Talent.com
MNP
Senior Associate, Family Office ServicesMNP • Mississauga, ON, Canadá
Senior Associate, Family Office Services

Senior Associate, Family Office Services

MNP • Mississauga, ON, 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 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 a Senior Associate, you’ll be devising, building out, and presenting financial planning strategies and analysis 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.

This opportunity is available in the following locations across Canada : Toronto or Ottawa

Responsibilities

  • Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates
  • 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
  • 5-10+ 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
  • Meticulous attention to detail and a willingness to work independently
  • Strong time management skills and able to work across multiple projects simultaneously
Create a job alert for this search

Senior Associate, Family Office Services • Mississauga, ON, Canadá

Similar jobs

Brokerage Relations Associate

4Sight Search Solutions Inc.Mississauga, Peel region, Canada
Full-time

Permanent | 4Sight Search Solutions Inc.AR Business Brokers is a leading firm specializing in the sales and acquisition of small to mid‑sized businesses across the Greater Toronto Area.They provide... Show more

 • Promoted

Client Services Associate

Watson InvestmentsOakville
Full-time

Watson Investments is a family-owned wealth management firm based in downtown Oakville.Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wea... Show more

 • Promoted

Senior Associate, Fund Accounting

SS&C TechnologiesMississauga, Peel region, Canada
Full-time +1

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se... Show more

 • Promoted

Wealth Associate

National Bank of CanadaOakville, ON, CA
Full-time

A career as a Wealth Associate at National Bank is a role where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out... Show more

 • Promoted

Oakville Senior Law Clerk Position

ZSA Legal RecruitmentOakville, ON, CA
Full-time

Shape the future of family law as a Senior Law Clerk in Oakville.This in-person role is perfect for candidates with over 5 years of legal clerk experience.Our esteemed family law firm in Oakville i... Show more

 • Promoted

Client Services Associate – Wealth Management - $19 - $20 An Hour

Dominion SecuritiesMississauga, Canada
Full-time

Provides transaction support for wealth management accounts, handling inquiries and approvals via phone and electronic submissions.Requires 1+ year of industry experience and strong analytical and ... Show more

 • Promoted

Wealth Management Client Services Associate

CI Assante Wealth ManagementOakville
Full-time

Elevate client interaction at a boutique wealth management firm in Oakville as a Client Services Associate.This full-time role is integral to maintaining strong client relationships and supporting ... Show more

 • Promoted

Associate Family Lawyer - C$100,000 - C$200,000 A Year

Nachla Law OfficeOakville, Canada
Full-time

Boutique law firm in Oakville, Ontario, seeks a dedicated Family Law lawyer with 3+ years of experience to join their close-knit team.The role involves court documentation, client communication, an... Show more

 • Promoted

Remote Client Services Associate Position

MediumVaughan
Remote
Full-time

Elevate your career with Global Elite Empire Consultants as a Client Services Associate.This remote position offers a flexible work schedule while ensuring you deliver exceptional customer service.... Show more

 • Promoted

Client-Focused Senior Audit Associate

Northbound RecruitmentBurlington, Ontario, Canada
Full-time

Become a pivotal Senior Audit Associate, driving complex audit engagements and enhancing client services.Utilize your CPA, CA credentials to foster outstanding client experiences while mentoring a ... Show more

 • Promoted

Associate, Client Relations - C$60,000 - C$70,000 A Year

RpiaMississauga, Canada
Full-time

Seeking an Associate, Client Relations to provide high-quality service and support to Investment Advisors, manage inquiries, facilitate transactions, and maintain data integrity for RPIA. Show more

 • Promoted

Senior Mortgage Client Engagement Specialist

EQ BankMississauga, Peel Region, CA
Full-time

A financial institution in Canada is seeking a Senior Customer Engagement Specialist responsible for supporting reverse mortgage applicants.This role acts as a bridge between clients and various in... Show more

 • Promoted

Associate Financial Advisor

Royal City RecruitmentKing, ON, CA
Full-time

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.This role may have an opportunity t... Show more

 • Promoted

Senior Associate - $30 - $45 An Hour

Insight GlobalMississauga, Canada
Full-time

Supports investment performance reporting, ensures data accuracy, and collaborates across teams.Mentors junior members and enhances reporting processes. Show more

 • Promoted

Family Law Associate

Source CodeBrampton
Full-time

Our Clientis a reputable and client-focused law firm specializing in family law.We are dedicated to providing compassionate and effective legal services to families during challenging times.Our fir... Show more

 • Promoted

Associate Regional Director, Vaughan, Ontario, Canada

BBYO -Vaughan, York Region, CA
Full-time

At BBYO, we're motivated by our mission, inspiring us to reimagine work to make it fun, flexible, and fulfilling.We're looking for a passionate Associate Regional Director to join our team and help... Show more

 • Promoted

Senior Family Law Clerk — Expert Drafting & Case Support

Bortolussi Family LawVaughan
Full-time

A family law firm in Vaughan is seeking a Family Law Clerk to support its lawyers with casework and legal documentation.The ideal candidate has over 5 years of experience in family law, proficient ... Show more

 • Promoted

Family Law Clerk

Veridian LawMississauga, Peel Region, CA
Full-time

Founder & Principal Lawyer at Veridian Law | Dedicated to Compassionate Family Law Solutions.Family Law Clerk (Remote → Hybrid) — Veridian Law (Ontario).Type: Full-time, Monday–Friday.Compensation:... Show more

 • Promoted

Sales - Associate I

Victor CanadaMississauga, Peel region, Canada
Full-time

We are seeking a talented individual to join our team at Victor.The position reports to the Sales Team Leader and supports Benefits Advisors within our Group Benefits Division to meet or exceed sal... Show more

 • Promoted

Associate

Richardson WealthBurlington, Halton Region, Canada
Full-time

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.With offices across the country, we are home to som... Show more