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Added 16 mins ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 16 mins ago
T
Personal Banking Associate Trainee
TD
Woodstock, ON
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 16 mins ago
AG
Family Office Associate
August Group
Toronto, ON
- Full-time
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…
Added 46 mins ago
RD
Network Administrator
Randstad Digital
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…procedures, execute device firmware upgrades, implement zero-trust firewall rule changes, and support new infrastructure…
Added 47 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 47 mins ago
MI
Senior Associate Director, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
…responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how…
Added 47 mins ago
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Fund Accountant, Private Markets
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing company in Financial Services. You Will:
Added 47 mins ago
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(CAN) Préposé au traitement des commandes OMNI
Walmart
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- Full-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 1 hour ago
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Senior Manager, Fund Accounting, Private Markets
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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 1 hour ago
MI
Senior Associate Director, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
…responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how…
Added 1 hour ago
MI
Fund Accountant, Private Markets
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing company in Financial Services. You Will:
Added 1 hour ago
TM
Assistant Controller and Associate Director, Accounting & Reporting
Toronto Metropolitan University
Toronto, ON
- Full-time
The Assistant Controller and Associate Director, Accounting & Reporting provides financial management expertise and strategic advice to the University community by leveraging in depth…
Added 2 hours ago
Retail Sales Associate Part Time
Moores Clothing
Sudbury, ON · Greater Sudbury, ON
Engage as a member of a high-performing team through trust, commitment, and a focus on results.
Added 2 hours ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Richmond, BC
- Contract
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 2 hours ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Richmond, BC
- Contract
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 2 hours ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Richmond, BC
- Contract
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 2 hours ago
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Data Coordinator, Clinical Trials - BC Cancer - Abbotsford
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- Part-time
Clinical Research Associate/Coordinator Certification preferred.
Added 2 hours ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Richmond, BC
- Contract
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 2 hours ago
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Operations & Account Management Associate
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- Full-time
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(CAN) OMNI Customer Fulfillment Associate
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- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 2 hours ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Richmond, BC
- Contract
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Added 4 hours ago
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- Full-time
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Added 5 hours ago
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Join Our Talent Community! Financial Services Associate - Guelph Retail Branches
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Added 6 hours ago
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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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