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

Senior Analyst, Family Office Services

MNP • Burlington, 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 • Burlington, ON, Canadá

Similar jobs

Senior Analyst, Family Office Services

MNPBurlington, Ontario, Canada
Full-time

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 cli... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausWest Lincoln, ON, CA
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 Analyst

ALOIS SolutionsMississauga, Peel Region, CA
Full-time +1

Direct message the job poster from ALOIS Solutions.Analytics Enthusiast # Hiring for Full Time & Contract roles all across USA & Canada.The Analyst will bridge the gap between business stakeholders... Show more

 • Promoted

Software Business Analyst - Alpha Bravo Development

Alpha Bravo Developmentoakville, 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

Senior Financial Analyst

PurolatorMississauga, Peel Region, CA
Full-time

As Canada’s leading integrated freight, package, and logistics provider, we’ve been helping promises get where they need to be for more than 60 years.How does the magic happen? The journey starts w... Show more

 • Promoted

Senior Business Analyst for Interoperability in Health Services

PathlionMississauga, Peel Region, CA
Full-time

Become a pivotal force in enhancing health services as a Senior IT Technical Business Analyst.Leverage your skills in business needs analysis and technical support to optimize integrated systems.Th... Show more

 • Promoted

Senior Analyst Epic Ambulatory & Inpatient

AccentureMississauga, Peel Region, CA
Full-time

Advance your career as a Senior Analyst for Epic Ambulatory and Inpatient roles at Accenture’s Advanced Technology Centers in Montreal or Mississauga.Work on developing innovative IT solutions in h... Show more

 • Promoted

Senior Financial Analyst

Cérélia North AmericaMississauga, Peel Region, CA
Full-time

Cérélia is a leading food manufacturing company with small-town roots.We are dough and batter experts and proudly serve rolled dough, cookies, pancake and waffle products across Europe, Asia, and N... Show more

 • Promoted

Senior Financial Analyst, FP&A

The Mason Group - Strategic Search PartnersMississauga, Peel Region, CA
Full-time

Provided by The Mason Group - Strategic Search Partners.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Our client is a large, publicly traded g... Show more

 • Promoted

Senior Analyst in Operational Technology Support

Chartwell Retirement ResidencesMississauga, Peel Region, CA
Full-time

Join Chartwell as a Senior Analyst, focusing on optimizing operational technology systems for enhanced resident care.Your technical expertise will be vital in facilitating effective IT services.Thi... Show more

 • Promoted

Senior Lead Analyst, Corporate FP&A

Liberty UtilitiesOakville, ON, CA
Full-time

Advance your career as a Senior Lead Analyst in Corporate FP&A at Algonquin Power & Utilities Corp.This hybrid role focuses on comprehensive enterprise financial insights and strategic reporting.Re... Show more

 • Promoted

Senior Financial Analyst

Clarity RecruitmentBrampton, Peel Region, CA
Full-time

Industry: Manufacturing / Metals.Lead the development and enhancement of product costing models to accurately measure margin by product.Build and refine customer profitability analyses to support p... Show more

 • Promoted

Senior Financial Analyst for IT Insights

Canadian Tire CorporationOakville, ON, CA
Full-time

Join as a Senior Financial Analyst, focusing on financial management and reporting within IT.Spearhead invoice governance and leverage data insights for decision-making.In this pivotal role, you wi... Show more

 • Promoted

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

Earn HausWest Lincoln, 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 Statistical Analyst II - Tigermed

Tigermedoakville, 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

Senior Financial Analyst

Accounting AdvantageMississauga, Peel Region, CA
Temporary

We’re partnering with a well-established, publicly traded organization in the.Join a collaborative, fast-paced finance team during a critical period of transformation.This role will play a key part... Show more

 • Promoted

Senior Financial Analyst

TJX CanadaMississauga, Peel Region, CA
Full-time

At TJX Canada, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your de... Show more

 • Promoted

Senior Operational Financial Analyst

Menasha CorporationBrampton, Peel Region, CA
Full-time

Menasha Corporation Employees, please log-in to your Workday account to apply for positions.Menasha Corporation is all about possibilities.Our two businesses, Menasha Packaging and ORBIS Corporatio... Show more

 • Promoted

Operational Excellence Senior Analyst

MedtronicBrampton, Peel Region, CA
Full-time

At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access and equity for all.You’ll lead with purpose, breaking down barriers to innovati... Show more

 • Promoted

Senior Financial Analyst

Randstad CanadaBrampton, Peel Region, CA
Full-time

Are you a designated CPA with a foundation in public accounting looking to transition into a stable, industry-leading manufacturing environment? Do you thrive in "all-rounder" roles where you can m... Show more