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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

Food Services Supervisor - Multiple Openings

Island HealthVictoria, BC, CA
CA$32.81 hourly
Full-time +2

Education, Training And Experience.Graduation from a recognized two-year program in Food Service Supervision plus one (1) year's recent related experience.Certificate in Food Safe Level 2.Must be c... Show more

Service Technician

Key Equipment ServicesVictoria, BC, CAN
CA$25.00–CA$45.00 hourly
Full-time
Quick Apply

Key Equipment ServicesService Technician - Commercial Kitchen Appliances$25 to $45 per hourWho we are:Key Equipment Services, a division of Heritage Food Service Group of Canada, is the largest ser... Show more

Special Services Associate: Full Time - SAANICH

The Home Depot CanadaSaanich, BC, CA
CA$20.25–CA$22.00 hourly
Full-time

Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and ... 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

Program Manager, Employment Services

Randstad CanadaVictoria, British Columbia, CA
CA$70.00 hourly
Permanent
Quick Apply

This is an exciting leadership opportunity for an operations-savvy professional who thrives on workforce development, community engagement, and team empowerment.Reporting to the Senior Program Mana... Show more

SAFER Support Worker- Casual Call Out

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

AVI Health & Community Services (AVI).HIV, hepatitis C and harm reduction services out of 5 locations across Vancouver Island.AVI provides services to more than 500 people living with HIV and h... Show more

Supervisor - Custodial Services

Dexterra GroupVictoria, BC, CA
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

Executive Director, Health Services

ConfidentialVictoria, British Columbia, CA
Full-time

Executive Director, Health Services About the Company Well-established management consulting firm Industry Management Consulting Type Privately Held Employees 51-200 About the Role The Compa... Show more

 • Promoted

Food Services Supervisor - Operations

Island HealthVictoria, BC, CA
Temporary

Education, Training And Experience.Graduation from a recognized two year program in Food Service Supervision plus one (1) year's recent related experience.Certificate in Food Safe Level 1.Ability t... Show more

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 impac... 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

Field Service Technician (Victoria)

BFG Enterprise ServicesVictoria, British Columbia, Canada
Full-time

Responsible for providing field technical service and support at BFG Enterprise Services customer sites across Canada, by performing connectivity and hardware troubleshooting and repair in a positi... Show more

Mental Health & Addictions Nurse Withdrawal Management Services (RN/RPN)

Island HealthVictoria, BC, CA
Temporary

Education, Training And Experience.Registration with BC College of Nurses and Midwives as a practicing RN registrant or a practicing RPN registrant.Up to two years recent related experience working... Show more

Senior Solutions Architect

TEEMAVictoria, British Columbia
CA$12.00 hourly
Full-time

We are seeking a Senior Solution Architect to provide senior software development leadership, architecture guidance, and strategic advisory services to a common capabilities and AI platforms team w... Show more

URGENT: Pet Sitter Wanted - Experienced Pet Sitter Needed In Brentwood Bay, Bc Earn $152 Daily!

PetSitter.comBrentwood Bay, British Columbia, Canada
CA$152.00 daily
Full-time

Are you a passionate pet lover located in or near Brentwood Bay, British Columbia? I'm seeking a reliable and caring individual to provide top-notch pet sitting services for my beloved dogs.The... Show more

 • Promoted

Inventory Associate (CA)

Retail Services WIS CorporationVICTORIA, British Columbia, Canada
CA$18.25–CA$22.25 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 y... 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

Resident Services Assistant (Casual)

Baptist Housing Seniors LivingVictoria, BC, CA
CA$26.53 hourly
Full-time
Quick Apply

Resident Services Assistant (Concierge) Shannon Oaks | Oak Bay, British Columbia, Canada | Casual The Opportunity  At Baptist Housing, every day is an opportunity to help our seniors experienc... Show more

Housekeeper Wanted - Seeking Reliable Housekeeper In Victoria, Bc $25 Per Hour For Cleaning And

Housekeeper.comVictoria, British Columbia, Canada
CA$25.00 hourly
Full-time

I am seeking a reliable and experienced housekeeper to help maintain my home in Victoria, British Columbia.The position pays $25 per hour, and I would love to find someone who takes pride in their ... Show more

 • Promoted
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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