Family Office Associate at Ginsler Wealth in Canada

Family Office Associate

The Client
Ginsler Wealth is an independent, boutique wealth management firm headquartered in Toronto, Canada. Serving high-net-worth individuals and families, the firm offers a full suite of services across investment management, financial planning, and family office solutions. Ginsler Wealth is known for its “Personal CFO” approach, providing clients with a highly personalized, integrated financial strategy designed to offer clarity, control, and peace of mind. Rooted in independence and flexibility, Ginsler Wealth delivers an elevated level of service to families who demand a customized wealth management experience. The firm operates a collaborative, high-touch environment with close client relationships and high expectations for excellence.

The Opportunity
Ginsler Wealth is seeking a detail-oriented and proactive Family Office Associate to join a close-knit team and support the delivery of Personal CFO services to ultra-high-net-worth clients. This is an in-office position based in Toronto, with team members typically working 4 to 5 days per week onsite. The successful candidate will work closely with the Chief Executive Officer and the Portfolio Management team and will play a key role in overseeing client financial affairs, including net worth management, financial modeling, tax planning, and coordination with external advisors. This opportunity offers a dynamic, hands-on environment for a CPA and/or CFP professional who is looking to make a meaningful impact in a small team setting.

Location
Toronto, Ontario (In-Office Role – Minimum 4 Days/Week)

Reports to
Chief Executive Officer

The Position

Key Responsibilities

• Compile and maintain detailed, accurate net worth statements for clients, updating regularly to reflect changes.
• Develop and update comprehensive financial models to support planning decisions such as retirement, liquidity, and cash flow management.
• Support tax planning by identifying opportunities and working closely with clients’ tax advisors to implement strategies.
• Coordinate with external investment managers to oversee performance, assess alignment with client goals, and support portfolio reviews.
• Assist in evaluating estate planning documents and insurance coverage to ensure plans remain current and aligned with clients’ needs.
• Prepare consolidated financial reports that provide clients with a clear understanding of their financial landscape and actionable insights.
• Serve as a key liaison between clients and their external legal, tax, and insurance advisors to ensure integrated strategy execution.
• Support the CEO and leadership team on ad hoc projects and initiatives as required.

The Ideal Candidate

Qualifications:

• CPA and/or CFP designation required; undergraduate degree in finance, accounting, economics, or related field (MBA considered an asset).
• Minimum of 5 years of experience in accounting, financial planning, or family office services.
• Technical proficiency in financial modeling, tax planning, and investment coordination.
• Strong understanding of Canadian financial structures and planning tools (e.g., IPPs, corporate entities, registered accounts).
• Exceptional organizational skills and meticulous attention to detail, especially with confidential information.
• Excellent verbal and written communication skills with the ability to convey complex financial matters clearly and effectively.
• Demonstrated commitment to client service excellence in a high-touch environment.
• Proficient in Microsoft Office (Excel, Word, PowerPoint); strong aptitude for numbers and problem solving.
• Ability to adapt, prioritize, and thrive in a fast-paced, entrepreneurial environment.

Compensation and Benefits:
A competitive package will be offered and will include:

• Base salary commensurate with experience
• Annual discretionary bonus
• Health and wellness benefits

Work Environment:
This is an in-office position. While a minimum of 4 days per week in-office is expected, most employees choose to work on-site full time due to the collaborative nature of the team and client demands.