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Last updated: 2 days ago

Senior Analyst, Family Office Services

MNPMoncton, NB, 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

Disability Claims Analyst, Group Insurance

Royal Bank of Canada>MONCTON, Canada
Full-time

As a Disability Claims Analyst in Group Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client service while...Show more

Data Center Technician Canada Onsite

RM Staffing B.V.Moncton, NB, CA
Full-time

This is an on-site position supporting mission-critical infrastructure at premier data center facilities.Rates vary based on experience level and project complexity.Emergency and after-hours work m...Show more

Software Applications Developer

Brightstar LotteryDieppe, NB, CA
Full-time

Brightstar is an innovative, forward-thinking global leader in lottery that builds on our renowned expertise in delivering secure technology and producing reliable, comprehensive solutions for our ...Show more

Mandarin/Cantonese Investment Services Representative, RBC Direct Investing

0000050488 RBC Direct Investing Inc.MONCTON, New Brunswick, Canada
Full-time

If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team....Show more

Remote Data Quality Analyst

FocusGroupPanelRiverview, New Brunswick, Canada
Remote
Full-time +1

Remote Work From Home Data Entry Clerk for Entry Level Position.Work at home position for job seekers from virtually any work background who are interested in part-time, side gigs, micro jobs, work...Show more

Data Analyst, Student (4 Months)

MILLER GROUPBerry Mills, New Brunswick, CA, E1G 4K4
Full-time

The Miller Group, a subsidiary of Colas Canada, is a Canadian leader in the construction and maintenance of transportation infrastructure since 1917.We provide exceptional customer service and oper...Show more

Financial Operations Analyst

moneyGeniusMoncton, NB, CA
Full-time +1
Quick Apply

While most work is completed remotely from your home office, you must be based in the Maritimes to attend regular in-person meetings in Moncton, NB.A reliable home office setup is required.Do you w...Show more

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

Apex Focus Group Inc.Moncton, NB, Canada
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

Remote Sales Executive - Outbound Focus

SP Data DigitalMoncton, New Brunswick, Canada
Remote
Full-time

We work hard and encourage innovation.We are the customer service source for our partners, and we provide support to some of the industry leaders in telecom, finance, technology, and security! For ...Show more

Cargo Handler (Warehouse like)

FedExMONCTON, New Brunswick, CA
Full-time

Job DutiesTo load and unload freight, scan, and sort freight within the facility.To transport freight within and between facilities.Required Knowledge, Skills, and AbilitiesHigh School Diploma or G...Show more

Data Analyst

Atlantic LotteryMoncton, NB, CA
Full-time +1

Join Our Agile Team as a Data AnalystAre you passionate about turning data into powerful insights that drive real business decisions? We're expanding our Agile team and looking for a self-sufficien...Show more

Data Analyst III - 57738

Randstad CanadaDieppe, New Brunswick, CA
Temporary
Quick Apply

We are seeking a detail-oriented Data Analyst III to join our team in Dieppe for a three-month temporary assignment.This role serves as a critical backfill within a collaborative, fast-paced team o...Show more

Work From Home - Communication Support Specialist - Bilingual

Nordia Inc.Moncton, NB EEN, CA
Remote
Full-time

Every day, thousands of NQX representatives provide solutions and build trust with our professional partners' customers across Canada.Do you have customer service experience and would like to play ...Show more

 • Promoted

Portfolio Manager -Treasury & Payment Solutions (English/French)

BMO FinancialMoncton, NB, Canada
Part-time

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulator...Show more

 • Promoted

Finance Operations Analyst I

The Toronto-Dominion Bank (Canada)Dieppe, New Brunswick
Full-time

Provide financial analysis and/or advanced general finance / accounting or related operational support as assigned.Understand business partner / department objectives and contribute to the achievem...Show more

Senior Data Scientist, GenAI

Fiddlehead TechnologyMoncton, NB, CA
Permanent

Senior Data Scientist, Moncton, NB (Hybrid) - Salary (P3 - Moncton) - $86,000 - $104,000Fiddlehead Technology is a Canadian leader in advanced analytics and AI-driven solutions, helping global comp...Show more

Disability Claims Analyst, Group Insurance

0000050824 RBC Life Insurance CompanyMONCTON, New Brunswick, Canada
Full-time

As a Disability Claims Analyst in Group Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client service while...Show more

Financial Analyst, Expense Management

Assumption LifeMoncton, NB, CA
Permanent

The financial analyst actively participates in the organization's financial management by ensuring rigorous monitoring of administrative expenses.The chosen candidate will be responsible for produc...Show more

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Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPMoncton, NB, Canadá
2 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