Senior Associate, Family Office Services
5 days ago
Make an impact with our Family Office Services team as a Senior Associate. The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand the evolution of their wealth and determine the right strategies to achieve their objectives. As a Senior Associate, you'll be devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.
This opportunity is available in the following locations across Canada : Toronto , Vancouver, Calgary, or Ottawa.
Responsibilities
- Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates
- Working with professionals across service lines to communicate relevant information and deliver reports as required
- Supporting process improvement initiatives and ensuring deliverables, templates, and processes are kept up to date
Skills And Experience
- Holds CFP (Certified Financial Planner) credential
5-10+ years of experience in a financial planning-focused role that involves one or more of the below:
Using financial planning software (e.g. Naviplan, WealthPath, Conquest or equivalent) to create financial plans that were expected to be presented to clients by you or other team members.
- Meeting with clients to deliver financial planning advice
- Knowledge of financial products and services such as life insurance or mutual funds.
Accounting-related work experience
Strong proficiency in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.
- Strong written and verbal communication skills
- Strong quantitative and analytical skills
- Meticulous attention to detail and a willingness to work independently
- Strong time management skills and able to work across multiple projects simultaneously
With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible 'Dress For Your Day' environment, firm sponsored social events and more
The annual salary range for this position is: CA$135,000 - $165,000. Compensation is determined based on individual skills and relevant experience.
We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply
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