Senior Financial Planning Associate
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Prepare financial plans and strategies for high net worth clients Present financial planning recommendations to clients and families Collaborate with professionals across service lines Communicate relevant information and deliver required reports Support process improvements and update templates and deliverables Requirements:
Hold the Certified Financial Planner credential Bring five to ten-plus years of financial planning experience Serve business owner clients in financial planning engagements Use Naviplan, WealthPath, Conquest, or equivalent software Currently reside in the Greater Toronto Area and work legally in Canada Apply financial planning, modelling, and presentation expertise as a Senior Associate serving high net worth clients at MNP.
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