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Last updated: 1 day ago

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

Private Banker

Royal Bank of Canada>BURLINGTON, Canada
Full-time

Please note: We are hiring for future opportunities and only candidates whose qualifications and experience align with the role’s requirements will be contacted by a recruiter for further considera... Show more

Controls System Software Developer

LiburdiDundas, ON, ca
Full-time
Quick Apply

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

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

Systems Designer

Grantek Systems IntegrationBurlington, Ontario, Canada
Full-time

As a key member of Grantek’s Engineering team, you will be developing real-time automation solutions from the manufacturing plant floor to the enterprise level, using a variety of programming, conf... 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

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Senior Associate, Family Office Services

Senior Associate, Family Office Services

MNPHamilton, ON, 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 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 a Senior Associate, you’ll be devising, building out, and presenting financial planning strategies and analysis 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.

This opportunity is available in the following locations across Canada : Toronto or Ottawa

Responsibilities

  • Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates
  • 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
  • 5-10+ 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
  • Meticulous attention to detail and a willingness to work independently
  • Strong time management skills and able to work across multiple projects simultaneously