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Last updated: 6 days ago

Associate, Family Office Services

MNPBurlington, 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

Senior Associate, Family Office Services

MNPHamilton, ON, Canadá
Full-time

Make an impact with our Family Office Services team as a Senior Associate.The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them unde... Show more

Close Protection/Executive Protection Agent

AFIMAC CanadaHamilton, Ontario, CA
CA$35.00 hourly
Full-time

AFIMAC Canada is seeking experienced Close Protection Agents to join our elite security team.The ideal candidates will have a proven track record in providing close protection services in a wide ra... Show more

Remote Senior Personal & Family Office CPA / Financial Manager

Elby Professional Recruitment IncBurlington, ON, CA
Remote
Full-time +2
Quick Apply

Remote Senior Personal & Family Office CPA / Financial Manager .Full-Time or High-Volume Part-Time | Flexible Hours.Are you a designated accountant (CPA) or senior finance professional who exc... Show more

Investment Advisor

Royal Bank of Canada>BURLINGTON, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

Study Manager (M&M)

WoodBurlington, ON, Canada
CA$170,000.00 yearly
Full-time

Remarkable people, trusted by clients to design and advance the world.Wood is recruiting for a Study Manager to join its Minerals and Metals (M&M) business focusing on large mining project.This opp... Show more

Investment Advisor

0000050599 RBC Dominion Securities Inc.BURLINGTON, Ontario, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

Senior Associate, Family Office Services

MNPBurlington, ON, Canadá
Full-time

Make an impact with our Family Office Services team as a Senior Associate.The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them unde... Show more

Regional Vice President, Business Development & Sales

ConfidentialHamilton, Ontario, CA
Full-time

Regional Vice President, Business Development & Sales About the Company Established, independent Canadian wealth manager with a national footprint and sustained growth.Industry Financial Services... Show more

 • Promoted

Associate, Family Office Services

MNPHamilton, 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

Controls System Software Developer

LiburdiDundas, ON, ca
Full-time

We are currently seeking a full-time Controls System Software Developer with 1 to 3 years of experience to design, develop, and support end-to-end C#/.NET and C++ software solutions that integrate ... Show more

Treasury Manager

Vaco LLCBurlington, ON, CA
CA$115,000.00–CA$130,000.00 yearly
Permanent

Our client is a global financial institution.They are looking for a Treasury Manager to join their team!.Position has a lot of visibility across the company and executive stakeholders.Fantastic cro... Show more

 • Promoted
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Associate, Family Office Services

Associate, Family Office Services

MNPBurlington, 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