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

Senior Associate, Family Office Services

MNP • London, 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 • London, ON, Canadá

Similar jobs

Bank Representative (St Thomas)

PopularSt. Thomas, ON, CA
Full-time

Bank Representative (St Thomas).Receives and pays out money, and keeps records of money and negotiable instruments involved in financial transactions.Provides exceptional customer service by assist... Show more

 • Promoted

Associate General Counsel, Commercial Contracts

CARFAXLondon, Canada
Full-time

Join Team CARFAX as an Associate General Counsel, Commercial Contracts We pride ourselves on being mission focused on helping to grow a brand built on accuracy and integrity.We care deeply about ou... Show more

 • Promoted

Sales and Rental Associate

Stephensons Rental Services Inc.London, ON, CA
Full-time

Newbold St, London, ON N6E 1K3, Canada.Posted Tuesday, July 28, 2026 at 4:00 AM.Stephenson’s Rental Services is a Canadian owned and operated success story and a trusted leader in the equipment ren... Show more

 • Promoted

Associate Planner

3M HEALTHCARELondon, Ontario, Canada
Full-time

This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defin... Show more

 • Promoted

Senior Accountant, Assurance and Accounting

ACCA CareersMitchell, Ontario, Canada
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.Inspirational... Show more

 • Promoted

Senior Accounting Role at GoodLife Group

GoodLife FitnessLondon, ON, CA
Full-time

Seize an opportunity at GoodLife as a Senior Accounting Specialist – Private Entities for a 12-month term.Your expertise will be vital in managing full-cycle accounting and financial statements.In ... Show more

 • Promoted

Occupational Therapist - Hybrid Care with Impact

Saint ElizabethMiddlesex Centre, ON, CA
Full-time

A leading healthcare organization in Ontario is seeking an Occupational Therapist dedicated to delivering client-centered care.As part of a supportive team, you will conduct assessments, plan treat... Show more

 • Promoted

Call Center Representative Agent Work From Home - Part Time Focus Group Panelists

ApexFocusGroupWest Perth, Ontario, Canada
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 Call Center Representative Agent experience needed.Call ... Show more

 • Promoted

US Corporate Tax: Cross-Border Specialist

ROSSLondon, ON, CA
Full-time

A leading professional services firm in Canada is seeking an Associate/Manager/Senior Manager in US Tax.The role involves advising clients on cross-border transactions, compliance, and structuring ... Show more

 • Promoted

Customer Experience Associate- Future Opportunities

TDMitchell, ON, CA
Full-time

Work Location: Mitchell, Ontario, Canada.Line Of Business: Personal & Commercial Banking.At TD Canada Trust, we are the frontline of TD Bank.We strive to build deep and long-lasting relationships w... Show more

 • Promoted

Senior Accountant, Assurance and Accounting

Mnp LlpMitchell, ON, CA
Full-time

Senior Accountant, Assurance and Accounting.Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is ... Show more

 • Promoted

Transaction Services Senior Associate Position

PwC UKLondon, Ontario, Canada
Full-time

Join a respected team as a Senior Associate in Transaction Services, specializing in financial modelling and analytics.Your ACA qualification will help craft insights that drive client success.This... Show more