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Reporting analyst Jobs in Moncton, NB

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Reporting analyst • moncton nb

Last updated: 3 days ago

Senior Analyst, Family Office Services

MNPMoncton, NB, 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

Software Applications Developer

Brightstar LotteryDieppe, NB, CA
Full-time

Brightstar is an innovative, forward-thinking global leader in lottery that builds on our renowned expertise in delivering secure technology and producing reliable, comprehensive solutions for our ... Show more

Data Analyst

Atlantic LotteryMoncton, NB, CA
Full-time +1

Join Our Agile Team as a Data AnalystAre you passionate about turning data into powerful insights that drive real business decisions? We're expanding our Agile team and looking for a self-sufficien... Show more

Financial Operations Analyst

moneyGeniusMoncton, NB, CA
Full-time +1
Quick Apply

While most work is completed remotely from your home office, you must be based in the Maritimes to attend regular in-person meetings in Moncton, NB.A reliable home office setup is required.Do you w... Show more

Process Analyst III- TDJP00057526

Randstad CanadaDieppe, New Brunswick, CA
Permanent +1
Quick Apply

Are you a Process Analyst looking for a new opportunity?.Are you looking for a new contract opportunity?.We are pleased to offer you a new contract opportunity for you to consider: Process Analyst ... Show more

Remote Data Quality Analyst

FocusGroupPanelRiverview, New Brunswick, Canada
Remote
Full-time +1

Remote Work From Home Data Entry Clerk for Entry Level Position.Work at home position for job seekers from virtually any work background who are interested in part-time, side gigs, micro jobs, work... Show more

Data Analyst, Student (4 Months)

MILLER GROUPBerry Mills, New Brunswick, CA, E1G 4K4
Full-time

The Miller Group, a subsidiary of Colas Canada, is a Canadian leader in the construction and maintenance of transportation infrastructure since 1917.We provide exceptional customer service and oper... Show more

Accounting Administrator

Black & McDonald LimitedMoncton, New Brunswick, Canada
Part-time +1

If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.The Maritime Accounting Department is seeking an Accounti... Show more

Manager, Tax Reporting & Compliance - 12 month term

Wawanesa InsuranceMoncton, NB (Hybrid), CA
Full-time

Under the direction and supervision of the Director Taxation, the Manager, Tax Reporting & Compliance is responsible for providing comprehensive internal tax services, preparing and/or reviewing Ca... Show more

Project Director / Team Lead – Bridges & Structures (Atlantic Region)

AECOMMoncton, New Brunswick, Canada
Full-time

Reporting to the Senior Director, Bridges & Tunnels, the Project Director / Team Lead – Atlantic Region plays a key strategic role in expanding and strengthening AECOM’s presence across Atlanti... Show more

On Brand Ambassador - CAD

ThirdChannelDieppe, New Brunswick, Canada
Full-time

As an On Tech Brand Rep, you'll be the face of On in retail stores—educating/training store associates and ensuring an exceptional customer experience.Brand Education & Training:.Share your kno... Show more

Road Service Technician

Scandinavian Building ServicesMoncton, New Brunswick, Canada
Full-time

Scandinavian Building Services has been a Canadian leader in retail and commercial cleaning for the last 60 years.Starting as a small family owned and operated business in Edmonton Alberta in 1982 ... Show more

Disability Claims Analyst, Group Insurance

0000050824 RBC Life Insurance CompanyMONCTON, New Brunswick, Canada
Full-time

As a 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 service while... Show more

Production Line Worker

Apex IndustriesMoncton, NB, CA
Full-time +1
Quick Apply

Overview APEX is currently accepting applications for a Production Line Worker within its Steel Door Manufacturing Group.This is a full-time permanent position reporting to the Production Superviso... Show more

Financial Analyst, Expense Management

Assumption LifeMoncton, NB, CA
Permanent

The financial analyst actively participates in the organization's financial management by ensuring rigorous monitoring of administrative expenses.The chosen candidate will be responsible for produc... Show more

Disability Claims Analyst, Individual Claims

Royal Bank of Canada>MONCTON, Canada
Full-time

As a Disability Claims Analyst at RBC Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client service while m... Show more

Custodian (Part time 10 hrs/week)

Crystal Clean MaintenanceMoncton Central, NB, ca
Part-time
Quick Apply

Clean and sanitize floors, washrooms, offices, and common areas.Refill supplies (paper products, soap, etc.Perform light maintenance and report issues as needed.Follow health and safety procedures.... Show more

Investment Services Representative, RBC Direct Investing

0000050488 RBC Direct Investing Inc.MONCTON, New Brunswick, Canada
Full-time

If you possess a client-focused mindset and have the ability to identify client centric solutions, this role gives you a great opportunity to grow with the RBC Direct Investing Contact Centre team.... Show more

Senior Environmental Engineer/Scientist – Hazardous Building Materials & Environmental Site

StantecMoncton, NB
Full-time +1

Grounded in safety, quality, and ethics, our experts lead their fields with dedication, a creative spirit, and a vision for growth.We draw from more than 20 technical specialties worldwide and are ... Show more

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Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPMoncton, NB, Canadá
3 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