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Last updated: 4 days ago

Associate, Family Office Services

MNPOttawa, ON, 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

Area Cleaning Supervisor

BGISOttawa, ON, Canada
CA$48,610.00 yearly
Full-time

At BGIS Sustainable Cleaning Solutions, we are dedicated to providing environmentally responsible and high-quality cleaning services.Our mission is to create healthier, cleaner environments for our... Show more

Medical Services Supervisor

Canadian Blood ServicesOttawa, ON, CA
Full-time +1

This role requires a minimum of 40% on-site presence.Additional on-site work may be required based on business needs.On-site expectations are subject to change and may be adjusted on a temporary or... Show more

Officer, Contact Centre Services

CMHC - SCHLOttawa
Full-time

Ottawa (ON); Montreal (QC); Toronto (ON).Language Skill Levels (Read/Write/Speak):.Our salaries generally range from $ 62393.The work you do and the work we do together matters.We come to work ever... Show more

Professional Services & Customer Delivery Engineer

Acre SecurityOttawa, ON, CA
Full-time
Quick Apply

Position: Professional Services & Customer Delivery Engineer  Location: Ottawa, Canada (Hybrid) Move Security Forward with Acre Are you passionate about transforming the future of security... Show more

Catering Services Worker Lead

AramarkOttawa, ON, CA
Part-time

The Catering Service Worker Lead is responsible for supervision and support in planning catering events of varying sizes and levels in both central and satellite locations.Ensures that all catering... Show more

Supervisor, Operation Services

Algonquin CollegeOttawa Campus
CA$100,363.00 yearly
Full-time

Please Note: If you are a current Algonquin College employee, apply to this job via the Workday application.Facilities Operations, Maintenance and Engineering Services.This job posting is now accep... Show more

Property Services Coordinator

BGISGatineau, QC, Canada
CA$47,118.00 yearly
Full-time

BGIS is a leading provider of customized facility management and real estate services.With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the servic... Show more

Housekeeper Wanted - Hiring Housekeeper In Ottawa, Ontario $30.0/Hr Quality Home Cleaning Services

Housekeeper.comOttawa, Ontario, Canada
Full-time

I'm looking for one time cleaner for today to help me clean and organize! Tidying, washing down cupboards and walls, purging, etc.Please visit https://housekeeper. Show more

Diamond Services Engineer

Check Point Software TechnologiesOttawa, Ontario, Canada
Full-time

Provide customers with technical support through analytical skills, facilitate new installations, implementations, maintenance, education, and author documentation in support of the customers’ envi... Show more

Medical Services Supervisor

Canadian Blood ServicesOttawa, ON, CA, K1G 4J5
CA$86,400.00 yearly
Full-time +1

This role requires a minimum of 40% on-site presence.Additional on-site work may be required based on business needs.On-site expectations are subject to change and may be adjusted on a temporary or... Show more

Associate Vice-President, Student Services

University of OttawaOttawa, ON, CA
Full-time +1

Replacement of a regular position.Administrative Upper Management.Office of the Provost and Vice-President, Academic Affairs.The University of Ottawa, founded in 1848, is the largest French-English... Show more

Centralized Services Engineer

GPL TechnologiesOttawa, ON, CA
Full-time
Quick Apply

Centralized Services Engineer At GPL Technologies, our mission is to provide powerful, reliable, and innovative technology services and leadership to creative companies by combining specialized ind... Show more

Coordinator, Payroll Services

Defence Construction CanadaOntario, Ottawa, CA
CA$25.00–CA$30.00 hourly
Full-time

The Coordinator, Payroll Services, reports to the Team Leader, Compensation and Payroll, and ensures all DCC employees are paid accurately, on time and in accordance with government regulations and... Show more

Gestionnaire, Services aux locataires

Parliament of CanadaOttawa, ON, CA
Full-time

Les Opérations de la Cité parlementaire de la Chambre des communes cherchent actuellement à pourvoir le poste de gestionnaire, Services aux locataires.Le présent processus de recrutement et de séle... Show more

Spécialiste en intégration de services

Bank of CanadaOttawa (centre-ville), ON, CA
Full-time

Spécialiste en intégration de services.La Banque du Canada s’est donnée comme vision d’être une banque centrale influente – dynamique, engagée et digne de confiance – mobilisée pour un Canada meill... Show more

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Associate, Family Office Services

Associate, Family Office Services

MNPOttawa, ON, Canadá
30+ days 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