Senior Financial Advisor at The Family Office Company BSC in Riyadh

Senior Financial Advisor

The Client

Welcome to The Family Office, where we’ve spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive, we’re looking for a dynamic Senior Financial Advisor to solidify our commitment to excellence.

The Opportunity

As a Senior Financial Advisor at The Family Office, you’ll be integral to client relationships, spearheading client prospecting initiatives, and driving growth in assets under management. Taking charge in assessing clients’ investment goals and risk tolerance, and proactively managing their evolving needs, you will be collaborating with our Investment Team to shape and optimize portfolios, ensuring optimal outcomes for our clients.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:

• 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.