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Last updated: 1 day ago

Senior Analyst, Family Office Services

MNPBrandon, MB, 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

Class 1 Truck Driver - Brandon

Coca-Cola Canada Bottling LimitedBrandon, MB, CA
Full-time

Coke Canada Bottling is Canada’s Local Bottler.Shift/Hours – 4 days x 10 hour shifts; Anytime between Monday to Friday.Initial Posting Close Date – April 26, 2026.Proudly independent, we are a Cana...Show more

Bilingual Disability Claims Analyst, Group Insurance

Royal Bank of Canada>BRANDON, Canada
Full-time

As a Bilingual Disability Claims Analyst in Group Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client ser...Show more

Greeting Card Merchandiser (PT)

Carlton Cards LTDBrandon, Manitoba, Canada
Part-time
Quick Apply

Carlton Cards is the #1 greeting card company in Canada.As a member of our Merchandiser team, you will play a key role in our company’s purpose; to make the world a more thoughtful and caring place...Show more

Senior Dealer Solutions Executive

OPENLANEBrandon, Manitoba, CA
Full-time

Who We Are:At OPENLANE we make wholesale easy so our customers can be more successful.We're a technology company building the world's most advanced—and uncomplicated—digital marketplace for used ve...Show more

 • Promoted

General Duty Medical Laboratory Technologist - Repost

Winnipeg Regional Health AuthorityBrandon, MB, CA
Temporary

Anticipated Start Date - End Date:.Shared Health leads the planning and coordinates the integration of patient-centered clinical and preventive health services across Manitoba.The organization also...Show more

Secretary 2

Shared HealthBrandon, MB, CA
Permanent

Reporting to the Manager - Clinical Engineering, the incumbent performs administrative and secretarial function for the Regional Director, Engineers, and Lab supervisor, including coordinating in-c...Show more

Yard Person (6-Month Term)

Reesink Canada HoldingsBrandon, Manitoba, Canada
Full-time +1
Quick Apply

Join us at Hepson Equipment (a part of the Reesink Group)! If you are looking to join a company of motivated people who make a difference, and your skills align with our position description, you'v...Show more

Bilingual Disability Claims Analyst, Group Insurance

0000050824 RBC Life Insurance CompanyBRANDON, Manitoba, Canada
Full-time

As a Bilingual Disability Claims Analyst in Group Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client ser...Show more

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Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPBrandon, MB, 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