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Working with us

At Grayhawk, relationships are not just talked about, they are our core business. Genuine relationships drive everything we do, as we believe they are essential to helping our clients manage their wealth, not just their money. We understand that significant wealth requires stewardship from a whole-person, whole-life, whole-family perspective. Our approach involves asking tough, yet transformative, questions about our clients’ wishes, fears, and aspirations. These human-centric interactions form the foundation of real, caring relationships. We recognize that the word “relationship” means different things to different people and adapt accordingly. Everyone in our team and our partners are committed to making these relationships work by upholding our guiding values.

  1. We are guided by our values all the time, especially when the choices are the hardest:
    a. Never let anything get in the way of being your authentic self.
    b. Collaborate willingly across boundaries to keep the client at the center.
    c. Take the time to be thoughtful with each other and with our families.
  2. We see our clients as people; not rich people.
  3. We have the courage and confidence to challenge our clients and each other, to question old beliefs, face reality, and dream of possibility.
  4. We value intimacy over luxury. People don’t come here to be pampered or have their egos stroked. They come here to be themselves.

If there was one idea we carry around to bring us back to relationships it is this: If I’m more in tune with my client families and my team, we can go to incredible places others can’t.

The role

We are seeking an experienced and detail-oriented Associate Relationship Manager with 5 years of experience in wealth management to join our team. The ideal candidate will support Senior Relationship Managers in managing client relationships, delivering superior service, and ensuring client satisfaction. This role is perfect for someone with a passion for wealth management, a keen eye for detail, and a commitment to excellence. Responsibilities include but are not limited to:

Client Support

  • Assist Senior Relationship Managers in managing and maintaining client relationships.
  • Proactively manage and maintain client relationships with rising generation clients, including knowledge building sessions
  • Prepare and coordinate client meetings, including agenda, presentations, and follow-ups.
  • Respond to client inquiries and provide timely and accurate information.

Portfolio Management

  • Support the development and implementation of customized financial strategies and solutions for clients.
  • Prepare and present portfolio performance reports to clients.

Market Research

  • Conduct research on new prospect and COIs opportunities.
  • Provide insights and recommendations to Senior Relationship Managers based on research findings.

Team Collaboration

  • Collaborate with internal teams, including investment, compliance, and operations, to deliver comprehensive wealth management solutions.
  • Participate in team meetings and contribute to the development of best practices and process improvements.

Administrative Support

  • Maintain up-to-date client records and documentation.
  • Ensure compliance with regulatory requirements and company policies.


  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
  • Minimum of 5 years of experience in wealth management, financial services, or a related industry.
  • Good understanding of financial markets, investment products, and wealth management strategies.
  • Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.
  • Detail-oriented with strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office Suite and financial software applications.
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment.
  • Professional certifications such as CFA, CIM, or similar are preferred.
  • Demonstrated ability to manage multiple tasks and prioritize effectively.

About Grayhawk

Grayhawk Wealth was founded in 2015 to empower our client’s wealth purpose and accelerate impact. We act as the Chief Investment Office (CIO) for Canada’s successful families and foundations.

Today we serve our clientele nationally, offering institutional quality investment portfolio curation with a relationship-first mindset. Our work is most meaningful when our clients feel how different it is to partner with us, and we support a path of purposeful wealth stewardship with profound impact across generations.

We designed Grayhawk to be a different kind of Chief Investment Office (CIO). One that delivers the experience clients were asking for. As a CIO, we offer our clients independent expertise and advice, with access to investment opportunities not typically available to private investors. We aim to provide a superior, long-term, risk-adjusted return for our clients based on their wealth goals. And we fundamentally believe that it all starts with relationships built on trust.

Our team of professionals are all here because they believe in what we do – each with their own story about why our purpose matters to them. We value diversity and inclusion as an organization and are dedicated to growing our team with individuals who have varied perspectives and experiences.

Employment inquiries

For all prospective employment inquiries please contact our team.

Tel.: 1 877 665 9951