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...

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