Join a energetic 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 reportsServe as liaison for client and advisorsAnalyze lifestyle and business expensesConduct financial modeling for regulatory needsManage documentation for compliance requirementsRequirements:CPA designation is required3–5 years in public accounting or family officeKnowledge of Canadian tax systems essentialStrong organizational and analytical skillsAbility to manage priorities independentlyUtilize your financial acumen to deliver exceptional service and strategic insights for ultra-high-net-worth clients efficiently.

📌 Associate For Financial Strategy Development (Toronto)
🏢 CIBC Wood Gundy
📍 Toronto