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Services Jobs in Saanich, BC

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Last updated: 1 day ago

Associate, Family Office Services

MNPVictoria, 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

Client Advisor, Business Services

0000050007 Royal Bank of CanadaOAK BAY, British Columbia, Canada
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

Team Lead - Dining Services

Cherish at Central ParkVictoria, British Columbia, Canada
CA$26.00 hourly
Full-time
Quick Apply

We believe dining is an important part of joyful living.Our dining room is a place where residents gather, connect, and feel at home.This is a working leadership role, where the successful candidat... Show more

Service Technician

Key Equipment ServicesVictoria, BC, CAN
CA$25.00 hourly
Full-time
Quick Apply

Service Technician - Commercial Kitchen Appliances.Key Equipment Services, a division of Heritage Food Service Group of Canada, is the largest service provider for the food service industry in west... Show more

Environmental Project Manager

Clean HarborsVictoria, British Columbia, Canada
CA$70,000.00 yearly
Full-time
Quick Apply

Technical Services Project Manager.This role is responsible for overseeing environmental and hazardous waste projects from quotation through execution and ensuring all work is completed safely, on ... Show more

Resident Services Coordinator

Pacifica HousingVictoria, BC, CA
CA$26.00 hourly
Full-time +1
Quick Apply

Resident Services Coordinator (RSC).Monday-Friday (75 hours bi-weekly).Pacifica Housing has been providing safe and affordable homes for almost 35 years.We are a rapidly growing organization dedica... Show more

Associé I, Ventes

The Home Depot CanadaSaanich, BC, CA
CA$18.90 hourly
Part-time

Vous aimez aider les autres à réussir et laisser votre marque? Vous éprouvez de la fierté à guider les clients vers les bonnes solutions pour leurs projets? Si, en plus de cela, vous êtes de nature... Show more

Protection Services Officer

Island HealthVictoria, BC, CA
CA$29.40 hourly
Temporary

Education, Training And Experience.Grade 12, successful completion of recognized Basic and Advanced Security Training certification, Intermediate First Aid (formerly OFA Level 2) plus one year of r... Show more

Environmental Services Worker

Island HealthVictoria, BC, CA
Temporary

Education, Training And Experience.Grade 10 or an equivalent combination of education, training and experience.Ability to communicate effectively, both verbally and in writing.Ability to deal with ... Show more

CRCL Systems, Screening and Dispatch Navigator - Casual Call Out

AVI Health and Community ServicesVictoria, British Columbia, Canada
Part-time +1

AVI Health & Community Services (AVI).HIV, hepatitis C, substance use, sexual health, mental health, and other community health services, and is informed by the voices of people with living exp... Show more

Client Advisor, Business Services

Royal Bank of Canada>OAK BAY, Canada
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

Reception/Office Services Administrative

Randstad CanadaVictoria, British Columbia, CA
CA$23.00 hourly
Full-time +1
Quick Apply

As an Office Services Administrative/Reception at our Victoria office, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.You will... Show more

Senior Manager, Enterprise Risk Services

MNPVictoria, BC, Canadá
Full-time

Inspirational, innovative, and entrepreneurial – this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impa... Show more

Food Services Supervisor

University of VictoriaVictoria, BC, Canada
Full-time

Subject to intermittent layoffs during holidays and reading breaks.Successful applicants are required to:.Be able to work varied shifts as required, which may include evenings and weekends.Have pre... Show more

Reporter/Editor, Victoria (English Services) (On-Call)

CBC/Radio-CanadaVictoria, BC
Part-time +1

Temporary Short-Term (Fixed Term).Position Language Requirement:.At CBC/Radio-Canada, we create content that informs, entertains and connects Canadians on multiple platforms.Our successes and accom... Show more

Inventory Associate (CA)

Retail Services WIS CorporationVICTORIA, British Columbia, Canada
CA$18.25 hourly
Part-time

External Job Description Inventory Associate - Canada Starting Wage: $18.WIS offers the ability to work varied, traditional, and non-traditional flexible hours.The more you are available, the more ... Show more

Supervisor - Custodial Services

Dexterra GroupVictoria, British Columbia, Canada
Full-time

At Dexterra, we create exceptional customer experiences that make our clients shine.Powered by passionate people, we bring the right teams with the right skills together to turn problems into solut... Show more

Assistant Manager- Children's Services

Pacific Coast Community ResourcesVictoria, BC, CA
CA$69,000.00 yearly
Full-time
Quick Apply

At Pacific Coast Children’s Resources, we have provided personalized services to children and youth living with diverse abilities since 2010.Today we offer our services throughout many commun... Show more

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Associate, Family Office Services

Associate, Family Office Services

MNPVictoria, BC, 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