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Last updated: 3 days ago

Senior Analyst, Family Office Services

MNPBrandon, MB, Canadá
Full-time

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... Show more

Data Entry Clerk Work From Home - Part-Time Focus Group Participants (Up To $850/Week)

Apex Focus Group Inc.Brandon, MB, Canada
CA$75.00 hourly
Remote
Full-time +1

Job Title: Data Entry Clerk Work From Home - Remote Panelists.Part-Time Focus Group Participants - Remote Work From Home (Up To $850/Week).Our company is seeking individuals to participate in Natio... Show more

 • Promoted

Office Administration Support Work

HRS Talent SolutionsBrandon, MB, Canada
CA$28.00 hourly
Remote
Full-time +1
Quick Apply

Administrative Office Support Assistant - Remote.We are currently seeking organized and dependable individuals for an entry-level.Administrative Support Assistant.This role is best suited to candid... Show more

In-store Credit Sales Advisor - Brandon, MB

Kognitive Sales SolutionsBrandon, MB, CA
CA$16.00 hourly
Full-time +2
Quick Apply

Kognitive Sales Solutions is growing its in-store sales team and we are looking for driven, personable individuals who thrive in a retail environment.In this role you will work inside a major ... Show more

Hearing Aid Practitioner or Audiologist

WSA AmericasBrandon, Manitoba, CA
CA$70,000.00 yearly
Full-time +2
Quick Apply

Part of WSA group, HearCANADA's mission is to reframe the world of hearing care and set the highest standards in the world of hearing health.With 110+ clinics across Canada, our teams work collabor... Show more

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Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPBrandon, MB, Canadá
30+ days ago
Job type
  • Full-time
Job description

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