Private Wealth Associate

Job summary

The Private Wealth Associate will support financial modelling for tax and estate planning strategies while managing operational tasks like account openings and documentation. They will also liaise with external partners and clients to ensure accurate and timely execution of financial requests.

Job details

Private Wealth Associate Location: Toronto, ON – In Office Employment Type: Full-Time, Permanent Salary: 58k About the Opportunity: Our client is a boutique advisory firm supporting business owners, entrepreneurs, and families with complex financial needs across private wealth management, tax and estate planning, insurance, and related advisory services. We are looking for an Associate, Private Wealth to join their Toronto team. This is a hands-on analytical and operational role supporting both Private Wealth and Tax & Estate Planning, with an opportunity to develop deeper technical and client-facing responsibilities over time. The ideal candidate is highly analytical, detail-oriented, organized, and comfortable working with financial information, Excel models, documentation, and multiple stakeholders. Key Responsibilities: Support financial modelling for tax and estate planning strategies, including Immediate Financing Arrangements (IFAs) and Tax Strategy. Prepare, review, and validate financial models, insurance illustrations, assumptions, and supporting documentation. Coordinate with insurance carriers and external partners to obtain outstanding information and requirements. Support existing life insurance policy servicing and prepare related applications and documentation. Prepare and manage DocuSign packages, client documentation, case files, and records. Support new account openings, KYC documentation, transfers, funding, and ongoing account administration. Prepare client presentations, proposals, portfolio reporting, and supporting materials. Assist with investment analysis and modelling. Liaise with custodians, clients, insurance carriers, and other external partners to ensure requests are completed accurately and on time. Maintain accurate CRM records, trackers, templates, and documentation. Identify discrepancies, missing information, or questionable assumptions and escalate issues when appropriate. Take ownership of established workflows and contribute to improving internal processes and templates. Handle confidential client and financial information with a high level of discretion. What We're Looking For Strong interest in finance, investments, insurance, tax, or private wealth management. Excellent attention to detail with a strong focus on accuracy. Strong analytical, numerical, and problem-solving skills. Strong Excel skills and comfort working with financial models. Ability to learn new processes quickly and take ownership of responsibilities. Strong organizational and time-management skills. Ability to balance accuracy with timely execution in a client-service environment. Excellent written and verbal communication skills.

What you’ll do

The Private Wealth Associate will support financial modelling for tax and estate planning strategies while managing operational tasks like account openings and documentation. They will also liaise with external partners and clients to ensure accurate and timely execution of financial requests.

Requirements

The ideal candidate possesses strong analytical and Excel skills with a keen interest in finance, insurance, and private wealth management. They must demonstrate excellent attention to detail, organizational abilities, and the capacity to handle confidential information with discretion.

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• CRM Management · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Account Administration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial modelling
• Tax planning
• Estate planning
• Excel
• Insurance illustrations
• Data analysis
• Client documentation
• Account administration
• KYC documentation
• Portfolio reporting
• Investment analysis
• CRM management
• Communication
• Time management
• Attention to detail
• Problem-solving

Job areas

• Finance & Accounting
• Consulting
• Administrative