Join a agile team as a Financial Associate focused on high-net-worth clients. Manage complex financial operations and provide strategic oversight with sophistication and precision.

In this vital role, you will support clients by creating integrated financial reports and managing liquidity. You'll be the key liaison among various advisors and ensure compliance with multi-jurisdictional regulations. Conducting financial modeling and coordinating philanthropic workflows are also essential aspects of your responsibilities, showcasing your expertise in making complicated data accessible.

Key Responsibilities:
• Develop and maintain detailed financial reports
• Serve as liaison for client and advisors
• Analyze lifestyle and business expenses




• Conduct financial modeling for regulatory needs
• Manage documentation for compliance requirements

Requirements:
• CPA designation is required
• 3–5 years in public accounting or family office
• Knowledge of Canadian tax systems essential
• Strong organizational and analytical skills
• Ability to manage priorities independently

Utilize your financial acumen to deliver exceptional service and strategic insights for ultra-high-net-worth clients efficiently.
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📌 Associate for Financial Strategy Development (Ontario)
🏢 Oakbridge Search Partners
📍 Ontario