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

Senior Associate, Family Office Services

MNP • Prince George, 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 • Prince George, BC, Canadá

Similar jobs

Full-Time Focus Group Participant ($300 - $850 for multiple sessions)

ApexFocusGroupPrince George, BC, CA
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Data Entry experience needed.Data Entry Clerk Work From ... Show more

 • Promoted

Full-Time Focus Group Participant - Remote

ApexFocusGroupPrince George, BC, CA
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Adminis... Show more

 • Promoted

Senior Accountant, Indigenous Services — Impact & Growth

MNPPrince George, Regional District of Fraser-Fort George, CA
Full-time

A leading Canadian accounting firm is seeking a Senior Accountant to join their Indigenous Services team.The role involves conducting financial engagements, summarizing financial reports, and foste... Show more

 • Promoted

Independent Contractor Occupational Therapist

CBI Health GroupPrince George, Regional District of Fraser-Fort George, CA
Full-time

Explore an impactful career as an Independent Contractor Occupational Therapist with CBI Health in Prince George, BC, and enjoy a signing bonus up to $10,000.Flexible hours allow for optimal work-l... Show more

 • Promoted

Family Connections & Lifeskills Worker

Indigenous Perspectives SocietyPrince George, Regional District of Fraser-Fort George, CA
Permanent

NEZUL BE HUNUYEH CHILD & FAMILY SERVICES, PO BOX 1180, 700 STUART DRIVE WEST, FORT ST JAMES, BC V0J 1P0.WE ARE HIRING! Family Connections & Lifeskills Worker, Prince George, BC.Nezul Be Hunuyeh is ... Show more

 • Promoted

Specialist, Intervenor

CNIB Deafblind Community ServicesPrince George, Regional District of Fraser-Fort George, CA
Part-time +1

Northern BC, Williams Lake/Prince George.Manager, Services & Operations.Life is a journey full of challenges, dreams, adventure, and fun.At CNIB Deafblind Community Services (DBCS), we believe life... Show more

 • Promoted

Full-Time Focus Group Participant ($75- $150 per 1 hour session)

ApexFocusGroupPrince George, BC, CA
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Adminis... Show more

 • Promoted

C-92 Coordinator

Yekooche First NationPrince George, Regional District of Fraser-Fort George, CA
Full-time

The Yekooche traditional territory is located about 85 km northwest of Fort St.It comprises 4 reserves on a total of roughly 180 hectares of land.Most of our band members live in Reserve #3 (Yekooc... Show more

 • Promoted

Part-Time Child and Family Worker

Indigenous Perspectives SocietyPrince George, Regional District of Fraser-Fort George, CA
Part-time

Explore a fulfilling career with Nezul Be Hunuyeh as a Child and Family Connections Worker in Prince George, BC.Foster growth and development through targeted skills training for children and famil... Show more

 • Promoted

Part-Time Focus Group Participant ($300 - $850 for multiple sessions)

ApexFocusGroupPrince George
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Customer Service Representative Agent experience needed.... Show more

 • Promoted

Mortgage Specialist - Prince George Region

ScotiabankPrince George, Regional District of Fraser-Fort George, CA
Full-time

Title: Mortgage Specialist - Prince George Region.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purpos... Show more

 • Promoted

Client Care Representative – Personal Lines Renewals

HUB InternationalPrince George, Regional District of Fraser-Fort George, CA
Full-time

Client Care Representative – Personal Lines RenewalsPostulerremote type: Onsitelocations: Prince George, BC: Quesnel, BC: Fort St.James, BC: Mackenzie, BC: Dawson Creek, BCtime type: ... Show more

 • Promoted

On-Site Collections Operations Specialist

Waste ManagementPrince George, Regional District of Fraser-Fort George, CA
Full-time

A leading waste management company is seeking an Operations Specialist in Prince George, Canada.This role involves advanced clerical and administrative support to ensure smooth daily operations, in... Show more

 • Promoted

Associate, Family Office Services

MNPPrince George, Regional District of Fraser-Fort George, CA
Full-time

Make an impact with our Family Office Services team as an Associate.The MNP Family Office Services team is a multi‑disciplinary team of professionals that works with clients to help them understand... Show more

 • Promoted

Family Services Associate – Family Room

Ronald McDonald House BC & YukonPrince George, Regional District of Fraser-Fort George, CA
Full-time

The Ronald McDonald Family Room is a rest and respite space within University Hospital of Northern British Columbia for families with children receiving treatment.With an overnight guest room, laun... Show more

 • Promoted

Senior Associate, Family Office Services

MNPPrince George, Regional District of Fraser Fort George, Canada
Full-time

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 unde... Show more

 • Promoted

Wealth Advisor Role with Ventum Financial

Ventum FinancialPrince George, Regional District of Fraser-Fort George, CA
Full-time

Become a Wealth Advisor at Ventum Financial Corp.This opportunity allows experienced professionals to thrive in an independent firm.In this position, you will join Ventum's Private Client Services,... Show more

 • Promoted

Part-Time Fashion Associate — Plus-Size Styling & Service

Reitmans (Canada) Ltée/LtdPrince George, Regional District of Fraser-Fort George, CA
Part-time

A leading retail store in Prince George is seeking a part-time Fashion Associate.In this role, you will create an exceptional shopping experience, assisting customers with personalized service.Resp... Show more

 • Promoted

Personal Lines Team Lead

HUB InternationalPrince George, Regional District of Fraser-Fort George, CA
Full-time

Hi, we’re HUB! We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals.When you partner with us, you’re at the center of a vast netwo... Show more

 • Promoted

Investment Advisor

Ventum FinancialPrince George, Regional District of Fraser-Fort George, CA
Full-time

Canadian‑owned investment firm managing more than $8 billion in assets with nearly 400 employees across 13 offices nationwide.Founded on trust, experience and ambition, Ventum prioritizes excellenc... Show more