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Added 13 mins ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 13 mins ago
T
Personal Banking Associate Trainee
TD
Woodstock, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 13 mins ago
Production Mechanical Engineer
Bronswerk Group & Affiliates
Dartmouth, NS
Working closely with the Project Manager, the Production Engineer will be part of the Artic Offshore Patrol Ships (AOPS) project team, ensuring the Bronswerk work scope is installed and…
Added 13 mins ago
General Manager - Fabrication
Salit Steel
Fort Erie, ON
The General Manager oversees the complete commercial and operational lifecycle, from business development and procurement to fabrication, project management, and final delivery. By…
Added 13 mins ago
Senior Advisor, Development (Fixed Term 5 Months)
Infrastructure Ontario
Toronto, ON
Manage planning projects; support internal and external stakeholder discussions, client, and vendor relationships; and multi-disciplinary teams in delivering planning projects (e.g. act as…
Added 13 mins ago
Manager, Project Controls
North American Rail Solutions
Calgary, AB
Tri Innovations is seeking an experienced Manager, Project Controls to lead project controls across a portfolio of EPC, industrial, infrastructure, and rail projects.
Added 13 mins ago
Immunization - Registered Practical Nurse
Windsor-Essex County Health Unit
Windsor, ON
Provide therapeutic client-centred care maintaining professional boundaries while using trauma and violence-informed principles, harm reduction, and cultural safety.
Added 13 mins ago
HB
Senior Software Development Engineer in Test
H&R Block Canada
Calgary, AB
- Full-time
Reporting to the Software Development Manager, the Senior Software Development Engineer in Test (SDET) is a hands-on engineering role responsible for building quality into the software…
Added 13 mins ago
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Director-PM Compliance
BMO
Toronto, ON · FCP
- Full-time
…compliance leadership and oversight for BPIC, a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer, and support priorities and initiatives across Private Wealth…
Added 13 mins ago
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SENIOR ACCOUNT MANAGER, FINANCING - Drummondville, Victoriaville
BDC
Drummondville, QC · Victoriaville, QC
- Full-time
This is an opportunity to combine business development, financial analysis, financing and strategic client support, while building your presence and professional network within the…
Added 13 mins ago
Z
Enterprise Solutions Architect
Zazz
Canada
- Full-time
Own selected client accounts. Be the main client contact for a portfolio of accounts, working alongside Project Managers on scope, risks, and delivery. You are the client's partner, not the…
Added 13 mins ago
IG
OSP Manager
Insight Global
Concord, ON
- Full-time
We are seeking an experienced OSP Manager to lead large-scale Fiber-to-the-Home (FTTH) and Outside Plant (OSP) telecommunications projects from initial bid through final construction and…
Added 13 mins ago
MR
Data Architect
MPA Recruitment
Toronto, ON
- Full-time
…both the public and private sector. For over 30+ years our client has been providing software solutions to the commercial, healthcare and public sectors. There is a strong possibility you…
Added 13 mins ago
EI
Technical Product Manager - Digital Pathology
Estuate, Inc.
Mississauga, ON
- Contract
Translate product strategy into detailed scientific requirements for prototype construction and final product development by engineering and data science teams.
Added 13 mins ago
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Director, Utility Engineering & Business Development
Telecon
Vaughan, ON
- $145,000 to $150,000 CAD / year
- Full-time
The ideal candidate will combine strong utility industry relationships, business development capabilities, technical knowledge, and leadership experience. This individual will leverage…
Added 14 mins ago
IG
Account Manager
Insight Global
Toronto, ON · North York, ON
- $75,000 to $80,000 CAD / year
- Full-time
Insight Global is looking for a highly organized Account Manager to support existing customer relationships and ensure projects, orders, and client requests are executed smoothly.
Added 14 mins ago
AC
Manager, Assurance and Accounting
ACCA Careers
Orangeville, ON
- Full-time
Network in the local business community, consider business development opportunities and contribute to the preparation and delivery of competitive proposals to meet client needs
Added 14 mins ago
AG
Family Office Associate
August Group
Toronto, ON
- Full-time
A defined development path towards a client relationship manager role
Added 14 mins ago
LS
Controller
Lock Search Group
Barrie, ON · Greater Barrie Metropolitan Area
- Full-time
Our client is a well-established North American organization specializing in the distribution of technical products and industrial solutions. With a strong market presence and an extensive…
Added 29 mins ago
DM
Entertainment - Account Manager
Dulcedo Management
ON · Quebec, QC
- Full-time
The Role At A Glance: We're looking for an Account Manager to elevate our legacy of white-glove service and set new standards for client relationships. In this role, you'll manage…
Added 44 mins ago
K
Paid Social Manager
Klick
Toronto, ON
- Full-time
The Paid Social Manager leads paid social strategy, campaign execution, and performance optimization for pharmaceutical and healthcare clients. This role manages campaigns across Meta Ads…
Added 44 mins ago
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Product Manager
Cavtera
Ottawa, ON · Kanata, ON
- Full-time
We’re looking for an experienced Product Manager to help shape the vision, architecture, and evolution of the operational software solutions we build for our clients.
Added 44 mins ago
TI
Project Control Manager
Tri Innovations
Calgary, AB
- Full-time
Tri Innovations is seeking an experienced Manager, Project Controls to lead project controls across a portfolio of EPC, industrial, infrastructure, and rail projects.
Added 44 mins ago
C
Commercial Manager
Cavtera
Ottawa, ON · Kanata, ON
- Full-time
As a Commercial Manager, you’ll serve as the commercial lead for our existing client relationships. You’ll work closely with Engagement Managers and the Engagement Director to understand…
Added 44 mins ago
Scotia Jarislowsky Fraser Portfolio Manager - Calgary
Scotiabank
Vancouver, BC · Calgary, BC
The Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated…

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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