🔔 Get instant job alerts delivered to your inbox! Set up your first alert →
Home › Jobs Near Canada › Family Office Associate
📍 Local Job Near You

Family Office Associate

🏢
TDS Personnel
📍 Toronto, Canada
📍
Location Toronto
📅
Posted March 19, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

📋
Job Description

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...

    • Apply for This Job

    Submit Application

    Quick and secure application process

    📍 Location Details

    🌆
    City
    Toronto
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

    🔍 More Jobs Nearby

    Explore other opportunities in Toronto

    View Local Jobs