must also subscribe to the firm's value investing philosophy, have a sharp business sense, and be a strong team player.

Requirements

Undergraduate degree (bachelor degree) in finance
CFA charterholder • Graduate degree (master degree) in finance (an asset)
Minimum of 5 years of experience as a portfolio manager
Experience serving on an investment committee
Experience working with private wealth management clients
Bilingualism in French and English (oral and written)

Be Better Invested with AA&A

Allard, Allard & Associés fosters a strong corporate culture rooted in its passion for finance and a deep respect for employees and their needs. The firm promotes a healthy work environment where everyone can grow and thrive.

Here are some of the benefits offered:

Competitive salary
High-potential variable compensation program
Employer contribution to employee RRSP
Flexible hybrid work arrangements
Public transportation incentive
On-site gym
Easily accessible office location

To apply, please submit your résumé no later than April 7, 2025, to recrutement@allard-allard.ca

To apply for this position, please send us your resume with a cover letter.

I’m applying!

Unsolicited Applications

The position you are looking for is not posted? Let’s meet! Send us your resume and a cover letter by e-mail to the following address:

cvweb@allard-allard.ca