Senior Associate, Family Office Services

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