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Software Jobs in Moncton, NB

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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

Electrical Engineer - EIT

StantecMoncton, NB
Full-time

Stantec’s Buildings team is on a mission to become the world’s leading integrated design practice.Our architects, engineers, interior designers, consultants, sustainability specialists, and technol... Show more

Commissioned SaaS Sales Executive

Dovico Software IncMoncton, NB, CA
Remote
Full-time
Quick Apply

Are You a SaaS Growth Builder?.Dovico is looking for a high-performing sales professional with a proven track record of growing SaaS businesses.This is not a role for someone who waits for leads to... Show more

Bookkeeper / Administrative Assistant

ServiceMaster Clean of MonctonMoncton, NB, CA
Full-time

ServiceMaster Clean Moncton is looking for a full time Administrative Assistant / Bookkeeper to join our office team.Reporting to the Office Manager, the selected candidate will be responsible for ... Show more

Collision Repair Appraiser

CSN CollisionMoncton, NB, CA
Full-time
Quick Apply

CSN Champlain Auto Body is seeking a skilled and experienced Collision Repair Appraiser to join our team.The successful candidate will play a key role in providing accurate repair plans and estimat... Show more

Senior Java Developer, Payments

CGIMoncton
Full-time +1

We are seeking a Senior Software Engineer (10–15 years’ experience, including 5+ years in a senior/lead role) with strong expertise in Java, Spring Boot, microservices architecture, REST APIs, and ... Show more

T-SQL Programmer

LifeWorksMoncton, New Brunswick, Canada
CA$58,100.00 yearly
Full-time

TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ... Show more

Senior Mechanical Technologist – HVAC & Plumbing

EXPMoncton, NB, Canada
Full-time

Position: Mechanical Technologist – HVAC & Plumbing.Saint John, Moncton, or Fredericton, NB .Are you ready to take your career to the next level? We’re looking for an experienced.HVAC and plumbing ... Show more

Quality Inspector (Evening Shift)

Apex IndustriesMoncton, NB, CA
Full-time
Quick Apply

Position Overview Apex is currently accepting applications for a Quality Inspector within its Aerospace Component Manufacturing Group for an evening shift.Reporting to Inspection Supervisor, the pr... Show more

Senior Web Developer, React

CGIMoncton
Full-time +1

We are seeking a Senior Web Developer with strong expertise in React to join our CGI offices in Atlantic Canada.This is a full-time, permanent position requiring 10+ years of experience in software... Show more

French Bilingual Patient Coordinator

Randstad CanadaMoncton, New Brunswick, CA
Part-time +2
Quick Apply

We are hiring a French Bilingual Customer Service Representative / Patient Coordinator to join a leading pharmaceutical company in Downtown Moncton.Fluency Level FRENCH AND ENGLISH is a must for t... Show more

Manager of Professional Services & Implementations

Four Eyes FinancialMoncton, New Brunswick, Canada
Full-time

Manager, Professional Services & Implementations.The Manager Professional Services & Implementations owns the critical post-sales lifecycle from contract signature through successful client... Show more

Manager – WFM Routing and Skill Optimization

Royal Bank of Canada>MONCTON, Canada
Full-time +1

The Manager, WFM Routing and Skill Optimization is responsible for the sound execution and ongoing maintenance of existing Genesys interaction routing strategies aligned to support optimized effici... Show more

 • New!

Lead React Native Developer

CGIMoncton
Full-time

We are seeking a Lead Developer with 10+ years of software engineering experience, including 5+ years of hands-on experience in React Native, JavaScript, and TypeScript, to lead the design and deve... Show more

Consulting Actuary - Retirement

GallagherDieppe, Canada
Full-time

Founded over 100 years ago, we help deliver on the promise of Our health, wealth, technology and consulting services allow us to deliver on the MANY needs of our clients by drawing on our strength... Show more

Diesel Service Technician

Bayview Trucks - MonctonMoncton, NB, CA
Full-time

The Bayview Group is a full service, parts and sales dealer for Kenworth Trucks.We are currently hiring for our Moncton New Brunswick location.Relocation assistance is available for the right candi... Show more

Software Developer.NET

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

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Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPMoncton, NB, Canadá
30+ 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