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Program analyst Offres d'emploi - Moncton, NB

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Program analyst • moncton nb

Dernière mise à jour : il y a 8 jours

Senior Analyst, Family Office Services

MNPMoncton, NB, Canadá
Temps plein

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

Lead Customer Service Representative

Circle KRiverview, New Brunswick, Canada
Temps plein

Store 6002540: 270 Coverdale Road, Riverview, New Brunswick E1B 3J2.Lead Customer Service Representative.As a Lead Customer Service Representative, you will enjoy:.Medical, Vision, Dental, & Life I... Voir plus

Occupational Therapist (Contract)

Homewood HealthMoncton, NB, CA
Temps partiel

Homewood Health is looking for Mental Health Reactivation Consultants able to provide return to work focused treatment for employees on short-term and long-term disability due to common mental heal... Voir plus

Driver Safety Specialist

OSCO Group Services LimitedMoncton, NB, Canada
Temps plein

Act as the subject‑matter expert for driver telematics and in‑cab camera systems (LYTX, OnStar, GeoTab).Create driver scorecards to identify trends, risks, and coaching opportunities.Drive consiste... Voir plus

Bilingual Program Coordinator

BioScript SolutionsMoncton, NB, CA
Temps plein +1

Empowering lives, healing hearts, embracing future .Are you ready to make a lasting impact in specialty care? We’re seeking a dedicated and dynamic Bilingual Program Coordinator to join our Patient... Voir plus

Data Analyst, Student (4 Months)

MILLER GROUPBerry Mills, New Brunswick, CA, E1G 4K4
Temps plein

The Miller Group, a subsidiary of Colas Canada, is a Canadian leader in the construction and maintenance of transportation infrastructure since 1917.We provide exceptional customer service and oper... Voir plus

Roofing Service Foreman

CentiMark CorporationMoncton, NB, CA
35,00 $CA par heure
Temps plein
Quick Apply

Roofing Service Foreman in Moncton, NB to join our team.For over 29 years, CentiMark Ltd has been growing its operation through Canada as well as its workforce.We are looking for reliable and motiv... Voir plus

Project Coordinator

Black & McDonald LimitedDieppe, New Brunswick, Canada
Temps plein

Reporting to the Project Manager, the Project Coordinator will assist with overall project performance, including cost, schedule, quality, and project status, while maintaining excellent relationsh... Voir plus

Financial & Accounting Analyst

moneyGeniusMoncton, NB, CA
Temps plein +1
Quick Apply

While most work is completed remotely from your home office, you must be based in the Maritimes to attend regular in-person meetings in Moncton, NB.A reliable home office setup is required.Do you w... Voir plus

Data Analyst III - 57738

Randstad CanadaDieppe, New Brunswick, CA
Temporaire
Quick Apply

We are seeking a detail-oriented Data Analyst III to join our team in Dieppe for a three-month temporary assignment.This role serves as a critical backfill within a collaborative, fast-paced team o... Voir plus

Financial Analyst, Expense Management

Assumption LifeMoncton, NB, CA
Permanent

The financial analyst actively participates in the organization's financial management by ensuring rigorous monitoring of administrative expenses.The chosen candidate will be responsible for produc... Voir plus

Management Development Program - New Graduates - Atlantic Waterworks

EMCO CorporationMoncton, New Brunswick, Canada
Temps plein

Base Salary - $52,500 + Profit Sharing.We are currently seeking new or recent graduates to join our .Management Development Program.This is a full-time, salaried position with a comprehen... Voir plus

Owner Operator - Fuel

Seaboard Transport GroupMoncton, NB, CA
Temps plein

Joining the Seaboard Transport Group of Companies provides you with the opportunity to choose between various career paths.Seaboard Transport Group of Companies is an industry leader in liquid bulk... Voir plus

Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPMoncton, 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 a Senior Analyst. 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 Analyst, 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 strategies for High Net Worth (HNW) clients
  • Working with professionals across service lines to coordinate on projects; communicate information and deliver reports as required
  • Assisting in process improvement exercises and maintaining current versions of deliverables, templates, and filing systems

Skills and Experience

  • Enrolled in or completed CFP curriculum, with keen interest in a career in high-net-worth wealth planning & advisory
  • 2-4 years of experience in a personal finance-related role; ideally a role that involves one or more of the below:
  • Using financial planning software to create financial plans that were expected to be presented to clients by you or a colleague
  • Meeting with clients to deliver financial planning advice
  • Sale of financial products and services such as life insurance or mutual funds
  • Accounting-related work experience
  • Strong proficiency in Microsoft Excel, Microsoft PowerPoint, Microsoft Word
  • Experience with financial planning software (e.g. Naviplan, WealthPath, Planworth or equivalent) is preferred
  • Strong written and verbal communication skills
  • Attention to details and a willingness to work independently
  • Strong time management skills and able to work across multiple projects concurrently