Talent.com

Associate Jobs in Victoria, BC

Create a job alert for this search

Associate • victoria bc

Last updated: 1 day ago

Associate, Family Office Services

MNPVictoria, BC, Canadá
Full-time

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...Show more

Lot Associate: Part Time - SAANICH

The Home Depot CanadaSaanich, BC, CA
Part-time

Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and ...Show more

Warehouse Associate

NedcoVictoria, BC, CA
Full-time

For 100 years, Nedco has been a cornerstone in the electrical industry.With branches across Canada, Nedco, a division of Rexel Canada Electrical Inc.Select orders for electrical parts and products,...Show more

Remote Customer Service Associate - $21.50 / hour

Tim's FinancialOak Bay, British Columbia
Remote
Full-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show more

Optical Associate

FYidoctorsVictoria, BC VNE, CA
Full-time

FYidoctors Victoria - Shelbourne.In this role, you’ll enhance the lives of our patients every single day, delivering exceptional vision and eyewear experiences in a dynamic, rewarding, and collabor...Show more

Sales Associate

EssilorLuxottica GroupVictoria, BC, CA
Part-time

Benefits/Incentive Information.At Sunglass Hut, we're always in the sun.You’ll find a dynamic space with endless possibilities to grow your career.We are a culture that wants to see you succeed, de...Show more

Membership Sales Associate

Orangetheory Fitness 10025Victoria, BC, CA
Part-time

Join the fast-growing phenomenon where you get to work alongside industry-leading talent in a high-performance culture who are passionate, experienced, and determined.Fastest-Growing Private Compan...Show more

Associate

NBCVictoria, British Columbia
Full-time +2

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel...Show more

Sales Associate

EssilorLuxotticaVictoria, BC, CA
Part-time

At Sunglass Hut, we're always in the sun.You’ll find a dynamic space with endless possibilities to grow your career.We are a culture that wants to see you succeed, develop your customer expertise a...Show more

Warehouse Associate

Adecco CanadaVictoria, British Columbia, Canada
Full-time +1
Quick Apply

Adecco is currently hiring a Warehouse Associate for full-time opportunities in Victoria, BC.This role is ideal for reliable, hardworking individuals who thrive in fast-paced warehouse, logistics, ...Show more

Administrative Associate

019986 Hub International Canada West ULC (Canada West)Victoria, BC
Full-time

We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals.When you partner with us,you’reat the center of a vast network of risk, insur...Show more

Retail Associate - Mayfair

AritziaVictoria, BC, CanadaMayfair
Part-time

SAs a Boutique Associate, you will: .Support the Service Counter team to enable efficient and elevated experiences.Support the Atelier team to enable Everyday Luxury experiences.Curate our merchand...Show more

Program Associate

Royal Roads UniversityVictoria, BC, CA
Full-time

The Program Associate is a key member of the program team providing day-to-day administrative and operational support in a dynamic environment with multiple priorities.Under the direction of the Pr...Show more

Associate Property Manager

The Skyline Group of CompaniesVictoria, BC, CA
Full-time
Quick Apply

And looking for a passionate, driven, and energetic candidate to join our Residential Operations team as an Associate Property Manager, overseeing buildings in Parksville, Nanaimo & Colwood, BC.Com...Show more

Senior Analyst/Associate, Performance & Analytics

BCI CorporationVictoria, BC
Full-time

March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services for British Columbia’s public sector and one of the largest asset managers...Show more

Customer Experience Associate

The Toronto-Dominion Bank (Canada)Victoria, British Columbia
Part-time

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo...Show more

Fashion Associate (Part time) - West Shore

ReitmansVictoria, British Columbia, Canada
Part-time

Are you passionate about creating an exceptional shopping experience? Do you enjoy helping customers feel confident and stylish while keeping the store organized and visually appealing? If so, this...Show more

Retail Store Associate

Savers / Value VillageVictoria, BC, CA
Full-time +1

Job Title: Retail Store Associate.As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, ...Show more

Retail Sales Associate, Mayfair Centre

Bell CanadaVictoria, BC, CA
Full-time +1

It drives us to innovate, explore, and stay close to what matters to us most.At Bell, we’re building a more connected future through world-class networks, AI-powered solutions, and digital experien...Show more

People also ask
Associate, Family Office Services

Associate, Family Office Services

MNPVictoria, BC, Canadá
1 day ago
Job type
  • Full-time
Job description

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