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Last updated: 2 days ago

Senior Analyst, Family Office Services

MNPLangley, BC, 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

Senior Associate, Family Office Services

MNPLangley, BC, 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

Agent, Cardholder Care (BCGEU)

VancitySurrey, BC, CA
Full-time +1

Must be available 7 days a week, including overnights.Paid 5 weeks full-time training required.We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice.Sin...Show more

Senior Analyst, Family Office Services

MNPSurrey, BC, 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

Senior Associate, Family Office Services

MNPSurrey, BC, 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

Investment Advisor

0000050599 RBC Dominion Securities Inc.SURREY, British Columbia, 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

Associate, Family Office Services

MNPSurrey, BC, 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

Developing Investment Advisor (Surrey/White Rock/Langley)

The Toronto-Dominion Bank (Canada)Langley, British Columbia
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

Close Protection/Executive Protection Agent

AFIMAC CanadaSurrey, British Columbia, CA
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

Inside Sales Representative - Wood Products

Doman Building Materials Group LtdLangley, BC, CA
Full-time +1
Quick Apply

Inside Sales Representative-Wood Products.Reference Number: CAN-BC-LAN-039-190226.Reporting to the Commodity Manager, the Commodity Trader is responsible for buying and selling lumber, OSB, wood pa...Show more

Investment Advisor

Royal Bank of Canada>SURREY, 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

High Current Lab Technician

Powertech LabsSurrey, BC, CA
Full-time
Quick Apply

Powertech’s High Current Lab provides low voltage AC and DC continuous current testing and accuracy testing on utility and industrial equipment in accordance with national and international standar...Show more

Associate, Family Office Services

MNPLangley, BC, 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

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotatePitt Meadows, British Columbia, CA
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

Sales Representative

Vitacore IndustriesPort Coquitlam, British Columbia, Canada
Full-time
Quick Apply

THIS JOB IS OPEN TO CANDIDATES ANYWHERE IN CANADA.At Vitacore, we integrate cutting-edge research and technology with a profound commitment to sustainability and innovation.Established in 2020, Vit...Show more

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Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPLangley, BC, 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