Family Office Associate

TDS Personnel

Full-time, Permanent Toronto, Ontario Other Office and Administrative Support Workers

Posted:

February 26, 2026

Location:

Toronto, Ontario, Canada

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 your application for the Family Office Associate position at TDS Personnel.

Apply Now Save for Later

Job Overview

Job Type: Full-time, Permanent

Location: Toronto, Canada

Posted: February 26, 2026

Deadline: April 07, 2026