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Associate, Family Office Services

MNPOttawa, 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

Senior Coordinator, Student Services

University of OttawaHamelin Hall
Full-time

Replacement of a regular position.Anticipated Duration in Months.Second Language Intensive Programs.The oldest and one of the biggest faculties at the University of Ottawa.The Faculty of Arts has e...Show more

 • New!

Data Security Services Compliance Manager

Entrust Security (CA) ULCOttawa,Canada
Full-time

At Entrust, we’re shaping the future of identity centric security solutions.From our comprehensive portfolio of solutions to our flexible, global workplace, we empower careers, foster collaboration...Show more

Relationship Manager, Commercial Financial Services

0000050007 Royal Bank of CanadaOTTAWA, Ontario, Canada
Full-time

Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd.This role is all about professional relationship management and delivering ...Show more

 • New!

Gestionnaire, Services administratifs

Parliament of CanadaOttawa, ON, CA
Full-time

Les Services de la procédure de la Chambre des communes cherchent actuellement à doter le poste de Gestionnaire, Services administratifs.En tant que gestionnaire, Services administratifs, vous diri...Show more

Coordinator, Technology Services

Brookfield RenewableGatineau, QC J8XA1, CA
Full-time

Reporting to the Senior Manager, Technology Strategic Initiatives, the Coordinator will be a member of the Data Analytics and Integrations (DAI) team.The Coordinator will be responsible for ensurin...Show more

Services Partners Sales Leader

Schneider ElectricOttawa, CA
Full-time

Working in a dynamic, matrix environment, The Services Partners Sales Leader drives Services order growth through a defined portfolio of strategically selected Services partners (e.EcoXperts servic...Show more

Customer Services Advisor

British CouncilBudapest, European Union, HU
Full-time

We support peace and prosperity by building connections, understanding and trust between people in the UK and countries worldwide.We work directly with individuals to help them gain the skills, con...Show more

Developmental Services Worker/DSW

Qualicare, OttawaOttawa, ON, CA
Full-time

Personal Protective Equipment).Qualicare Homecare is looking for.Developmental Services Workers (DSWs).Our goal is to help clients live fulfilling, independent lives while providing peace of mind t...Show more

Commercial Manager, Environmental Services

StantecOttawa, ON
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

Manager, Athlete Services and Engagment

Canadian Paralympic CommitteeOttawa
Full-time

The employer is committed to creating an inclusive and diverse work environment and is proud to be an equal opportunity employer.All qualified applicants will receive consideration for employment w...Show more

Customer Services Officer

British CouncilPrague, European Union, CZ
Part-time

We support peace and prosperity by building connections, understanding and trust between people in the UK and countries worldwide.We work directly with individuals to help them gain the skills, con...Show more

Bilingual Facility Services Specialist (Remote)

BGISOttawa, ON, Canada
Remote
Full-time

BGIS is a leading provider of customized facility management and real estate services.With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the servic...Show more

Library Planning Consultant, Indigenous Services

City of OttawaOttawa, ON
Full-time +1

Department: Ottawa Public Library.Employment Type: 1 Permanent Full Time Position .Job Category: Ottawa Public Library .Application Close: 07/05/2026 .Ottawa Public Library (OPL) provides accessibl...Show more

Mail Services Associate

The Millennium GroupOttawa, ON, CAN
Full-time
Quick Apply

Now is a great time to join our growing company! The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print, mail, document scanning, reception, and related o...Show more

Manager, Administrative Services

House of Commons (Canada) / Chambre des communes (Canada)Ottawa, Ontario, Canada
Full-time +2

The House of Commons’ Procedural Services is currently looking to staff the Manager, Administrative Services position.The Manager, Administrative Services leads the human resources and administrati...Show more

Centralized Services Engineer

GPL TechnologiesOttawa, ON, CA
Full-time
Quick Apply

Centralized Services Engineer At GPL Technologies, our mission is to provide powerful, reliable, and innovative technology services and leadership to creative companies by combining specialized ind...Show more

Chef, Services d'infrastructures

National Research Council CanadaOttawa, ON, CA
Full-time

La priorité peut être accordée aux groupes désignés au titre de l'équité en matière d'emploi suivants : les femmes, les Autochtones (Premières nations, Inuits et Métis), les personnes en situation ...Show more

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Associate, Family Office Services

Associate, Family Office Services

MNPOttawa, ON, Canadá
30+ days ago
Job type
  • Full-time
Job description

Job Details

Description

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 the evolution of their wealth and determine the right strategies to achieve their objectives. As an Associate, 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 other related analyses for High net worth (HNW) clients, along with corresponding reports and presentations with support of Analysts
  • 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
  • 3-5+ 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
  • Attention to detail and a willingness to work independently
  • Strong time management skills and able to work across multiple projects simultaneously