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Last updated: 1 day 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

Senior Database Java Developer

Alert DrivingNorth York, Ontario, Canada
CA$13.25–CA$15.00 hourly
Full-time
Quick Apply

Backend Application Developer - Job Description.We are currently looking for an experienced application developer who is well-versed in database-centric application development and will support the... 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

Full Stack Java Developer (Contract)

CoreFactor Inc.North York (Hillcrest Village), ON, ca
Full-time
Quick Apply

CoreFactor is currently searching for multiple full stack java developers on a contract basis for a client in North, York, On.As a senior developer, you will be joining a special team, expanding ou... Show more

Full Stack Developer – React JS, Node JS, TypeScript & SAP Commerce CloudCloud

Astra North Infoteck Inc.Markham, ON, ca
Full-time
Quick Apply

Senior React JS / Node JS / TypeScript Developer – Micro Front-End & SAP Commerce Cloud.Hybrid 4 days Work form office - Markham, ON.Should have a minimum 8 years of experience in React JS, Nod... Show more

Executive Assistant - Legal & Real Estate Administration

Gottardo Group of CompaniesConcord, Ontario, Canada
Full-time
Quick Apply

We are seeking an Executive Assistant.Providing day-to-day administrative duties and support to the President & C.The successful candidate will work closely with management, legal counsel and o... Show more

Full Stack Developer

Hirematic Talent SolutionsMarkham, ON, Canada
Full-time
Quick Apply

Full Stack Developer <p><b>Employment Type:</b> Full-Time<br /> <b>Location:</b> Markham, ON<br /> <b>Work Arrangement</b>: Hybrid Onsite 3... Show more

Software Developer - Frontend Enterprise Web Applications Development

CIeNET InternationalMarkham, ON, CA
Full-time
Quick Apply

Location: Markham, Ontario, Canada.Position: Software Developer - Frontend Enterprise Web Application Development.CIeNET is a mobile, automotive, telecom and enterprise software services and soluti... Show more

Guidewire Tester

Recrute ActionMarkham, ON, ca
CA$63.00 hourly
Temporary

Work on impactful insurance technology projects that combine innovation, collaboration, and continuous improvement.This hybrid opportunity offers exposure to large-scale digital initiatives, modern... Show more

Lead developer

Plan IT SearchMarkham, Ontario, Canada
Full-time

Ability to build and support strong internal relationships with crossfunctional departments.Excellent communication skills, both written and verbal.Strong PC skills are required (MS Office, SAP) an... Show more

Senior AI Developer

LenovoMarkham, Ontario, Canada
Full-time

We are seeking a talented and experienced Senior AI Developer to design, implement, and scale out an Agentic AI platform built on Intel CPU/GPU/NPU and edge infrastructure.This role focuses on buil... Show more

Senior Software Development Engineer - Profiling Tools

Advanced Micro Devices, IncMARKHAM, Ontario, Canada
Full-time

WHAT YOU DO AT AMD CHANGES EVERYTHING.At AMD, our mission is to build great products that accelerate next-generation computing experiences—from AI and data centers, to PCs, gaming and embedded syst... Show more

CSU Specialist

FerreroNorth York, ON, CA
Full-time

We have a current opening for a Consumer Research & Insights Specialist and are actively reviewing applications.As the Consumer Research & Insights Specialist, Canada, you will help transfo... 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

Intern Research Engineer AI Agent Systems

Huawei Technologies Canada Co., Ltd.Markham, ON, CA
Internship

Huawei Canada has an immediate internship opening for a Research Engineer.The Technology Planning and Cooperation Department promotes strategic innovation across all of Huawei Canada.Working with f... Show more

Security Software Developer

Evertz Microsystems LimitedMarkham, ON, CA
Full-time
Quick Apply

We’re looking for a Security Software Developer to join the networking device development team behind Evertz IP switch fabric products, including the EXE and NATX, and Evertz SDI router produ... Show more

Business Analyst

Change ConnectMarkham, ON, CA
Full-time
Quick Apply

As a Business Analyst at Change Connect Inc.You will assist consultants by preparing client-ready materials, coordinating project activities, documenting processes, supporting market research, and ... Show more

Senior Property Manager - Residential Rental

Canterra GroupNorth York, ON, ca
CA$80,000.00 yearly
Full-time +1

Senior Property Manager – Residential Rental Portfolio - High-Rise.Premier High-Rise Residential Rental Properties.Compensation: $80,000 to $100,000.Canterra Executive Search is partnering with one... Show more

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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