Senior Associate

4 weeks ago

Toronto ON, Canada Northwood Family Office LP Full time
Opportunity Awaits at Northwood Family Office: Senior Associate

Northwood Family Office is always on the lookout for dedicated and talented individuals to join our team, specifically in the capacity of Senior Associate. As Canada’s leading multi-family office, we believe in harnessing the power of expertise and are eager to onboard professionals who share our commitment to excellence.

Why Northwood?

Northwood Family Office is Canada’s leading multi-family office and a trusted advisor to many of the country’s most successful families. From our humble beginnings as two founders working together at a conference table in 2003, we have grown into a company of over 30 employees that serves the needs of nearly 100 Canadian families.

Northwood Family Office is Canada’s leading multi-family office and has consistently been ranked the ‘#1 family office in Canada’ in the Euromoney Global Private Banking survey. For more information, see our website at .

Northwood values the diversity of both our internal team and our clients. Diversity for us means fostering a workplace in which individual differences are recognized, appreciated, respected and responded to in ways that celebrate and utilize each person’s knowledge, experiences, abilities and strengths.

The Opportunity

With a focus on supportive the exciting growth Northwood Family Office, we are currently seeking Senior Associates to expand the firm’s client management team. There are two components to the role:

  • Client management – assisting the client management team with analysis and projects as required.
  • Investment and Tax planning– contributing to the firm’s proficiency in investment research and tax planning including development and/or review of client strategies, as well as other related projects.
Description of the Role

The individual will be primarily responsible for the following:

  • Assist in the management of client relationships
  • Undertake tax, investment, and other planning-related work for clients
  • Prepare analyses and reports related to individual client situations
  • Contribute to the firm’s overall knowledge on investment, tax and planning issues
  • Assist in the management of recurring investment, tax and accounting needs for clients
Skills and Experience

The role is ideally suited for a CFA, or CPA with approximately 1-3 years of post-qualification wealth management or family office experience who is looking to continue to build a career in the wealth management industry, rounding out their existing skills with additional complementary knowledge. The successful candidate will possess the following skills and experience:

  • Knowledge and experience in the areas of investment management and tax (personal, trust, and corporate)
  • Strong interpersonal skills, and ideally a history of client relationship management
  • Strong technical skills
  • Strong organizational skills
  • Self‐starter, high level of initiative, can work independently
  • Ability to work as a member of a team
  • Desire to acquire unique skills and build a long‐term career
  • Ability to integrate quickly and add value
  • Priority will be given to candidates with High Net Worth client and investment experience

Note that salary and bonus will be dependent on the skill set, experience, and perceived potential of the candidate.

If you are interested in building a career at Northwood, please email your resume and cover letter to careers@northwoodfamilyoffice.com. The subject of your email should be in the following format: Your Full Name – The Position You’re Applying For (i.e. Sarah Smith – Associate).

Interested in this role but not certain your background might suit all the necessary qualification requirements? Northwood has built its success based on the broad backgrounds, training, skills, and experiences that our team members uniquely contribute. We welcome you to apply – and let’s explore your potential future with Northwood

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