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It analyst • brandon mb

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

Bilingual Disability Claims Analyst, Individual Claims

Royal Bank of Canada>BRANDON, Canada
Full-time

As a Bilingual Disability Claims Analyst at RBC Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client servi... Show more

Cook 1 Tavern United

Canad InnsBrandon, MB, Canada
Full-time
Quick Apply

Tavern United Brandon is looking for an experienced Cook 1.Must work good under pressure, in a very fast paced environment.Responsibilities include setting up and maintaining work stations, ge... Show more

Customer Service Associate

Savers / Value VillageBrandon, MB, CA
Full-time +1

Job Title: Customer Service 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 goo... Show more

Customer Service / Benefits Advisor (Work from home)

AO Globe Life - Simonne LeBlancBrandon, MB, CA
Remote
Full-time
Quick Apply

Remote Employment Type Full-Time Benefits Offered Dental, Life, Medical, Retirement, Vision Compensation CA$60,000 to CA$80,000 per year can be made Why Work Here?.Awesome CEO, great environment, a... Show more

Veterinarian (DVM) - Brandon Hills Veterinary Clinic

MB - Brandon Hills Veterinary ClinicBrandon, MB, Canada
Full-time +1

Welcome, we're thrilled you are considering joining the highly skilled team at Brandon Hills Veterinary Clinic!.Join our compassionate Veterinary Team at the Brandon Hills Veterinary Clinic located... Show more

Customer Service - Work from Home - Flexible Schedule

Tim's FinancialBrandon, Manitoba
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

Pet Sitter

PetSitter.comBrandon, Manitoba, Canada
Full-time

Overview: Hi there my name is Brenda.I am hoping to hire a pet care provider available in Brandon, Manitoba.My aim is to chat with a seasoned individual who has part-time availability.Services And ... Show more

Work From Home – No Experience – Product Tester

OCPABrandon, Manitoba, CA
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

Office Administration Support Work

HRS Talent SolutionsBrandon, MB, Canada
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

Bilingual Disability Claims Analyst, Individual Claims

0000050824 RBC Life Insurance CompanyBRANDON, Manitoba, Canada
Full-time

As a Bilingual Disability Claims Analyst at RBC Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client servi... Show more

$25-$45 per hour – Remote - No experience

OCPABrandon, Manitoba, CA
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

Real Estate Agent

Royal LePage Real EstateBrandon, Manitoba, Canada
Full-time +1

Full-time | Part-time | Commission-based.New Agents, Experienced Agents, or Those Planning to Become Licensed.Grow your real estate career with powerful tools, proven support, and a trusted brand r... Show more

Smart Working even without experience

Clubshop | USBrandon, Manitoba
Full-time

Discover The System MyLeadBiz  That’s Helping Newbies Earn Daily.Turn free traffic into  $100+ per day  with this beginner-friendly biz opp strategy.No product or tech skills n... Show more

Veterinarian (DVM) - Brandon Hills Veterinary Clinic

VetCare CanadaBrandon, MB, CA
Full-time +1
Quick Apply

Welcome, we're thrilled you are considering joining the highly skilled team at Brandon Hills Veterinary Clinic!.Learn More  Join our compassionate Veterinary Team at the Brandon Hills Veterina... Show more

General Duty Sonographer - Echocardiography

Winnipeg Regional Health AuthorityBrandon, MB, CA
Full-time

Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba.The organization also delivers some province-wide health... Show more

Corinne looking for a babysitter or nanny in Brandon

SitlyBrandon, CA
Part-time

Hi, i am a mother of a child with autism.We are looking for a caring and loving person who is capable to look after our chid.It is very important for us that you are very patient and understanding... Show more

Licensed Hairstylist

Chatters Limited PartnershipsBrandon, MB, CA
Permanent
Quick Apply

At Chatters , Style Happy is all about encouraging your artistic self-expression.Igniting your passion for providing that unforgettable customer experience.That’s why you continually have loy... Show more

Licensed Hairstylist

ChattersBrandon, MB, Canada
Full-time +1

Style Happy is all about encouraging your artistic self-expression.Igniting your passion for providing that unforgettable customer experience.That’s why you continually have loyal clients that keep... Show more

People also ask
Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPBrandon, MB, Canadá
3 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