Talent.com
MNP
Associate, Family Office ServicesMNP • Vancouver, BC, Canadá
Associate, Family Office Services

Associate, Family Office Services

MNP • Vancouver, BC, 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
Créer une alerte emploi pour cette recherche

Associate, Family Office Services • Vancouver, BC, Canadá

Offres similaires

Wealth Associate — Hybrid, Client Service & Portfolios

National Bank of CanadaVancouver, Metro Vancouver Regional District, CA
Temps plein

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions.The role offers a hybrid w... Voir plus

 • Offre sponsorisée

Balanced-Life Associate: Real Estate, Corporate & Estates

ZSA CanadaNew Westminster
Temps plein

A prominent law firm in New Westminster is seeking an experienced Associate Solicitor to join their collaborative practice.This role is perfect for candidates with expertise in Commercial Real Esta... Voir plus

 • Offre sponsorisée • Nouvelle offre

Ambitious Family Law & Litigation Associate (2–5 yrs)

DLA PiperVancouver, British Columbia, Canada
Temps plein

A leading global law firm in Canada is seeking a mid to senior associate with 2-5 years of family law and litigation experience.The successful candidate will manage family law litigation files, sup... Voir plus

 • Offre sponsorisée

Impactful Associate Director, Professional Conduct

RegulatoryJobs Executive RecruitmentVancouver, British Columbia, Canada
Temps plein

A leading regulatory body in British Columbia is seeking an Associate Director, Professional Conduct.This role involves managing investigations, supporting departmental projects, and ensuring compl... Voir plus

 • Offre sponsorisée

Associate Advisor

840 IFSBurnaby, Metro Vancouver Regional District, Canada
Temps plein

We are seeking an Associate Advisor to join our team in Burnaby, BC.This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment ... Voir plus

 • Offre sponsorisée

Associate Wealth Advisor

RBC Dominion SecuritiesVancouver
Temps plein

RBC Dominion Securities Vancouver Main branch is seeking a talented, self‑directed individual with a growth‑and‑goals oriented mindset to help our clients thrive and communities prosper.Leverage yo... Voir plus

 • Offre sponsorisée • Nouvelle offre

Associate Advisor

People CorporationBurnaby
Temps plein

We are seeking an Associate Advisor to join our team in Burnaby, BC.This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment ... Voir plus

 • Offre sponsorisée • Nouvelle offre

Office & Accounting Coordinator

Riverwest RealtyRichmond, Metro Vancouver Regional District, CA
Temps plein

Riverwest Realty is a fully licensed Strata and Rental Brokerage based in Richmond, BC.For over 20 years, we’ve supported property owners across the Lower Mainland with hands‑on, responsive managem... Voir plus

 • Offre sponsorisée

Private Equity Associate / Senior Associate

Caloah Private EquityVancouver, Metro Vancouver Regional District, Canada
Temps plein

Caloah Private Equity (“Caloah” or “CPE”) is in the business of managing proprietary equity capital through a variety of private and public market investment vehicles.This investment strategy serve... Voir plus

 • Offre sponsorisée

Associate – Business Valuations and Litigation Support

Daum Terpkosh ValuationsVancouver, Metro Vancouver Regional District, Canada
Temps plein

Daum Terpkosh Valuations is a boutique business valuation and litigation support firm providing expert advice to clients involved in matrimonial disputes, commercial litigation and corporate reorga... Voir plus

 • Offre sponsorisée

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausSquamish, BC, CA
Télétravail
Temps plein +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus

 • Offre sponsorisée

Associate

BJRC RecruitingVancouver, Metro Vancouver Regional District, CA
Temps plein

Our client is a well-established, full-service defence litigation firm with a significant presence in Western Canada.The firm’s has a flexible hybrid work model (three days in-office, two remote).T... Voir plus

 • Offre sponsorisée

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausSquamish, BC, CA
Télétravail
Temps plein +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Voir plus

 • Offre sponsorisée

Wealth‑Focused Private Client Services Associate

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Vancouver
Temps plein

A leading investment management firm in Vancouver is seeking a Private Client Service Associate.In this role, you will support investment professionals and deliver exemplary service to high-net-wor... Voir plus

 • Offre sponsorisée • Nouvelle offre

Associate – Operations

BeedieVancouver
Temps plein

Beedie Capital is a multi-strategy direct investment platform that manages the alternative investments and assets for Beedie, one of the most established private enterprises in Western Canada.We co... Voir plus

 • Offre sponsorisée • Nouvelle offre

Associate Trust Officer (Evergreen)

Raymond James Ltd.Vancouver
Temps plein

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Solus Trust Company (ST) is an affiliate company of Raymond James Ltd.RJL), Canada’s leading independent... Voir plus

 • Offre sponsorisée • Nouvelle offre

Wealth Associate

Fidelity CanadaVancouver, Metro Vancouver Regional District, CA
Temps plein

You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.Current work authorization for Canada is required for all openings.Please note occasional travel ma... Voir plus

 • Offre sponsorisée

Associate Corporate Development & Strategy

WELL Health Technologies CorpVancouver, Metro Vancouver Regional District, CA
Temps plein

Salary Range: $130,000 - $150,000.Work Location: Toronto, ON (Hybrid).WELLSTAR, a majority‑owned subsidiary of WELL Health Technologies Corp.Canada’s leading provider of healthcare‑focused technolo... Voir plus

 • Offre sponsorisée

Founder Support Associate

Resilient Management US Inc.Vancouver
Temps plein

Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding.Run by a highly entrepren... Voir plus

 • Offre sponsorisée • Nouvelle offre

Trust Client Service Associate - TD Vancouver

TD BankVancouver, Metro Vancouver Regional District, Canada
Temps plein

Join TD as a Private Trust Client Service Associate, focusing on Indigenous Trust Services in Vancouver.This role, available in a remote format, offers growth in trust administration and client sup... Voir plus