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

Senior Associate, 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 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 • Waterloo, ON, Canadá

Similar jobs

Full-Time Focus Group Participant - Remote

ApexFocusGroupWaterloo, ON, 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 call center representative agent experience needed.Call ... Show more

 • Promoted

Regulatory Publishing Officer - ProductLife Group

ProductLife Groupwaterloo, on, ca
Full-time

The Publishing Officer will support regulatory submission publishing activities for global markets as part of the Publishing project.The role focuses on the preparation, compilation, and publishing... Show more

 • Promoted

Senior Privacy & Commercial Counsel

Ρrοѕреοwaterloo, on, ca
Full-time +1

Senior Privacy & Commercial Counsel.Prospeo is a B2B SaaS sales intelligence platform used by over 2,000 companies worldwide.We help sales teams find verified contact data with 97%+ accuracy throug... 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

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

Earn HausWoolwich, 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

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

Remote Data Entry Clerk – Flexible Hours & Growth

LetterboxesElmira, ON, CA
Remote
Part-time

A growing company is seeking a Data Entry Clerk to work from home.This role offers flexibility with part-time shifts available, making it a great opportunity for those looking to balance work-life ... Show more

 • Promoted

Customer Success Associate (Launcher) - C$55,000 - C$72,500 A Year - Remote

CaribouWaterloo, Canada
Remote
Full-time

The Customer Success Associate will onboard and support home-care agencies, coordinate onboarding tasks, and train customers. Show more

 • Promoted

Motel Manager – Woodstock Inn And Suites

First Nations Jobs OnlineWoodstock, Oxford County, CA
Full-time +1

Motel Manager – Woodstock Inn And Suites.Location: 15 Graham Street, Woodstock, ON, N4S 6J5.Terms of employment: Permanent employment, Full time.College, CEGEP or other non-university certificate o... Show more

 • Promoted

Remote Private Equity Associate ($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

Lead Small Animal DVM - Flexible Schedule & Great Benefits

P3 Veterinary PartnersWoodstock, Oxford County, CA
Full-time

A prominent veterinary clinic in Woodstock, Canada, is looking for a dedicated Veterinarian (DVM) to join their compassionate team.In this role, you will ensure high-quality care while enjoying a s... Show more

 • Promoted

Community Oral Health Support Role

EntreinstituteWellesley, ON, CA
Full-time

Empower communities as an Oral Health Peer Support Assistant.Deliver outreach, education, and support tailored to oral health needs, emphasizing the Healthy Smiles Ontario initiative.Your responsib... Show more

 • Promoted

Communicative Disorders Assistant

KidsAbility Centre for Child DevelopmentWaterloo, Region of Waterloo, CA
Full-time

OPSEU 258 salary range for Communicative Disorders Assistant is $25.Our mission at KidsAbility is to empower children and youth to realize their full potential.We are a not-for-profit, equal opport... Show more

 • Promoted

Operation Team Member

Standard BearingsCurries, ON, CA
Full-time +1

Do you have previous experience working in a manufacturing, production or construction environment? Do you have a passion for quality? Are you a team player who is ready to roll up your sleeves and... Show more

 • Promoted

Senior Financial Advisor - Client Growth & Mentorship

Thomson Allison Financial SolutionsSt. Jacobs, ON, CA
Full-time

A financial advisory practice in St.Jacobs is seeking a Mid-Senior level professional to enhance client relationships and provide financial planning.The role involves strengthening client ties, off... Show more

 • Promoted

Conseillers juridiques indépendants — Formule à distance et hybride (Canada) - MT>Align, a division

MT>Align, a division of McCarthy Tétrault LLPwaterloo, on, ca
Full-time

Ayez une meilleure maîtrise de vos heures de travail.Soyez travailleur autonome, mais travaillez avec nous!.Réseau, une division de McCarthy Tétrault S.Réseau, les candidats sélectionnés se joignen... Show more

 • Promoted

Residential Real Estate Broker - Grow Your Local Market

Coldwell Banker Venture RealtyElmira, ON, CA
Full-time

An established industry player is seeking motivated individuals for various real estate positions in the Kitchener area.This role offers a unique opportunity for both newcomers and experienced agen... 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

Client Care Associate – Group Retirement Services

PIB | Navacord (Programmed Insurance Brokers Inc.)Elmira, Canada
Full-time

ABOUT THE COMPANY: Programmed Insurance Brokers Inc.PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980.As a nationally licensedagency with acc... Show more

 • Promoted

Woodstock FHO Opportunities

Southern Ontario Physician Recruitment AllianceWoodstock, Oxford County, Canada
Full-time

Woodstock, Canada | Posted on 12/11/2025.Patient Model Family Health Organization (FHO).Physician Specialty Family Practice.Region of Ontario Southern Ontario (SOPRA).The City of Woodstock is a rap... Show more