Talent.com
MNP
Senior Analyst, Family Office ServicesMNP • Waterloo, ON, Canadá
Senior Analyst, Family Office Services

Senior Analyst, Family Office Services

MNP • Waterloo, 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 Analyst. 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 Analyst, you’ll be supporting various financial planning and analysis processes 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 of financial plans and strategies for High Net Worth (HNW) clients
  • Working with professionals across service lines to coordinate on projects; communicate information and deliver reports as required
  • Assisting in process improvement exercises and maintaining current versions of deliverables, templates, and filing systems

Skills and Experience

  • Enrolled in or completed CFP curriculum, with keen interest in a career in high-net-worth wealth planning & advisory
  • 2-4 years of experience in a personal finance-related role; ideally a role that involves one or more of the below:
  • Using financial planning software to create financial plans that were expected to be presented to clients by you or a colleague
  • Meeting with clients to deliver financial planning advice
  • Sale of financial products and services such as life insurance or mutual funds
  • Accounting-related work experience
  • Strong proficiency in Microsoft Excel, Microsoft PowerPoint, Microsoft Word
  • Experience with financial planning software (e.g. Naviplan, WealthPath, Planworth or equivalent) is preferred
  • Strong written and verbal communication skills
  • Attention to details and a willingness to work independently
  • Strong time management skills and able to work across multiple projects concurrently
Create a job alert for this search

Senior Analyst, Family Office Services • Waterloo, ON, Canadá

Similar jobs

Immigration Counsel/Specialist (Canada/Global) - Goeschl Law Corporation

Goeschl Law Corporationwaterloo, on, ca
Full-time

Headquartered in San Francisco, Goeschl Law Corporation provides comprehensive business immigration services to clients ranging from innovative startups to large multinationals.We help our clients ... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausMapleton, ON, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Senior Consultant – Dayforce WFM

OnActuatewaterloo, on, ca
Full-time

At OnActuate, we cultivate talent from around the globe to deliver Microsoft and Dayforce solutions to customers across public, private, and non-profit sectors.Being People First is our core value,... Show more

 • Promoted • New!

Biology Private Tutoring Jobs Conestogo

SuperprofConestogo, CA
Full-time

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Sr. Manager, Patient Recruitment Operations

Reverba Globalwaterloo, on, ca
Full-time

We are open to candidates is the following Canadian provinces: ONT, AB, QC, MB.Help elevate real patient voices and amplify the experiences that move healthcare forward.At our company, we believe t... Show more

 • Promoted

Cloud & Dedicated Hosting Provider Senior Ops. Architect

\"RMS\" Retail Marketing Solutions LLCwaterloo, on, ca
Full-time +1

Retail Marketing Solutions LLC “RMS”) is a Global Operations Agency specializing in:.Business Infrastructure and Practices Consultation).Domains | VPS & Dedicated Servers | Infrastructure Managemen... Show more

 • Promoted

Senior/ Lead - AI Engineer

FICOwaterloo, on, ca
Full-time

As a Senior Engineer on our Applied AI team, you will be at the forefront of building AI-powered software that transforms how our platform operates.You will design, build, and maintain production-g... Show more

 • Promoted

Bilingual Implementation Associate - Remote - Employment Hero

Employment Herowaterloo, on, ca
Remote
Full-time

Employment Hero a pour mission de simplifier et de valoriser l’emploi pour tous.Notre système d’exploitation de gestion de l’emploi réunit le recrutement, les RH, la paie et les avantages sociaux d... Show more

 • Promoted

Equity Partner & National Leader AI Business Solutions - People Machine

People Machinewaterloo, on, ca
Full-time

Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more

 • Promoted

Manager, Tax Retirement and Estate Planning Services

Empire Lifewaterloo, on, ca
Full-time +2

Manager, Tax Retirement and Estate Planning Services.Location: Hybrid - Anywhere in Canada.The total target compensation (TTC) range, including salary and target bonus, is $117,600 - $166,880.This ... Show more

 • Promoted

Web3 Product Analyst - SINOFY

SINOFYwaterloo, on, ca
Full-time

We are a team of passionate Web3 enthusiasts turned venture capitalists, dedicated to investing in transformative startups.Our mission is to cut through the hype and support the creation of financi... Show more

 • Promoted

Remote Growth Equity Analyst ($100/hr)

Turingwaterloo, on, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Business Analyst

fintexwaterloo, on, ca
Full-time

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Show more

 • Promoted

Senior Compliance Associate

BET99waterloo, on, ca
Full-time

BET99 is Canada's Premiere Online Sportsbook and Casino.Since our launch in 2020, we have consistently innovated the online gaming landscape every step of the way, exponentially growing our custome... Show more

 • Promoted

P&C Insurance Analysts and Team Leaders

ROSSWaterloo, Region of Waterloo, CA
Full-time

Our client is a major Insurance company in the K-W-C triangle.As a member of the Actuarial Services Department, you will be part of a dynamic Research and Development team.You will be responsible f... Show more

 • Promoted

Senior Statistical Analyst II - Tigermed

Tigermedwaterloo, on, ca
Full-time

Communicate with clients as the.Archive all programming deliverables and documentation per SOPs.Mentor team members and support their technical and professional development.CDISC standards, and com... Show more

 • Promoted

Associate General Counsel - Litigation and Employment - Elevation Capital

Elevation Capitalwaterloo, on, ca
Full-time

ASSOCIATE GENERAL COUNSEL - REMOTE WORK FROM HOME.Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-pro... Show more

 • Promoted

Telecom Expense Management (TEM) Analyst - System One

System Onewaterloo, on, ca
Full-time

Telecom Expense Management Analyst (Contract).Canada (9am – 5pm EST working hours).Global Technology / Enterprise IT.A large, multinational technology organization is seeking a.Telecom Expense Mana... Show more

 • Promoted

Software Business Analyst - Alpha Bravo Development

Alpha Bravo Developmentwaterloo, on, ca
Full-time

We’re a fast-growing software development agency that helps service-based businesses across the U.Our team values ownership, innovation, and building long-term partnerships with clients.We’re looki... Show more

 • Promoted

Commercial Analyst

GeologicAIwaterloo, on, ca
Full-time

GeologicAI is a Calgary-based start-up developing and deploying exciting new technologies for the energy and mining sectors.We build nifty geological robots that scan rocks, train AI to analyze the... Show more