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Last updated: 1 day 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 Strategy Consultant / Sr Strategy Consultant – AI Model Training - AI Trainer

SuperAnnotateBrandon, Manitoba, CA
Remote
Full-time

If you’re a senior strategy consultant who thrives on ambiguity, structured problem-solving, market analysis, and executive-level decision-making, this is a unique opportunity to contribute directl...Show more

Store Manager

Chatters Limited PartnershipsBrandon, MB, CA
Permanent
Quick Apply

Do you have a passion for business AND an artistic flare ?.Are you a driven, inspirational mentor that strives for success?.That is what Style Happy and Chatters is all about, and we just happen to...Show more

Remote Support Representative - $21.50 / hour

Tim's FinancialBrandon, Manitoba
Remote
Full-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show more

Rogers WFH Sales Consultant - 1 Year Experience Required

RogersBrandon, Manitoba
Remote
Full-time

Experience & Qualifications:.A minimum of 2 years of verifiable sales experience is required.Please note that general retail roles (e.Formal training in a recognized sales methodology (e.MEDDICC, S...Show more

 • Promoted

Engineer 3rd Class

Prairie Mountain HealthBrandon, Canada
Full-time

The Engineer III shall be accountable to the Chief Engineer and is responsible for the maintenance and operation of the physical plant and infrastructure within Prairie Mountain Health (PMH).The in...Show more

Disability Claims Specialist, Group Insurance

Royal Bank of Canada>BRANDON, Canada
Full-time

As a Disability Claims Specialist in Group Insurance, you will be part of a supportive, multidisciplinary team with expertise across diverse fields dedicated to ensuring excellent client service wh...Show more

Real Estate Agent

Royal LePage Real EstateBrandon, Manitoba, Canada
Full-time +1

Full-time | Part-time | Commission-based.New Agents, Experienced Agents, or Those Planning to Become Licensed.Grow your real estate career with powerful tools, proven support, and a trusted brand r...Show more

Maintenance Technician

Canad InnsBrandon, MB, Canada
Part-time
Quick Apply

We are seeking a skilled Maintenance Technician to join our team.As a Maintenance Technician, you will be responsible for maintaining and repairing various equipment and systems within our facility...Show more

Valve repairer, pipelines

Contro Valve Inc942 Douglas Street, Brandon, MB, Canada
Full-time +1
Quick Apply

Douglas Street Brandon, MB R7A 7B2.Starts as soon as possible Benefits: Health benefits, Financial benefits, Other benefits.College/CEGEP or equivalent experience (Preferably in Industrial mechanic...Show more

Manager, Quality

MNPBrandon, MB, 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

Turnaround Project Manager

Koch Ag & Energy SolutionsBrandon, Manitoba
Full-time

Koch Fertilizer Canada, ULC is seeking a Turnaround Project Manager to join our team in Brandon, Manitoba! In your role as Turnaround Project Manager, you will lead the planning and execution of pl...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