Talent.com
MNP
Senior Associate, Family Office ServicesMNP • Kelowna, BC, Canadá
Senior Associate, Family Office Services

Senior Associate, Family Office Services

MNP • Kelowna, BC, 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.

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 • Kelowna, BC, Canadá

Similar jobs

Mortgage Specialist - BC Interior & Okanagan Region

ScotiabankKelowna, Regional District of Central Okanagan, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purposed driven, winning sales team, anchored by an incl... Show more

 • Promoted

Career Growth Client Benefits Representative

MediumKelowna, Regional District of Central Okanagan, CA
Full-time

Transform your career as a Client Benefits Representative with Global Elite Empire Consultants, where flexibility and growth opportunities abound.Work remotely while crafting a schedule that suits ... Show more

 • Promoted

Comprehensive Family Physician Role

Interior Health AuthorityKelowna, Regional District of Central Okanagan, CA
Full-time

Become a locum Family Physician with the Central Okanagan Maternity Clinic, enriching the lives of families through comprehensive maternity care while enjoying flexible scheduling.Engage with the l... Show more

 • Promoted

Sales Associate

The Dufresne GroupVernon, Regional District of North Okanagan, CA
Full-time

Join the Ashley Canada Team – Sales Associates Vernon, BC.At The Dufresne Group, we don’t just sell furniture, we help people create homes they love.As the largest Ashley licensee in Canada, with l... Show more

 • Promoted

Remote Client Services Associate Position

MediumKelowna, Regional District of Central Okanagan, CA
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

Senior Financial Advisor (Rutland Branch)

Valley FirstKelowna, Regional District of Central Okanagan, CA
Full-time

We are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investm... Show more

 • Promoted

Associate Optometrist — Private Clinic Autonomy & Impact

Specsavers NorgeKelowna, Regional District of Central Okanagan, CA
Full-time

A leading optical retailer is seeking an Associate Optometrist in Kelowna.The ideal candidate will utilize advanced diagnostic equipment to provide exceptional patient care.This role emphasizes cli... Show more

 • Promoted

Work From Home - Client Services Associate

MediumKelowna, Regional District of Central Okanagan, CA
Remote
Full-time

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you c... Show more

 • Promoted

Senior Product Coordinator

Okanagan CollegeKelowna, Regional District of Central Okanagan, CA
Full-time

When you join Okanagan College, you’re joining a team that’s transforming lives and communities.Every course you create, every student you support and every connection you build, it all matters.Be ... Show more

 • Promoted

CGIC Associate Insurance Advisor III Role

Co-operatorsKelowna, Regional District of Central Okanagan, CA
Full-time

Explore a fulfilling career as an Associate Insurance Advisor III at CGIC.This office-based role focuses on delivering excellent service and tailored insurance solutions for clients.With your backg... Show more

 • Promoted

Operations Coordinator

Okanagan CollegeKelowna, Regional District of Central Okanagan, CA
Full-time

When you join Okanagan College, you’re joining a team that’s transforming lives and communities.Every course you create, every student you support and every connection you build, it all matters.Be ... Show more

 • Promoted

Insurance Advisor/Senior Insurance Advisor

BCAAKelowna, Regional District of Central Okanagan, CA
Full-time

Feel proud of what you do and help shape the future of BC at a BC Top Employer.We’re driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, ... Show more

 • Promoted

Director | Contracted Services

Interior Health AuthorityKelowna, Regional District of Central Okanagan, Canada
Full-time

Are you looking for a new and rewarding leadership challenge in healthcare? Interior Health has an exciting opportunity for Director, Contracted Services.The location for the role is Kelowna or Ver... Show more

 • Promoted

Associate Insurance Advisor III (Kelowna, BC)

Co-operatorsKelowna, Regional District of Central Okanagan, CA
Full-time

Employment Type: Regular Full-Time.Language: This role operates in English.We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient so... Show more

 • Promoted

Mobile Mortgage Advisor – BC Interior & Okanagan

ScotiabankKelowna, Regional District of Central Okanagan, CA
Full-time

A leading banking institution is seeking a Home Financing Advisor in Kelowna.This mobile role focuses on building strong client relationships and providing tailored mortgage advice.Ideal candidates... Show more

 • Promoted

Family Physician - Obstetrics

Interior Health AuthorityKelowna, Regional District of Central Okanagan, CA
Full-time

The Central Okanagan Maternity Clinic (COMC) is seeking family physicians to locum.The Family Physicians will provide comprehensive prenatal, delivery, and postnatal care.Patients are seen througho... Show more

 • Promoted

Vernon Sales Associate at Ashley Canada

The Dufresne GroupVernon, Regional District of North Okanagan, CA
Full-time

Step into a rewarding Sales Associate role with Ashley Canada in Vernon, BC.This position emphasizes guest interaction, strong sales performance, and offers a clear path for career advancement.At T... Show more

 • Promoted

Family Physician

Interior Health AuthorityKelowna, Regional District of Central Okanagan, CA
Full-time +1

We have a unique part-time specialized primary care practice position available.We are looking for an individual to work up to a 0.FTE to increase our services to full time.Apply now and join the t... Show more

 • Promoted

KCR Customer Experience Associate Position

TD BankKelowna, Regional District of Central Okanagan, CA
Part-time

Join TD Canada Trust as a Customer Experience Associate at the KCR Summer Job Fair in Kelowna, British Columbia.Excel in providing superior customer service and managing financial transactions.In t... Show more

 • Promoted

Compass Group Housekeeping Associate

Compass Group CanadaKelowna, Regional District of Central Okanagan, CA
Full-time

Become a Housekeeping Associate with Compass Group Canada, focusing on cleanliness across healthcare settings.Your contributions will be integral in providing a safe and hygienic environment.This p... Show more