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

Associate, Family Office Services

MNP • Mississauga, ON, Canadá
30+ days ago
Job type
  • Full-time
Job description

Job Details

Description

Make an impact with our Family Office Services team as an 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 an Associate, 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 other related analyses for High net worth (HNW) clients, along with corresponding reports and presentations with support of Analysts
  • 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
  • 3-5+ 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
  • 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

Associate, Family Office Services • Mississauga, ON, Canadá

Similar jobs

Client-Focused Financial Planning Associate

The Vantage Talent GroupOakville, Ontario, Canada
Full-time

Work with a reputable wealth management firm in Oakville as a Financial Planning Associate, specializing in high-net-worth client service.This role is designed for someone detail-oriented and eager... Show more

 • Promoted

Client Services Associate

Watson InvestmentsOakville
Full-time

Watson Investments is a family-owned wealth management firm based in downtown Oakville.Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wea... Show more

 • Promoted

Associate, Investments

Adi Development GroupBurlington, Halton Region, CA
Full-time

ADI Development Group is a vertically integrated Canadian real estate developer and investment manager based in the Greater Toronto Area.With an established track record across Canadian markets, AD... Show more

 • Promoted

Wealth Associate

National Bank of CanadaOakville, ON, CA
Full-time

A career as a Wealth Associate at National Bank is a role 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

Senior Associate, Fund Accounting

SS&C TechnologiesMississauga, Peel region, Canada
Full-time +1

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se... Show more

 • Promoted

Client Services Associate – Wealth Management - $19 - $20 An Hour

Dominion SecuritiesMississauga, Canada
Full-time

Provides transaction support for wealth management accounts, handling inquiries and approvals via phone and electronic submissions.Requires 1+ year of industry experience and strong analytical and ... Show more

 • Promoted

Join as a Bilingual Healthcare Associate for Patient Support Initiatives

AmerisourceBergenOakville, ON, CA
Full-time

Become a Bilingual Healthcare Associate and provide pivotal support in patient management and compliance programs.Your role will focus on telephone assistance and managing casework effectively.This... Show more

 • Promoted

Associate Family Lawyer - C$100,000 - C$200,000 A Year

Nachla Law OfficeOakville, Canada
Full-time

Boutique law firm in Oakville, Ontario, seeks a dedicated Family Law lawyer with 3+ years of experience to join their close-knit team.The role involves court documentation, client communication, an... Show more

 • Promoted

Remote Client Services Associate Position

MediumVaughan
Remote
Full-time

Elevate your career with Global Elite Empire Consultants as a Client Services Associate.This remote position offers a flexible work schedule while ensuring you deliver exceptional customer service.... Show more

 • Promoted

Associate, Client Relations - C$60,000 - C$70,000 A Year

RpiaMississauga, Canada
Full-time

Seeking an Associate, Client Relations to provide high-quality service and support to Investment Advisors, manage inquiries, facilitate transactions, and maintain data integrity for RPIA. Show more

 • Promoted

Associate Financial Advisor

Royal City RecruitmentKing, ON, CA
Full-time

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.This role may have an opportunity t... Show more

 • Promoted

Family Law Associate

Source CodeBrampton
Full-time

Our Clientis a reputable and client-focused law firm specializing in family law.We are dedicated to providing compassionate and effective legal services to families during challenging times.Our fir... Show more

 • Promoted

Impactful Associate Regional Director Role

BBYO -Vaughan
Full-time

Be a catalyst for change in Jewish teen life as an Associate Regional Director at BBYO, focusing on the Lake Ontario Region.This role combines mentorship, leadership training, and program facilitat... Show more

 • Promoted

Relationship Associate

OPENLANEBrampton, Peel Region, CA
Full-time

Get AI-powered advice on this job and more exclusive features.At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community.For more than 35 years, we’ve been committed... Show more

 • Promoted

Remote Client Support Associate with Flexible Scheduling Opportunities

American Income LifeMississauga, Peel region, Canada
Remote
Full-time

Discover a meaningful career as a Remote Client Support Associate.Engage with pre-qualified members and educate them on family benefit options while enjoying flexibility and remote work.This entry-... Show more

 • Promoted

Family Worker

Canadian Mental Health Association Peel DufferinBrampton, Peel region, Canada
Full-time +1

Joining the Canadian Mental Health Association – Peel Dufferin Branch means you’ll be part of something meaningful.For starters, we’re honored to have received the.Canadian Non-Profit Employer of C... Show more

 • Promoted

Family Law Clerk

Veridian LawMississauga, Peel Region, CA
Full-time

Founder & Principal Lawyer at Veridian Law | Dedicated to Compassionate Family Law Solutions.Family Law Clerk (Remote → Hybrid) — Veridian Law (Ontario).Type: Full-time, Monday–Friday.Compensation:... Show more

 • Promoted

Client Service Associate

NFP, an Aon companyVaughan
Full-time

NFP’s Individual Solutions Division offers life insurance, living benefits, long‑term care, and individual health and dental coverage.We need a dedicated Client Service Associate to manage the ongo... Show more

 • Promoted

Associate

Richardson WealthBurlington, Halton Region, Canada
Full-time

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.With offices across the country, we are home to som... Show more

 • Promoted

Insurance Support Associate

CAA Club GroupVaughan, York Region, CA
Full-time

For over 50 years, our Property and Casualty insurance Company, CAA Insurance, has provided dependable and trustworthy service to protect Canadians and what matters to them.CAA Insurance Company of... Show more