Family Office Associate
Toronto, ONTemps plein
AG
August Group
2+ ansCandidates need 2 to 5 years in financial planning, wealth management, private banking or tax work for individuals and families, plus a bachelor's degree in a related field. Strong Excel skills, clear communication, good AI tool use and discretion with sensitive information are needed; a CFP or progress towards it is preferred.
Excel, Addepar, Wealthbox