Associate

Oakbridge Search Partners; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A financial services firm located in Toronto is seeking an Associate for its Private Wealth & Family Office team. The successful candidate will manage a portfolio of ultra-high-net-worth clients, providing strategic financial oversight and liaising with external specialists. Essential qualifications include an active CPA designation and 3–5 years of related experience in public accounting or private wealth management. The firm emphasizes discretion and precise communication, offering a dynamic work environment.

Qualifications

• 3–5 years of experience in public accounting, private wealth management, or family office.
• Strong knowledge of investment reporting and Canadian tax frameworks.
• Ability to simplify complex financial information.

Responsibilities

• Develop and maintain integrated financial reporting packages.
• Serve as primary liaison between clients and external specialists.
• Conduct financial modeling and manage sensitive documentation.

Skills

Financial Reporting

Cash Flow Analysis

Compliance Oversight

Communication with Specialists

Financial Modeling

Organizational Skills

Discretion

Education

CPA Designation

Job description

Opportunity: Associate (Private Wealth & Family Office)

We are working with a client in the multi-family office space that provides sophisticated financial stewardship to a select group of ultra-high-net-worth individuals. This firm operates as a dedicated hub for complex financial affairs, coordinating high-level strategy across global tax, investment, and lifestyle management functions.

The Role

This is a pivotal position within a high-performance team. You will support a portfolio of clients whose needs go far beyond traditional banking, involving the management of diverse global interests and high-value physical assets. We are seeking a professional who excels in a "high-touch" service model where precision and discretion are the baseline.

Key Areas of Responsibility

Strategic Financial Oversight

• Develop and maintain integrated financial reporting packages and operational dashboards.
• Monitor liquidity and private investment activity, providing detailed cash flow projections.
• Audit lifestyle and business expenses to provide variance analysis and trend insights.
• Ensure the integrity of all financial data, from tax-readiness to bookkeeping oversight.

Intermediary & Advisor Relations

• Serve as the primary liaison between the client and an ecosystem of external specialists (tax, legal, and banking).
• Maintain an institutional memory of complex entity structures and historical transactions.
• Facilitate seamless communication with external accounting partners to ensure multi-jurisdictional compliance.
• Evaluate and summarize incoming communications from third-party investment managers.

Special Projects & Administration

• Conduct deep-dive financial modeling, such as burn-rate assessments and currency exposure analysis.
• Manage sensitive regulatory and banking documentation, including complex KYC/AML renewals.
• Coordinate philanthropic workflows, including tracking capital commitments and donation reporting.

Candidate Profile

• Professional Credentials: A CPA designation is essential for this role.
• Experience: 3–5 years of progressive experience in public accounting, private wealth management, or a dedicated family office environment.
• Technical Breadth: A strong grasp of the interplay between investment reporting and Canadian tax frameworks (Personal, Corporate, and Trust).
• Operational Style: A self-motivated "subject matter expert" who can work autonomously while managing the competing priorities of a sophisticated principal.
• Attributes: Absolute discretion, meticulous organizational skills, and the ability to simplify complex financial information for various stakeholders.

Education & Qualifications

• Active CPA Designation is a non-negotiable requirement.