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Added 10 mins ago
A
Project Manager
ALS
Saskatoon, SK · CAN - SK - Saskatoon
- Full-time
Reports to: Client services manager, Saskatoon
Added 10 mins ago
PI
District Energy System Mechanical Team Lead
Pinchin in Canada
Abbotsford, BC · Burnaby, BC · Kelowna, BC · Victoria, BC
- Full-time
Pinchin is seeking a District Energy System Mechanical Team Lead in Canada to combine mechanical engineering leadership with people management, project delivery, and client engagement to…
Added 10 mins ago
VE
Account Representative or Manager
Veolia Environnement SA
Edmonton, AB
- Full-time
Join Veolia as an Account Manager or Account Representative in our Chemical Solutions and Monitoring (CSM) division
Added 10 mins ago
UH
Registered Nurse - Short Term Care
University Health Network
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 10 mins ago
UH
Registered Nurse
University Health Network
Toronto, ON
- Full-time
…and patient care. UHN has the largest hospital-based research program in Canada, with major research in neurosciences, cardiology, transplantation, oncology, surgical innovation, infectious…
Added 10 mins ago
Technical Program Manager
Guesty
Canada
As a Technical Program Manager, you position yourself as a key technical partner to our customers, leveraging a deep understanding of the Guesty Product to navigate their complex technical…
Added 25 mins ago
S
Seasonal Retail Sales Consultant - Part time - Galeries de la Capitale Glassbox, QC
Swarovski
Quebec, QC
- Part-time
Many of our Sales Consultants grow into leadership or specialist roles such as Store Manager, Trainer or Visual Merchandiser roles. We support your development so you can build a career…
Added 25 mins ago
General Manager - Fabrication
Salit Steel
Fort Erie, ON
Reporting to the President, Rebar, the General Manager provides strategic leadership and operational oversight for the Stelcrete Division and the Fort Erie Rebar business. Operating with an…
Added 25 mins ago
Senior Advisor, Development (Fixed Term 5 Months)
Infrastructure Ontario
Toronto, ON
Professional development allowance to grow your skill-base through a broad range of learning programs that include in-person and online training, leadership development, and support for…
Added 25 mins ago
Business Operations Manager
Infrastructure Ontario
Toronto, ON
The Business Operations Manager serves as a strategic partner to divisional leadership, supporting business planning, operational performance, workforce planning, and organizational…
Added 25 mins ago
Indigenous Relations Specialist
Infrastructure Ontario
Toronto, ON
Support for professional development opportunities for all colleagues through a broad range of learning programs that include in-person and online training, leadership development, and…
Added 25 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 25 mins ago
Department Manager in Training
Freson Bros.
Stony Plain, AB
…entrepreneurial-minded individuals to apply for the Department Manager in Training position. This position is an integral leadership role within the Freson Bros. (Fresh Market) - Stony…
Added 25 mins ago
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Director-PM Compliance
BMO
Toronto, ON · FCP
- Full-time
…Compliance, BMO Private Wealth Canada to provide compliance leadership and oversight for BPIC, a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer, and support…
Added 25 mins ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 25 mins ago
I
Events Manager
Indigo
Toronto, ON
- $85,000 to $95,000 CAD / year
- Full-time
The Manager, Events leads the day-to-day execution of Indigo’s events program, translating strategic vision into disciplined operational plans, overseeing events support staff, and…
Added 25 mins ago
T
Director, Utility Engineering & Business Development
Telecon
Vaughan, ON
- $145,000 to $150,000 CAD / year
- Full-time
Telecon is seeking an experienced Director, Utility Engineering & Business Development to lead our expansion into the utility infrastructure sector. This strategic leadership role will be…
Added 26 mins ago
GC
Accounting Manager
Golf Canada
Caledon, ON
- Full-time
The Manager, Accounting is a key cross-functional leader who will strengthen Golf Canada’s financial operations while helping move priority projects and enterprise-wide initiatives forward.…
Added 26 mins ago
SP
Research Manager - DICE
Saskatchewan Polytechnic
Saskatoon, SK
- Temporary
Reporting to the Director of DICE, the Research Manager will lead applied research and digital innovation projects that support industry, community organizations, governments, Indigenous…
Added 26 mins ago
AG
Family Office Associate
August Group
Toronto, ON
- Full-time
…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…
Added 26 mins ago
LB
Sales Manager
La Brasserie Nonsuch Brewing Co.
Winnipeg, MB
- Full-time
Develop and implement strategic sales development plan
Added 56 mins ago
TO
Senior Financial Analyst, Revenue (Contract up to 18 Months)
Town of Caledon
Caledon, ON
- Full-time
…corporate revenue including property taxation and collection, program management, tax system upgrade and maintenance, assessment base management, accounts receivable, corporate cash…
Added 56 mins ago
WO
Orthopaedic Technologist - Emergency
William Osler Health System
Brampton, ON
- Part-time
…population, creating opportunities for increased hands-on skills development, cross-department training and promotional opportunities. Guided by our accomplished senior leadership team,…
Added 56 mins ago
WO
Orthopaedic Technologist - Emergency
William Osler Health System
Brampton, ON
- Part-time
…population, creating opportunities for increased hands-on skills development, cross-department training and promotional opportunities. Guided by our accomplished senior leadership team,…
Added 56 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.

August Group

Family Office Associate

Toronto, ON, Canada

Full-time

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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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