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
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.
On-site · Montréal
The Specialist will manage the end-to-end recruitment process and lead employee lifecycle activities including onboarding and offboarding. They will also partner with business leaders to develop hiring strategies and leverage technology and AI to improve talent operations.
Hybrid · Montréal
The role involves performing in-depth valuation analyses for private equity, credit, and venture capital portfolios to ensure governance compliance. Additionally, the incumbent will support strategic initiatives, including acquisitions and fund performance analysis, while preparing reports for internal and external stakeholders.
On-site · Montréal
The intern will assist with cash management, cash forecasting, and the preparation of Net Asset Values (NAVs) across multiple investment vehicles. They will also collaborate with investment teams to analyze fund data, support financial reporting, and contribute to the valuation process.
On-site · Toronto
The associate will manage the collection and analysis of portfolio data to provide actionable insights for investment teams. They will also support quarterly reporting, market research, and the automation of investment-related data infrastructure.
On-site · Montréal
The role involves driving AI and technology transformation initiatives across the firm while supporting strategic business operations and financial planning. You will work closely with senior leadership to redesign workflows, track business outcomes, and prepare executive-level strategic materials.
On-site · Montréal
The Senior Paralegal will support the firm's fund operations, regulatory infrastructure, and transaction execution framework. Responsibilities include managing a large portfolio of legal entities, handling KYC requests, and contributing to legal process optimization through technology.
Hybrid · Toronto
The intern will assist in investment operations, conduct portfolio and fund analysis, and provide strategic support to senior management. They will also be responsible for researching potential solutions and creating data-driven presentations.
On-site · Montréal
The Portfolio Analyst will manage the complete portfolio lifecycle, including trade settlement, reconciliation, and performance reporting. They will also support investment teams with portfolio analytics and contribute to the development of automated operational workflows.
On-site · Montréal
Coordinate and support the execution, administration, and closing of complex investment and corporate transactions across various alternative asset strategies. Advance the legal operations function by implementing technology, data-driven processes, and automation to enhance team efficiency and scalability.
Hybrid · Toronto
Support the full investment lifecycle for the AI Fund, including sourcing opportunities, conducting diligence, and monitoring portfolio performance. Assist portfolio companies with strategic initiatives and leverage AI tools to automate internal fund operations.
Hybrid · Toronto
Provide comprehensive administrative support to three executives across North America, managing complex calendars, travel, and daily operations. Coordinate with the broader team on logistics, CRM updates, and event organization to ensure operational efficiency.
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.
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.
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.
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.
On-site · Montréal
The Senior Analyst will manage financial data validation, consolidation journal entries, and the preparation of consolidated financial statements. They will also support month-end and quarter-end reporting activities while interacting with various finance teams.
On-site · Montréal
This senior leadership role involves leading and overseeing corporate governance frameworks, entity management, and operational processes supporting Sagard’s global investment activities across various strategies. Key duties include supervising corporate secretarial functions, fund infrastructure support, transaction execution oversight, and managing the Corporate Services team.
On-site · Montréal
Lead the end-to-end delivery of complex infrastructure and technical projects, ensuring they are completed on time, within budget, and meet performance standards. You will manage project plans, identify risks, and communicate technical concepts clearly to both technical and non-technical stakeholders.
On-site · Montréal
The Security Project Manager will lead the end-to-end delivery of complex cybersecurity initiatives, including governance, technical operations, and M&A integration workstreams. They will coordinate across internal teams and external vendors to ensure projects are executed on time, within budget, and in alignment with firm-wide standards.
On-site · Toronto
The AI Builder will partner with business units across investment, finance, compliance, and operations to identify high-value AI use cases and rapidly prototype, build, and deploy practical AI-enabled solutions. This involves iterating on solutions based on operational feedback and ensuring all deployments adhere to security and responsible AI best practices.
