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Last updated: 2 days ago

Senior Analyst, Family Office Services

MNPBrandon, MB, 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

Remote R Engineer - AI Trainer

SuperAnnotateBrandon, Manitoba, CA
Remote
Full-time

As a remote, hourly paid R Engineer, you will review AI-generated responses and generate high-quality R and data-analysis-focused content, evaluating the reasoning quality and step-by-step problem-...Show more

Work From Home Fast & Serious 100% Free - No experience

Clubshop | USBrandon, Manitoba
Remote
Full-time

Discover The System MyLeadBiz That’s Helping Newbies Earn Daily.Turn free traffic into $100+ per day with this beginner-friendly biz opp strategy.No product or tech skills needed.Join For Free And ...Show more

Bilingual Disability Claims Analyst, Group Insurance

Royal Bank of Canada>BRANDON, Canada
Full-time

As a Bilingual 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 ser...Show more

Pharmacy Assistant

Prairie Mountain HealthBrandon, Canada
Full-time

The Pharmacy Assistant shall be accountable to the location manager and is responsible for performing the technical functions necessary for the general day-to-day operation of the department; reple...Show more

Secretary 2

Shared HealthBrandon, MB, CA
Permanent

Reporting to the Manager - Clinical Engineering, the incumbent performs administrative and secretarial function for the Regional Director, Engineers, and Lab supervisor, including coordinating in-c...Show more

Customer Service - Work from Home - 50k-60k / Year

Spade RecruitingBrandon, Manitoba
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providin...Show more

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Health Care Aide

Prairie Mountain HealthBrandon, Canada
Part-time

The Health Care Aide provides direct client care and environmental support within established standards of care, policies and procedures.The Health Care Aide functions in meeting the special and ch...Show more

Tool Rental Technician Full Time - 7038 Brandon

The Home Depot CanadaBrandon, MB, CA
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

Bilingual Disability Claims Analyst, Group Insurance

0000050824 RBC Life Insurance CompanyBRANDON, Manitoba, Canada
Full-time

As a Bilingual 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 ser...Show more

Warehouse Supervisor

EMCO Waterworks/EMCO AqueducBrandon, MANITOBA, Canada
Full-time

As the Warehouse Supervisor, you will oversee that all warehouse operations are conducted in a safe, secure, and efficient manner in compliance will all local Health and Safety regulations and comp...Show more

Hearing Aid Practitioner or Audiologist

WSA AmericasBrandon, Manitoba, CA
Full-time +2
Quick Apply

Part of WSA group, HearCANADA's mission is to reframe the world of hearing care and set the highest standards in the world of hearing health.With 110+ clinics across Canada, our teams work collabor...Show more

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Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNPBrandon, MB, Canadá
2 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