⏰ Full-time, Permanent

Family Office Associate

🏢

TDS Personnel

                    Location
                    📍 Toronto, Canada
                

                    Posted
                    📅 March 19, 2026
                

                    Work Type
                    ⏰ Full-time, Permanent
                

Position Overview

Job Description:
Our client is an independent, boutique wealth management firm based in Toronto, serving high-net-worth individuals and families. They offer a comprehensive suite of services encompassing investment management, financial planning, and family office solutions. The ideal candidate will possess a strong foundation in accounting and financial planning, coupled with the ability to manage complex financial affairs for affluent families.
Responsibilities:
Net Worth Management: Compile and maintain detailed net worth statements, ensuring accuracy and timely updates.
Financial Modeling: Develop and refine financial models to project cash flows, retirement scenarios, and other long-term planning objectives.
Tax Planning Support: Collaborate with clients’ tax advisors to identify opportunities for tax efficiency and implement recommended strategies.
Investment Oversight: Coordinate with external investment managers, reviewing performan...
                

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Job Details

⏰

Employment Type

Full-time, Permanent

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