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Last updated: 3 days ago

Senior Associate, Family Office Services

MNPMarkham, 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

Application Developer & IT Support Analyst

STACK IT RecruitmentMarkham, ON, CA
CA$60,000.00 yearly
Full-time
Quick Apply

NET) Developer & IT Support Analyst.IT team in a hands-on role that combines.NET development, SQL, application support, and IT support.You’ll develop and maintain internal business applications... Show more

Sustainability Project Coordinator

Inviro Engineered SystemsScarborough, ON, CA
CA$50,000.00 yearly
Full-time
Quick Apply

INVIRO is seeking a motivated and passionate individual to join our growing team.As an employee of one of Canada’s leading Mechanical/Electrical engineering and sustainability consulting firm... Show more

Operations Manager - GTA - New Clinics

WSA AmericasVaughan, Canada
Full-time +1

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

Lead Electrical Engineer

Ameresco Canada IncRichmond Hill,Ontario,Canada
Full-time

NYSE:AMRC) is a leading energy solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition.We are a trusted, full... Show more

Developing Investment Advisor - Markham

The Toronto-Dominion Bank (Canada)Markham, Ontario
Full-time

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.TD Wealth Private Investment Advi... Show more

Account Manager, Private Client Solutions

GallagherMarkham, Canada
Full-time

Our Private Client Solutions team is expanding — and we’re looking for a polished, client centric professional to join us as an Account Manager.In this role, you will serve as a trusted advisor to ... Show more

Vice President, Executive Search & Consulting

ConfidentialMarkham, Ontario, CA
Full-time

Vice President, Executive Search & Consulting About the Company Premier educational institution providing executive education & business consulting services Industry Management Consulting Type ... Show more

 • Promoted

Developer

ScotiabankScarborough, ON, CA
Full-time

Provide system analysis, technical design, documentation, and production support for existing and new applications and systems.Recommend best practices and enhancements aligned with the Bank’s tech... Show more

Senior Software Developer

Randstad CanadaNorth York, Ontario, CA
Temporary
Quick Apply

Do You have 10+ years demonstrated knowledge and experience of IT systems development in multi-platform environments (web, desktop, mobile, mainframe, micro/mini systems, etc.Do You have demonstrat... Show more

Senior Developer, Development Services

BDOMarkham
CA$77,000.00 yearly
Full-time

Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more

Investment Representative

moomooNorth York, ON, CA
Full-time
Quick Apply

About Moomoo Canada Financial Inc.MFC) is a subsidiary of FUTU Holdings Inc.NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions.Moomoo is one of the most trusted and ... Show more

Associate, Family Office Services

MNPMarkham, 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

Mid-Market Sales Manager

DIGITAL REALTYVaughan, ON, Canada
Full-time

The Commercial Sales Manager is a quota-carrying sales professional responsible for driving net-new logo acquisition across an assigned territory or vertical.This role focuses on proactively sourci... Show more

Promotional Products Sourcing & AccountSpecialist

TPS Promotions & IncentivesMarkham, ON, CA
CA$44,000.00 yearly
Full-time

TPS Promotions & Incentives is an international award-winning supplier of custom branded merchandise and apparel, print, POP, recognition, and e-store solutions, widely recognized for our c... Show more

Senior Associate, Family Office Services

Senior Associate, Family Office Services

MNPMarkham, 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