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Family Office Advisor Senior

1 week ago

Toronto, Ontario, Canada Northwood Family Office Full time

At Northwood Family Office, we are seeking a highly skilled Sr. Associate to join our team as a trusted advisor for a select group of ultra-high-net-worth clients.

This role is ideal for an individual with a strong background in client management and technical skills related to wealth management.

The Sr. Associate will be responsible for:

  • Assisting in the management of a select group of ultra-high-net-worth clients, often taking ownership of significant aspects of the client relationship.
  • Contributing to complex planning initiatives, with a primary emphasis on financial planning, tax strategy, and investments, ensuring proactive management of client needs.
  • Cultivating relationships with external advisors, including tax professionals, investment advisors, legal counsel, bankers, and insurance providers.
  • Developing and implementing tailored wealth strategies aligned with each client's goals, with a focus on long-term planning and wealth preservation.

The successful candidate will possess:

  • A CPA or CFA designation with 3+ years of post-accreditation experience.
  • In-depth knowledge and experience in the areas of investment management and tax (personal, trust, and corporate).
  • Exceptional client relationship management skills, with high emotional intelligence (EQ) and the ability to build trust.
  • Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and confidently.