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Added 1 min ago
CO
Manager, Performance Marketing - Paid Search & Display
Capital One
Toronto, ON
- Full-time
As a Manager in Performance Marketing at Capital One, you will join the Performance Marketing team and be a part of a collaborative cross-functional team responsible for driving customer…
Added 1 min ago
PI
District Energy System Mechanical Team Lead
Pinchin in Canada
Abbotsford, BC · Burnaby, BC · Kelowna, BC · Victoria, BC
- Full-time
…District Energy Systems practice. This role reports to Operations Manager, Mechanical Engineering and can be based at any major Pinchin Office across…
Added 1 min ago
VE
Account Representative or Manager
Veolia Environnement SA
Edmonton, AB
- Full-time
Within this framework, Veolia’s Water Technology Business brings together a dedicated team of
Added 1 min ago
MC
Assistant Branch Manager
Meridian Credit Union
Guelph, ON
- $70,000 to $74,000 CAD / year
- Full-time
As part of the Branch Leadership team, this position in conjunction with the Branch Manager is accountable for the day-to-day operation for sales and service within the branch and is…
Added 1 min ago
UH
Registered Nurse - POCU/PACU
University Health Network
Toronto, ON
- Full-time
Demonstrated ability to utilize technology to enhance evidence-based knowledge and practice.
Added 1 min ago
UH
Registered Nurse - Cardiovascular Surgery and Cardiac Short Stay
University Health Network
Toronto, ON
- Part-time
The Cardiovascular Surgery Inpatient unit is a dynamic, fast paced 28-bed unit. State of the art technology and pioneering of new procedures translate into continuous learning and…
Added 1 min ago
UH
Registered Nurse - POCU/PACU
University Health Network
Toronto, ON
- Part-time
Demonstrated ability to utilize technology to enhance evidence-based knowledge and practice.
Added 1 min ago
UH
Client Care Attendant - Respiratory Rehab/Respiratory Complex Continuing Care
University Health Network
Toronto, ON
- Part-time
Personal Support Worker Certification obtained from either an Ontario College of Applied Arts and Technology program or an Accredited PSW Educational Program.
Added 1 min ago
K
Paid Social Manager
Klick
Toronto, ON
- Full-time
…and communications, market access, real-world evidence, and technology and analytics consulting - powered by 500+ in-house medical experts and award-winning data science and AI…
Added 1 min ago
FT
Service Advisor
Fountain Tire
Sidney, BC
- Other
Ensure that all products are billed accurately to the customer and process all necessary information in the computer system.
Added 16 mins ago
Investigations Manager, Canada East
Sporting Life Group
Vaughan, ON
The National Investigations Manager, Eastern Canada, is responsible for ensuring that retail store loss prevention operations adhere to company policies, procedures, and regulatory…
Added 16 mins ago
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Administrative Assistant, Wealth Management, Nesbitt Burns
BMO
Brossard, QC · Laval, QC · Montreal, QC · Quebec, QC · MCGC
- Full-time
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Added 16 mins ago
AC
Project manager, Training and Support Readiness
Amaris Consulting | Part of Mantu
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
Nous recherchons des consultants dynamiques pour renforcer notre équipe en Systèmes d'Information & Digital à Canada. Votre expérience, vos connaissances et votre engagement nous aideront à…
Added 16 mins ago
MR
Data Architect
MPA Recruitment
Toronto, ON
- Full-time
As a Data Architect (Manager) , you’ll be responsible for providing SME guidance in traditional data architecture disciplines around data structures, data flows, data sourcing and data…
Added 16 mins ago
AG
Family Office Associate
August Group
Toronto, ON
- Full-time
…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…
Added 16 mins ago
CC
Manager of Pharmacy
Cornwall Community Hospital
Cornwall, ON
- Full-time
Added 31 mins ago
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Manager, Accounts Receivable
KORE
Canada
- $91,108 to $106,838 CAD / year
- Full-time
Reporting to Finance leadership, the Accounts Receivable Manager is accountable for the performance, accuracy and scalability of KORE’s customer receivables function. In this role, you will…
Added 46 mins ago
TO
Senior Financial Analyst, Revenue (Contract up to 18 Months)
Town of Caledon
Caledon, ON
- Full-time
…reconciliations. It also works on special projects as assigned by the Manager, Revenue and…
Added 46 mins ago
MI
IoT Developer
Magna International
London, ON
- Full-time
…responsible for managing the network of systems from Operational Technology to cloud technology in conjunction with developing and implementing digitalization initiatives across Seating…
Added 47 mins ago
K
Paid Social Manager
Klick
Toronto, ON
- Full-time
…and communications, market access, real-world evidence, and technology and analytics consulting - powered by 500+ in-house medical experts and award-winning data science and AI…
Added 47 mins ago
OP
Quality & Food Safety Systems Specialist
Omega Protein Inc
St. Stephen, NB
- Full-time
Reporting to the Quality Manager, the Quality & Food Safety Systems Specialist will play a key role in advancing Ganong's Quality, Food Safety, and Sanitation systems through digital…
Added 47 mins ago
Senior or Manager, Valuations (Montreal or Quebec City)
EY
Montreal, QC
…are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even…
Added 47 mins ago
VE
Maintenance & Project Manager
Veolia Environnement SA
Pickering, ON
- Full-time
…years, and the country’s largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and…
Added 47 mins ago
WO
Orthopaedic Technologist - Emergency
William Osler Health System
Brampton, ON
- Part-time
Reporting to the Clinical Services Manager of Emergency/delegate, the Orthopedic Technologist will work under the direction of the Emergency physician and in collaboration with other…
Added 47 mins ago
IMIT Business Analyst - Registration, Switchboard & Data Quality
Nova Scotia Health and IWK Health
All Locations, Nova
Degree or diploma in Health Information, Business Analysis, Information Technology or Health Related disciple. Consideration may be given to those with equivalent training and relevant…

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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