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Added 15 mins ago
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Senior Building Consultant
EllisDon
Edmonton, AB
- Full-time
Lead and grow your local area, clients and internal resources and provide mentorship to junior team members.
Added 15 mins ago
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Senior Building Consultant
EllisDon
Calgary, AB
- Full-time
Lead and grow your local area, clients and internal resources and provide mentorship to junior team members.
Added 15 mins ago
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Associate, Sustainability & Performance, Western Canada
Entuitive
Remote, Canada
- Full-time
- Remote
…shifts in order to recommend and implement best practices and client-centric solutions. This role will provide senior leadership and guidance to other team members, as well as include…
Added 15 mins ago
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Corporate Affairs Intern
Burson
Toronto, ON
- $38,462 CAD / year
…redefine reputation as a competitive advantage so they can lead today and into the future. When you work at Burson, you are part of a global community of lifelong learners who thrive at the…
Added 15 mins ago
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Community General Manager, Imperial Service
CIBC
Fredericton, NB
- Full-time
Client Experience – Lead by example and show your team how to deepen relationships and meet client financial needs while providing a high standard of service using our experience…
Added 15 mins ago
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Associate, Sustainability & Performance, Western Canada
Entuitive
Vancouver, BC
- Full-time
…shifts in order to recommend and implement best practices and client-centric solutions. This role will provide senior leadership and guidance to other team members, as well as include…
Added 15 mins ago
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Principal Product Manager (OpenText Business Network - Healthcare Solutions)
OpenText
Richmond Hill, ON
- Full-time
…Engineering and cross-functional teams around measurable business and client outcomes. The ideal candidate combines deep healthcare industry knowledge, strong product judgment, technical…
Added 15 mins ago
NS
Electrical /Instrumentation & Control (I&C) Technical Lead
Next Structural Integrity Inc.
Toronto, ON · Greater Toronto Area, Canada
- $85 to $110 CAD / hour
- Part-time
Our growing company is seeking an experienced Hot Cell Controls Technical Lead to provide technical leadership and drive the design and engineering of controls systems for the ANMRC Hot…
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CS
Business Development Representative (BDR)
Celestial Systems Inc.
Vancouver, BC
- Full-time
…enterprise pipeline full. You'll make sure every promising lead from our executive events gets thoughtful follow-up, and you'll open doors with new prospects through targeted…
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Onsite Coordinator (PM Shift)
Arrow Workforce Solutions
Mississauga, ON
- $50,000 to $52,000 CAD / year
- Full-time
We are seeking an experienced and motivated On-Site Coordinator to oversee daily warehouse operations and support employees at the client site.
Added 15 mins ago
PC
District Energy System Mechanical Team Lead
Pinchin Canada
Burnaby, BC
- Full-time
Bring your district energy expertise and leadership experience to a role where you can make a lasting impact. As our District Energy Team Lead, you’ll help build and mentor a strong…
Added 15 mins ago
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Azure Databricks Solutions Architect
N2P Systems
Toronto, ON
- Full-time
Experience supporting cloud transformation, solution architecture, RFP responses, effort estimation, and client-facing discussions.
Added 15 mins ago
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Marketing Specialist
Search Wizards
Ottawa, ON
- $70,000 CAD / year
- Full-time
We currently have a very exciting opportunity available with our client for a Marketing Specialist . This is a full-time, permanent, on-site role at the client’s office in Ottawa, Canada.
Added 30 mins ago
PI
District Energy System Mechanical Team Lead
Pinchin in Canada
Abbotsford, BC · Burnaby, BC · Kelowna, BC · Victoria, BC
- Full-time
Bring your district energy expertise and leadership experience to a role where you can make a lasting impact. As our District Energy Team Lead, you’ll help build and mentor a strong…
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Program Coordinator - Respite
Acclaim Health
Oakville, ON
- Full-time
Works collaboratively with Supervisor, Respite to conduct timely client admissions into the overnight respite service and client check-in/check-out procedures.
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Leasing Consultant / Consultant en location
BGO Real Estate
Ottawa, ON
- Full-time
Identifiez des occasions d'amélioration des processus de location, du marketing, de l'expérience client et de la performance globale de la propriété.
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Paid Social Manager
Klick
Toronto, ON
- Full-time
Lead paid social strategy and campaign planning for pharmaceutical and healthcare clients across Meta Ads Manager and LinkedIn Campaign Manager, aligning audience targeting, channel…
Added 30 mins ago
Technical Program Manager
Guesty
Canada
…startup that’s transforming how the industry works - from guest experience to business…
Added 45 mins ago
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Sr. Specialist, Coaching & Talent (Canada)
McKesson
Mississauga, ON · Montreal, QC
- Full-time
To ensure our people leaders experience the best of HR, we seek team members with client-facing skills, strong consulting capability, and the ability to influence strategy and outcomes.
Added 45 mins ago
General Manager - Fabrication
Salit Steel
Fort Erie, ON
Lead strategic short- and long-term business planning in alignment with executive leadership.
Added 45 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 45 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 45 mins ago
HB
Senior Software Development Engineer in Test
H&R Block Canada
Calgary, AB
- Full-time
Working with the QA Lead, developers, architects, security, and Platform Engineering, the SDET advances continuous testing practices and helps reduce reliance on manual and release stage…
Added 45 mins ago
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Director-PM Compliance
BMO
Toronto, ON · FCP
- Full-time
Reporting directly to the Managing Director and Chief Compliance Officer, BMO Nesbitt Burns Inc., Private Client Division and Private Wealth Canada, the successful candidate will have…
Added 45 mins ago
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Interim Controller
Clarity Recruitment
Toronto, ON
- $65 to $75 CAD / hour
- Contract
Our client is a well-established office technology dealership in the GTA. Roughly 80% of the business is equipment sales, leasing and service, supported by a smaller managed IT services…

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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