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Dernière mise à jour : il y a 10 jours

Associate, Family Office Services

MNPSaint John, NB, Canadá
Temps plein

Make an impact with our Family Office Services team as an Associate.The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them understand... Voir plus

Senior Associate, Family Office Services

MNPSaint John, NB, Canadá
Temps plein

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... Voir plus

Digital Marketing Technology Lead (9 Month Term)

CAA AtlanticSaint John, NB, CA
Temporaire

CAA Atlantic is a non-for-profit membership organization that offers roadside assistance, insurance, travel, and rewards.CAA Atlantic has more than doubled in size in the past 10 years and now serv... Voir plus

Private Banker II

The Toronto-Dominion Bank (Canada)Saint John, New Brunswick
Temps plein

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions.As part of TD Wealth ... Voir plus

Production Manager - Summer Student

DT Home RenoRothesay, NB, CA
Temps plein +1

Enjoy working outdoors in a fast-paced environment during the summer? Looking for a job that compensates more when you do better and work harder? Want to play a key management role and get an insid... Voir plus

Associate, Family Office Services

Associate, Family Office Services

MNPSaint John, NB, Canadá
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Job Details

Description

Make an impact with our Family Office Services team as an 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 an Associate, you’ll be supporting various financial planning and analysis processes 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.

Responsibilities

  • Preparation of financial plans and other related analyses for High net worth (HNW) clients, along with corresponding reports and presentations with support of Analysts
  • 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
  • 3-5+ 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
  • Attention to detail and a willingness to work independently
  • Strong time management skills and able to work across multiple projects simultaneously