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Mnp Llp
Senior Analyst Wealth Planning at MNPMnp Llp • Toronto, Canada
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Senior Analyst Wealth Planning at MNP

Senior Analyst Wealth Planning at MNP

Mnp Llp • Toronto, Canada
9 days ago
Job type
  • Full-time
Job description
Elevate your career with MNP as a Senior Analyst in Family Office Services, focusing on high net worth financial planning and analysis. Join a dynamic team dedicated to client success.

As a Senior Analyst within the MNP Family Office Services team, you'll assist high net worth and ultra-high net worth clients in understanding their wealth and developing effective strategies. Your role will involve preparation of financial plans and coordination with professionals across various service lines to ensure successful project delivery. Additionally, you'll engage in process improvements and maintain deliverables to enhance operational efficiency.

Key Responsibilities: • Prepare tailored financial plans for high net worth clients • Collaborate with professionals across different service lines • Assist in process improvement and maintain filing systems

Requirements: • Completed CFP curriculum or enrolled in it • 2-4 years in personal finance roles • Experience with financial planning software preferred • Strong written and verbal communication skills • Detail-oriented with effective time management

Become an integral part of MNP's Family Office Services and support clients in navigating their wealth management journey. #J-18808-Ljbffr
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Senior Analyst Wealth Planning at MNP • Toronto, Canada

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