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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

Research Assistant II – Department of Applied Disaster Emergency Studies

Brandon UniversityBrandon, Manitoba, Canada
Full-time

The Government of Manitoba is undertaking a provincial after-action review (the “PAAR”) in relation to the 2025 wildfire events to assess emergency management activities, identify key findings, and... 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

Research Assistant I – Department of Geography & Environment

Brandon UniversityBrandon, Manitoba, Canada
Full-time

The Koiter Lab at Brandon University is hiring a research assistant to support a carbon inventory project focused on agricultural landscapes.Assist with field collection of soil, sediment, vegetati... Show more

Research Assistant II – Deparment of Geography & Environment

Brandon UniversityBrandon, Manitoba, Canada
Full-time

The Research Assistant will support a community-engaged mapping project in Brandon using asset mapping, GIS, and community-engaged research methods.Work may relate to food access, active transporta... Show more

 • New!

Project Administrator

BGISBrandon, MB, Canada
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

Community Crisis Worker III

Prairie Mountain HealthBrandon, Canada
Full-time

The CWIII partners with the on-site nurse and community mental health workers to provide crisis intervention service to clientele.Using crisis intervention techniques, the CWIII performs the intake... Show more

 • New!

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 opportunity.This role is best suit... Show more

Remote Insurance Claims Analyst - 3 month Contract

Millennium 1 SolutionsBrandon, Manitoba
CA$17.05 hourly
Remote
Temporary

With people at the heart of our success, NTT DATA is committed to attracting and growing the best talent and providing an environment where everyone feels they can belong and their contribution mat... Show more

Research Assistant II – Department of Geography & Environment

Brandon UniversityBrandon, Manitoba, Canada
Full-time

The Koiter Lab at Brandon University is hiring a research assistant to support a carbon inventory project focused on agricultural landscapes.Assist with field collection of soil, sediment, vegetati... Show more

Remote Customer Service Representative – Investments

Millennium 1 SolutionsBrandon, Manitoba
CA$17.50 hourly
Remote
Full-time

With people at the heart of our success, NTT DATA is committed to attracting and growing the best talent and providing an environment where everyone feels they can belong and their contribution mat... Show more

Remote Instructional Designer - 6 month Contract

Millennium 1 SolutionsBrandon, Manitoba
CA$60.00 hourly
Remote
Temporary

With people at the heart of our success, NTT DATA is committed to attracting and growing the best talent and providing an environment where everyone feels they can belong and their contribution mat... Show more

Research Assistant III – Department of Applied Disaster Emergency Studies

Brandon UniversityBrandon, Manitoba, Canada
Full-time

The Government of Manitoba is undertaking a provincial after-action review (the “PAAR”) in relation to the 2025 wildfire events to assess emergency management activities, identify key findings, and... Show more

Senior Dealer Solutions Executive

OPENLANEBrandon, MB
Full-time

At OPENLANE we make wholesale easy so our customers can be more successful.And we’re an innovation company.We pursue challenges that inspire us to build, create, and innovate.We seek to understand ... Show more

Research Assistant IV – Department of History

Brandon UniversityBrandon, Manitoba, Canada
Full-time

Assist in interviews of participants.Translate and transcribe interviews.Must be fluent in both English and Spanish, orally and written.Master’s program or holding a Master’s degree. Show more

 • New!

Clerk III - Nutrition Services

Prairie Mountain HealthBrandon, Canada
Part-time

Under the supervision of the Area Manager or Manager, Nutrition Services, the Clerk III Nutrition Services is responsible for the provision of a variety of clerical and administrative support dutie... Show more

 • New!

Remote Bilingual Customer Service Representative

Millennium 1 SolutionsBrandon, Manitoba
CA$16.00 hourly
Remote
Full-time

With people at the heart of our success, NTT DATA is committed to attracting and growing the best talent and providing an environment where everyone feels they can belong and their contribution mat... Show more

Remote Bilingual Customer Service Representative – Investments

Millennium 1 SolutionsBrandon, Manitoba
CA$19.50 hourly
Remote
Full-time +1

With people at the heart of our success, NTT DATA is committed to attracting and growing the best talent and providing an environment where everyone feels they can belong and their contribution mat... Show more

Forex & Crypto Trader – Remote - Entry Level

Maverick FXBrandon, Manitoba
Remote
Full-time

Maverick Currencies is a proprietary trading firm that has been funding and developing traders since 1997.We provide capital, structured training, and ongoing mentorship — so you trade our mo... 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