Family Office Associate

TDS Personnel; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A boutique wealth management firm in Toronto is seeking a qualified financial advisor to manage complex financial affairs for high-net-worth clients. Key responsibilities include net worth management, investment oversight, and tax planning support. The ideal candidate will have a strong background in accounting and financial planning, alongside required designations like CPA or CFP. This role offers an opportunity to work in a collaborative and fast-paced environment, providing exceptional financial services.

Qualifications

• Strong foundation in tax, estate, and financial planning.
• Exceptional attention to detail and organizational skills.
• Ability to handle confidential information.

Responsibilities

• Compile and maintain detailed net worth statements.
• Develop and refine financial models for planning objectives.
• Coordinate with external investment managers.

Skills

Financial planning

Tax planning

Investment oversight

Client reporting

Communication skills

Education

CPA, CA, CFP, or similar designation

Undergraduate degree in finance, economics, business, math

Tools

Microsoft Office (Excel, Word, PowerPoint)

Job description

Job Description

Our client is an independent, boutique wealth management firm based in Toronto, serving high-net-worth individuals and families. They offer a comprehensive suite of services encompassing investment management, financial planning, and family office solutions. The ideal candidate will possess a strong foundation in accounting and financial planning, coupled with the ability to manage complex financial affairs for affluent families.

Responsibilities

• Net Worth Management: Compile and maintain detailed net worth statements, ensuring accuracy and timely updates.
• Financial Modeling: Develop and refine financial models to project cash flows, retirement scenarios, and other long-term planning objectives.
• Tax Planning Support: Collaborate with clients’ tax advisors to identify opportunities for tax efficiency and implement recommended strategies.
• Investment Oversight: Coordinate with external investment managers, reviewing performance and ensuring alignment with clients’ goals.
• Estate and Insurance Planning: Assist in reviewing estate plans and insurance policies, ensuring they meet clients’ current and future needs.
• Client Reporting: Prepare comprehensive reports that consolidate clients’ financial information, providing clear insights and actionable recommendations.
• Advisor Coordination: Serve as a liaison between clients and their external advisors (legal, tax, insurance), ensuring cohesive strategy implementation.

Qualifications

• CPA, CA, CFP, or similar designation (REQUIRED), with an undergraduate degree in finance, economics, business, math, or a related field (MBA an asset)
• Strong foundation in tax, estate, and financial planning, with knowledge of Canadian regulatory and account structures (e.g., IPPs, corporate and registered accounts)
• Exceptional attention to detail, organizational skills, and comfort handling confidential information
• Strong communication and interpersonal skills, with a professional and dependable demeanour
• High proficiency in Microsoft Office (Excel, Word, PowerPoint) and aptitude with numbers and problem-solving
• Ability to prioritize, adapt, and thrive in a fast-paced, collaborative environment

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.