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Added 12 mins ago
A
Business Intelligence Analyst
Apotex
Toronto, ON · North York, ON
- $83,958 to $139,930 CAD / year
Contribute to defined AI/ML tasks by prototyping, evaluating outputs, and documenting results with guidance from senior staff.
Added 12 mins ago
Senior DevOps & Python Platform Engineering Specialist
Capgemini
Montreal, QC
Added 12 mins ago
PI
District Energy System Mechanical Team Lead
Pinchin in Canada
Abbotsford, BC · Burnaby, BC · Kelowna, BC · Victoria, BC
- Full-time
…supportive environment dedicated to recognizing and developing senior level…
Added 12 mins ago
K
Senior Integration Developer
Klick
Toronto, ON
- Full-time
The Senior Integration Developer designs, develops, and maintains enterprise integration solutions that connect CRM platforms, cloud data warehouses, lakehouses, databases, and downstream…
Added 27 mins ago
M
Sr. Workforce Intelligence Analyst
McKesson
Mississauga, ON
- Full-time
As a Senior Workforce Intelligence Analyst, you will design and deliver visualization, reporting solutions, data products, and decision-ready insights across key workforce topics. You will…
Added 27 mins ago
M
Director Workforce Readiness
McKesson
Mississauga, ON
- Full-time
…serves as a strategic change leader and trusted advisor to senior leaders, shaping workforce readiness, work redesign, talent mobility, capability development, and change approaches…
Added 27 mins ago
Senior Advisor, Development (Fixed Term 5 Months)
Infrastructure Ontario
Toronto, ON
Infrastructure Ontario (IO) is currently seeking a Senior Advisor (SA) with a land use planning specialization to join the Planning Vertical of IO’s Development and Asset Management…
Added 27 mins ago
Business Operations Manager
Infrastructure Ontario
Toronto, ON
Experience providing strategic advice, operational analysis, reporting, and recommendations to senior leaders and executives.
Added 27 mins ago
M
Accounting Technician
Millards
Brantford, ON
- Full-time
…100 highly skilled experts including Partners, Associates, Senior Accountants, and support…
Added 27 mins ago
AI
Business Intelligence Analyst
Apotex Inc.
Toronto, ON · North York, ON
- $83,958 to $139,930 CAD / year
- Full-time
Contribute to defined AI/ML tasks by prototyping, evaluating outputs, and documenting results with guidance from senior staff.
Added 27 mins ago
QT
Principal Architect - Enterprise AI & Agentic Platforms
Quantum Technology Recruiting Inc. (QTR)
Toronto, ON
- $250,000 to $280,000 CAD / year
- Full-time
…complex enterprise AI transformations. You will serve as a senior technical authority, influencing enterprise technology strategy and ensuring AI implementations remain scalable, secure,…
Added 27 mins ago
IG
Software Engineer
Insight Global
Mississauga, ON
- $55 to $72 CAD / hour
- Contract
Insight Global is seeking a Senior .NET Backend Developer to support and enhance a Sales Audit Tool used to analyze and process sales order data from an ERP system. The ideal candidate will…
Added 27 mins ago
AG
Family Office Associate
August Group
Toronto, ON
- Full-time
Triage and analyze base planning scenarios across cash flow, retirement, tax, estate, and risk management, flagging issues for senior or specialist review
Added 27 mins ago
AS
Business Development and Marketing Associate
ArmourCo Solutions
Oakville, ON
- Full-time
You’ll work closely with the Business Development Coordinator and senior leadership, with real exposure to multiple sides of the business and a clear path to grow.
Added 27 mins ago
LS
Controller
Lock Search Group
Barrie, ON · Greater Barrie Metropolitan Area
- Full-time
As a key member of the Canadian leadership team, the Controller will work closely with senior management and corporate finance to drive financial performance, strengthen business processes,…
Added 57 mins ago
TO
Senior Financial Analyst, Revenue (Contract up to 18 Months)
Town of Caledon
Caledon, ON
- Full-time
As the Senior Financial Analyst, Revenue, you will perform the following duties, including but not limited to:
Added 57 mins ago
K
Senior Integration Developer
Klick
Toronto, ON
- Full-time
The Senior Integration Developer designs, develops, and maintains enterprise integration solutions that connect CRM platforms, cloud data warehouses, lakehouses, databases, and downstream…
Added 57 mins ago
RH
Senior Compensation Analyst, Total Rewards (12-mon Contract)
Robert Half
Toronto, ON
- Contract
Our client is seeking a highly analytical Senior Compensation Analyst to join their Total Rewards Centre of Excellence on a short-term contract assignment. This role is ideal for an…
Added 57 mins ago
VS
Machine Learning Engineer
vTech Solution Canada
Toronto, ON
- Contract
Job Title: Machine Learning Engineer - Senior
Added 57 mins ago
C
Commercial Manager
Cavtera
Ottawa, ON · Kanata, ON
- Full-time
Exceptional relationship-building skills, with the ability to establish trust and credibility with senior executives and decision-makers.
Added 58 mins ago
ML
Six Sigma Black Belt
Maple Leaf Foods Inc.
Winnipeg, MB
- Full-time
Added 58 mins ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
The Senior Associate Director is accountable for the performance and results of assigned private equity and private debt client portfolios, ensuring high-quality, timely and controlled…
Added 58 mins ago
MI
Senior Associate Director, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
· Partner with senior leadership to support departmental initiatives, projects, and budget management.
Added 58 mins ago
Senior or Manager, Valuations (Montreal or Quebec City)
EY
Montreal, QC
As a Senior or Manager, you will be an important part of our diversely talented, highly experienced Valuation team, and you will gain experience from working on a wide variety of…
Added 1 hour ago
C
Sales Consultant (6 month contract)
Chartwell
Brockville, ON
- Full-time
Experience in a senior living or service-focused environment is an asset

August Group

Family Office Associate

Toronto, ON, Canada

Full-time

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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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