Executive Assistant, CIO & CFO

Socket.dev; Toronto; On-site; CAD 85,000 - 115,000; Full time

Job summary

AGF Management Limited in Toronto seeks an Executive Assistant to support the CIO and CFO with high-level administration and operations. You will coordinate priorities, manage calendars, and ensure discreet handling of confidential matters while liaising with internal and external stakeholders.

You will drive efficiency by coordinating travel, communications, and meetings, and by leveraging AI-enabled tools and automation to enhance productivity. This is a fast-paced, in-office role in Toronto.

Qualifications

• 5+ years of experience supporting senior executives in corporate/financial services/asset management.
• Proven ability to manage complex priorities with multiple stakeholders in a fast-paced environment.
• Trusted executive partner with strong business acumen, judgment and discretion.
• Exceptional organizational, communication, and project management skills.
• Advanced proficiency with Microsoft 365 and collaboration technologies; leverage automation/AI to enhance productivity.

Responsibilities

• Serve CIO & CFO as trusted partner, manage priorities, anticipate needs and optimize executive effectiveness.
• Coordinate calendars, meetings, travel, and stakeholder engagements aligned with business priorities.
• Prepare executives for meetings, committees, board discussions, and key forums with concise materials.
• Track commitments and deliverables; ensure accountability and timely execution.
• Support onboarding, team communications, document management, and special projects.

Skills

Executive support

Calendar management

Stakeholder management

Discretion & judgment

Organization & project mgmt

MS 365 / collaboration

Communication

Relationship-building

Tools

Microsoft 365

Automation tools

AI tools

Job description

About AGF Management Limited:

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 820,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About the Role

As the Executive Assistant to the Chief Investment Officer (CIO) and Chief Financial Officer (CFO), you will play a critical role in providing high-level administrative and operational support to two senior executives. You will serve as a trusted partner, ensuring efficient management of priorities, seamless coordination of activities, and effective communication across internal and external stakeholders. This role requires exceptional organizational skills, sound judgment, discretion, and the ability to thrive in a fast-paced environment while managing multiple priorities. This is a net new role supporting the growth of our executive operations.

This role requires an in-office presence in Toronto up to five days per week.

Key Responsibilities

Strategic Executive Partnership

• Serve as a trusted partner to the CIO and CFO, helping to manage priorities, anticipate needs, and optimize executive effectiveness.

• Support the execution of strategic objectives by translating priorities into actions, timelines, and follow-through.

• Prepare executives for key meetings, committees, board discussions, and business forums, ensuring they are informed and decision-ready.

Executive Operations & Execution

• Manage complex calendars, meetings, and stakeholder engagements, ensuring time is aligned with business priorities.

• Coordinate agendas, materials, executive communications, and correspondence, delivering high-quality outputs with accuracy and professionalism.

• Track commitments, action items, and key deliverables to ensure accountability and timely execution.

• Continuously improve workflows, processes, and information flow to enhance efficiency and effectiveness.

Stakeholder & Relationship Management

• Serve as a key point of contact on behalf of the CIO and CFO, building strong relationships with internal and external stakeholders.

• Partner across functions to drive alignment, facilitate communication, and support cross-functional initiatives.

• Exercise sound judgment and discretion in managing confidential and sensitive matters.

Travel, Administration & Special Projects

• Coordinate executive travel, expenses, events, and logistics with exceptional attention to detail.

• Support departmental administration, including onboarding, team communications, document management, and special projects.

• Leverage technology, automation, and AI-enabled tools to improve productivity and the executive experience.

Qualifications

• 5+ years of experience supporting senior executives in a corporate, financial services, asset management, or professional services environment.

• Demonstrated ability to manage complex priorities, multiple stakeholders, and competing demands in a fast-paced environment.

• Proven success operating as a trusted executive partner with strong business acumen, judgment, and discretion.

• Exceptional organizational, communication, and project management skills, with the ability to balance strategic priorities and operational execution.

• Advanced proficiency with Microsoft 365 and collaboration technologies, including the ability to leverage automation and AI tools to enhance effectiveness.

• Highly proactive, resourceful, and adaptable, with a solutions-oriented mindset and the ability to drive outcomes independently.

• Strong relationship-building and influencing skills across all levels of the organization.

• Experience supporting leadership teams, executive committees, board activities, or enterprise initiatives is an asset.

• Financial services or asset management industry experience is an asset.

Compensation

The anticipated compensation range for this role is $85,000 – $115,000 annually, which represents base salary and, where applicable, variable compensation components (e.g., annual bonus, commissions, etc.). Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.

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No unsolicited agency referrals please.

AGF isan equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds, including women, Indigenous peoples, racialized persons, persons with disabilities, and members of the 2SLGBTQIA+ community.

We do not discriminate on the basis of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, disability, or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process, please contact us at [e-mail] so that appropriate arrangements can be made.