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Last updated: 1 day ago

Senior Associate, Family Office Services

MNPMarkham, ON, Canadá
Full-time

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 unde... Show more

Lead Data Engineer

PureFacts Financial SolutionsToronto, Ontario, Canada, M2N 5S4
CA$130,000.00–CA$150,000.00 yearly
Full-time
Quick Apply

About PureFacts Financial Solutions.PureFacts is the leader in the Revenue Performance Management category for wealth and asset management firms.The PureRevenue™ Platform helps organizations maximi... Show more

Asset Lifecycle Specialist - (Building Condition & Capital Forecasts)

Black & McDonald LimitedMarkham, Ontario, Canada
CA$60,000.00–CA$75,000.00 yearly
Full-time

TECHNICAL ASSET & LIFECYCLE SPECIALIST.BUILD YOUR CAREER AT BLACK & MCDONALD.Black & McDonald is an integrated, multi trade service provider that safely delivers high quality constructi... Show more

Full Stack Developer – React JS, Node JS, TypeScript & SAP Commerce CloudCloud

Astra North Infoteck Inc.Markham, ON, ca
Full-time

Senior React JS / Node JS / TypeScript Developer – Micro Front-End & SAP Commerce Cloud.Hybrid 4 days Work form office - Markham, ON.Should have a minimum 8 years of experience in React JS, Nod... Show more

Senior Staff Embedded Software Developer - DSP / Développeur logiciel embarqué senior (Senior

GE VernovaMarkham, ON, CA
Full-time

Join the innovative Grid Automation Technology team! We are seeking an experienced embedded DSP Developer to join our dynamic team in creating the building blocks to enable digital transformation i... Show more

 • Promoted

Data Specialist

University of TorontoScarborough, ON, CA
Full-time +1

UTSC:Ctr-Teaching & Learning.University of Toronto Scarborough (UTSC).The University of Toronto Scarborough is a place of energy, enthusiasm and passion.Our commitment to inclusive excellence a... Show more

IT - AML Developer IV

Randstad CanadaMarkham, Ontario, CA
Temporary
Quick Apply

We are seeking a highly accomplished IT - AML Developer IV for an enterprise-level contract opportunity based in Markham.In this role, you will take on a premier data science, analytics engineering... Show more

Staff Embedded Software Developer

General MotorsMarkham Elevation Centre,Markham Elevation Centre
CA$147,000.00 yearly
Full-time

This posting is for an existing vacancy within the organization and is open to new applications.As part of the application process, Artificial Intelligence will be used in the hiring process for th... Show more

Hiring: Java full stack developer for Markham, ON (Onsite) - Locals only

Key2SourceMarkham, ON, Canada
Full-time
Quick Apply

Role: Java full stack developer.Location: Markham, ON (Onsite).Interview Mode: In-person interview.Angular, AWS, Springboot, Java.Overall of 10+ years experience.Strong hands-on experience with.RES... Show more

Artificial Intelligence Applications Developer - Spanish Required

Cuso InternationalVaughan, Ontario
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Are you passionate about Artificial... Show more

 • Promoted

Senior Software Development Engineer - Profiling Tools

Advanced Micro Devices, IncMARKHAM, Ontario, Canada
Full-time

WHAT YOU DO AT AMD CHANGES EVERYTHING.At AMD, our mission is to build great products that accelerate next-generation computing experiences—from AI and data centers, to PCs, gaming and embedded syst... Show more

CSU Specialist

FerreroNorth York, ON, CA
Full-time

We have a current opening for a Consumer Research & Insights Specialist and are actively reviewing applications.As the Consumer Research & Insights Specialist, Canada, you will help transfo... Show more

Senior Business Analyst – Enterprise Software

The Siroky Group Inc.Thornhill, ON, CA
CA$85,000.00–CA$105,000.00 yearly
Full-time +1

Full-Time Permanent | Remote-First | Greater Toronto Area.CAD,based on experience and qualifications.This posting is for an existing vacancy.Remote-first within the Greater Toronto Area, with occas... Show more

Intern Research Engineer AI Agent Systems

Huawei Technologies Canada Co., Ltd.Markham, ON, CA
Internship

Huawei Canada has an immediate internship opening for a Research Engineer.The Technology Planning and Cooperation Department promotes strategic innovation across all of Huawei Canada.Working with f... Show more

Consulting Manager

Clearsulting LLCToronto, Ontario, Canada, M2N 5S4
Full-time
Quick Apply

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance.Our team consists of finance specialists that bring experience and technical capab... Show more

Senior Property Manager - Residential Rental

Canterra GroupNorth York, ON, ca
CA$80,000.00 yearly
Full-time +1

Senior Property Manager – Residential Rental Portfolio - High-Rise.Premier High-Rise Residential Rental Properties.Compensation: $80,000 to $100,000.Canterra Executive Search is partnering with one... Show more

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Senior Associate, Family Office Services

Senior Associate, Family Office Services

MNPMarkham, ON, Canadá
30+ days ago
Job type
  • Full-time
Job description

Job Details

Description

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 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 providing financial planning to business owner clients in a 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