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

Senior Associate, Family Office Services

MNP • Victoria, 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 • Victoria, BC, Canadá

Similar jobs

Family Medicine Role in Scenic Victoria

Island HealthVictoria, Capital Regional District, CA
Full-time +1

Explore your potential as a family physician at Saanich Plaza Medical Clinic, located in breathtaking Victoria, BC.The clinic offers full-time and part-time roles within a collaborative practice.SP... Show more

 • Promoted

Client Care Representative - Auto Associate

HUB InternationalVictoria, Capital Regional District, CA
Full-time

Client Care Representative - Auto AssociateApply: Onsite: Victoria, BC: Full time: Posted Today: R0038596**Hi, we’re HUB!**We’re a leading North American insurance brokerage, helping indi... Show more

 • Promoted

Rural Family Physician (Locum) – On-Call & Walk-in ER Coverage

Island HealthSouthern Gulf Islands Electoral Area, BC, CA
Full-time

A community health center is seeking a locum Family Physician on Galiano Island, British Columbia.In this role, you will provide family medicine care and serve as an Emergency walk-in physician whe... Show more

 • Promoted

Family Practitioner

Rural and Remote Division of Family PracticeSouthern Gulf Islands Electoral Area, BC, CA
Full-time

Specialty Family Practitioner/General Practitioner – Locum – Clinic at Pender Island Health Centre.On‑call: 1:4 after‑hours on‑call, shared on Mayne and Galiano Islands.Hours: 9am-5pm Monday to Fri... Show more

 • Promoted

Family Practitioner – W’SANEC Health Clinic (Saanich Peninsula PCN) 100-2078

Island HealthCentral Saanich, Capital Regional District, CA
Full-time

Family Practitioner – W’SANEC Health Clinic (Saanich Peninsula PCN) 100-2078.This position will work in partnership with the four W ’ SANEC Health Directors and their respective communities.The hea... Show more

 • Promoted

CSO/OFA 3

Kinetic Construction Ltd.Victoria, Capital Regional District, CA
Full-time

Kinetic) Together Building Better.Relationships, Passion, Continuous Improvement.Our core values are a desire to build enduring.We focus on teamwork, trust and, most importantly, respect for people... Show more

 • Promoted

Associate Doctor of Chiropractic

ChirosconnectVictoria, Capital Regional District, CA
Full-time

At Leto Chiropractic, we’re looking for an associate chiropractor who is passionate about helping families move, feel, and live better through neurologically focused chiropractic care.Our office se... Show more

 • Promoted

Family Practice (100-2014)

Island HealthVictoria, Capital Regional District, CA
Full-time +1

We are looking to welcome a new family physician in our growing medical clinic.Saanich Plaza Medical Clinic (SPMC) is a group practice of 10 family physicians, a Lumps and Bumps Clinic and a busy w... Show more

 • Promoted

MHSU Clinician-Addiction Services

Island HealthVictoria, Capital Regional District, CA
Full-time

In accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority, patient safety is a priority and a responsibility shared by everyone at VIHA; a... Show more

 • Promoted

Senior Editor, The CTO Club

Black & White ZebraVictoria, British Columbia, Canada
Full-time

About the Role We are looking for a Senior Editor to help build The CTO Club into a trusted, community‑powered media brand for engineering, AI, and technology leaders.This role is responsible for g... Show more

 • Promoted

Family Physician in Victoria — Flexible FT/PT Roles

Island HealthVictoria, Capital Regional District, CA
Full-time +1

A leading healthcare provider in Victoria, BC is seeking a family physician for their busy clinic.This is an opportunity to work alongside a group of dedicated physicians in a fully computerized an... Show more

 • Promoted

Senior Insurance Advisor

Westland Insurance GroupVictoria, Capital Regional District, CA
Full-time

Victoria (Uptown), BC, 3680 Uptown Boulevard #106, Victoria, British Columbia, Canada.Posted Monday, July 20, 2026 at 7:00 AM.Are you searching for new possibilities?.Westland Insurance Group is gr... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausCentral Saanich, BC, 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

Family Physician: Indigenous Health & OAT Care

Island HealthCentral Saanich, Capital Regional District, CA
Full-time

A regional health authority in Central Saanich is seeking a Family Practitioner to work with Indigenous communities.The role includes providing comprehensive health care in collaboration with a mul... Show more

 • Promoted

Associate / Senior Associate Mechanical

IntrobaVictoria, Capital Regional District, CA
Full-time +1

Associate / Senior Associate Mechanical.Be among the first 25 applicants.Driven to unlock the potential in every system.Across five countries are 1,100 engineers, designers, and consultants collabo... Show more

 • Promoted

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

Earn HausSidney, BC, 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

Wealth Associate

National Bank of CanadaVictoria, Capital Regional District, CA
Full-time

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more

 • Promoted

Sales Associate-Print&Services

Staples CanadaVictoria, Capital Regional District, CA
Full-time

Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.Contribute to the success of the print and customer service areas of the ... Show more

 • Promoted

On-Duty Real Estate Sales Associate

ReMax CamosunVictoria, Capital Regional District, CA
Full-time

User registration is disabled in this demo.Please enter your username or email address.You will receive a link to create a new password via email.Each office independently owned & operated.License:... Show more

 • Promoted

Loans Interviewer & Member Service Specialist

ComsavingsVictoria, Capital Regional District, CA
Full-time

A leading credit union in British Columbia is seeking a Loans Interviewer / Member Service Representative to provide comprehensive lending services, promote financial products, and assist members w... Show more