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August Group

Family Office Associate

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: May 4, 2027
Posting language: English
Posted: Nov 5, 2026

Original job description

ABOUT AUGUST GROUP

August Group is a boutique multi-family office providing integrated wealth planning, tax, estate, and family office services to high-net-worth individuals and families across Canada and the US, including professional athletes and their families.

THE ROLE

The Family Office Associate supports the Head of Wealth Planning by triaging and analyzing base planning scenarios and taking ownership of an assigned portfolio of client households. This is an advisory role rather than an operational one, with client exposure that grows through shadowing the Head of Wealth Planning and executive leadership. Over time, the Associate develops into a relationship manager role across estate, tax, cash flow, retirement, and risk management planning for a sophisticated, cross-border client base.

KEY RESPONSIBILITIES

Triage and analyze base planning scenarios across cash flow, retirement, tax, estate, and risk management, flagging issues for senior or specialist review
Build and maintain client plans, net worth statements, and cash flow projections using August Group's in-house planning tools
Serve as planning lead for an assigned portfolio of client households, under the oversight of the Head of Wealth Planning
Prepare for and follow up on client review meetings, translating analysis into clear, client-ready recommendations
Attend client meetings alongside the Head of Wealth Planning and executive leadership, taking ownership of notes and follow-ups
Lead agreed portions of client meetings for assigned households as experience and client trust develop
Work with clients' external professionals, including accountants, estate lawyers, insurance brokers, and private bankers
Coordinate with the investment, tax, and operations teams to deliver complete and timely client work
Contribute to planning templates, process improvements, and the team's use of AI and planning technology
Perform other planning and advisory duties as required to support evolving business needs and departmental priorities

QUALIFICATIONS

2 to 5 years in financial planning, wealth management, private banking, or a tax or accounting practice serving individuals and families
Bachelor's degree in finance, commerce, economics, or a related field
Working knowledge of financial, cash flow, retirement, tax, estate, and risk management planning, with the judgment to know when to escalate
CFP designation is preferred; candidates actively working towards the CFP will be considered
Family office or high-net-worth advisory experience is an asset
Investment background or credentials (e.g., CSC, CIM, or progress towards the CFA) are an asset, though not required
Exposure to Canada and US cross-border planning, or to professional athletes and their families, is an asset
Strong Excel and modelling skills, with high attention to detail and accuracy
Clear written and verbal communication, suited to clients and senior professionals
Proficient in leveraging AI tools and technology to improve analysis, productivity, and client deliverables
Experience with portfolio management or CRM platforms (e.g., Addepar, Wealthbox) is an asset
Discretion and professionalism when handling sensitive client financial information

WHY WORK AT AUGUST

Competitive compensation that recognizes your contributions and impact
Comprehensive health and wellness benefits because your well-being matters
A rewarding retirement savings program to help you build for the future with confidence
Flexible vacation and time-off policies that support balance, rest, and personal priorities
Ongoing investment in your growth through learning opportunities, professional development, and career advancement support, including support towards the CFP designation
A defined development path towards a client relationship manager role
An engaging, people-first culture with team events and experiences that foster connection, collaboration, and fun

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More about this job

Responsibilities

Analyze client planning scenarios and develop financial plans, net worth statements, and cash flow projections for an assigned portfolio of households. Support and progressively lead client meetings, coordinate with clients’ external professionals and internal teams, and contribute to planning processes and technology improvements.

Requirements

Candidates need 2 to 5 years of relevant experience and a bachelor’s degree in finance, commerce, economics, or a related field, along with working knowledge of financial, cash flow, retirement, tax, estate, and risk management planning. Strong Excel and modeling skills, clear communication, discretion, and proficiency with AI tools and technology are expected; CFP progress and family office, investment, or cross-border planning experience are preferred or considered assets.

Skills

Financial Planning
Cash Flow Planning
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Financial Modeling
Excel
Client Communication
Cross-Border Planning
Net Worth Statements
AI Tools
Planning Technology
Attention To Detail
Discretion

Benefits

Health And Wellness Benefits
Retirement Savings Program
Flexible Vacation And Time-Off Policies
Learning And Professional Development Opportunities
Career Advancement Support
CFP Designation Support
Team Events And Experiences

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Planning
Family Office
High-Net-Worth Individuals
Cash Flow Planning
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Cross-Border Planning
Net Worth Statements
Cash Flow Projections
Excel
Financial Modeling
CFP
CSC
CIM
CFA
AI Tools
Planning Technology
Addepar
Wealthbox
Portfolio Management
CRM Platforms
Investment Management

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