Talent.com
MNP
Associate, Family Office ServicesMNP • Edmonton, AB, Canadá
Associate, Family Office Services

Associate, Family Office Services

MNP • Edmonton, AB, 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 • Edmonton, AB, Canadá

Similar jobs

HR Support Associate for Client Services

AerotekEdmonton, Division No. 11, CA
Full-time

Become a pivotal Customer Support Associate, delivering exceptional HR, accounting, and administrative services to our clients.Your efforts will play a key role in supporting various teams effectiv... Show more

 • Promoted

Remote Client Support Associate with Flexible Scheduling Opportunities

American Income LifeEdmonton, Division No. 11, CA
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

Remote Corporate Associate: M&A & Reorgs

ZSA Legal RecruitmentEdmonton, Division No. 11, CA
Remote
Full-time

A boutique law firm is seeking a corporate Associate to join its remote team in Ontario.Candidates should have at least 4 years of experience in corporate law, including M&A, corporate finance, and... Show more

 • Promoted

Wealth Associate

National Bank of CanadaEdmonton, Division No. 11, 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

Private Banking Client Service Associate

TDEdmonton, Division No. 11, CA
Full-time

Provide exceptional client service at every customer interaction.Assist in client onboarding and recommending retail solutions.Be alert for opportunities to expand existing client and prospect rela... Show more

 • Promoted

Customer Service Associate: Remote Role Supporting Families

American Income Life Insurance CompanyEdmonton, Division No. 11, CA
Remote
Full-time

Step into a remote role where your customer service skills make a difference in the lives of working families.Join a trusted organization with over 65 years of experience in providing support.As a ... Show more

 • Promoted

Systems Analyst – Children and Family Services

AlbertametisEdmonton, AB, Canada
Full-time +1

Systems Analyst – Children and Family Services<br/><br/>Location: #200-12308 111 Ave, Edmonton, AB<br/><br/>Closing Date: Until Suitable Candidate is Found<br/><br/... Show more

 • Promoted

Sales Associate for Growing Families

Carter's, Inc.Edmonton, Division No. 11, CA
Full-time

Be the welcoming face at Carter’s as a Sales Associate, guiding families through their essential purchases.Help parents find the perfect products while providing excellent service in a busy retail ... Show more

 • Promoted

Lead Client Services

The Salvation Army in CanadaEdmonton, Division No. 11, CA
Full-time

For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda.Building on our roots as a world‑wide Christian church, each year we help more than 2 ... Show more

 • Promoted

Associate

ColliersEdmonton, Division No. 11, CA
Full-time

As one of Canada’s leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.A career at Colliers gives you the oppo... Show more

 • Promoted

Wealth Operations & Client Support Associate

Banque Nationale du CanadaEdmonton, Division No. 11, CA
Full-time

A prominent financial institution in Canada is seeking a Wealth Associate to support investment advisors and enhance customer service.Candidates must have a college diploma, relevant experience, an... Show more

 • Promoted

Customer Service Associate

La Maison Simons Inc.Edmonton, Division No. 11, CA
Full-time

Provide high‑quality customer service to our clientele.Perform various tasks within the assigned department, such as merchandizing products.Provide friendly and personal customer service.Enjoy fash... Show more

 • Promoted

Therapy Intern: Grow in Counseling with Families

The Family Centre of Northern AlbertaEdmonton, Division No. 11, CA
Full-time

A community-focused therapy center in Edmonton offers an internship for Master’s degree students in Counselling or related fields.Interns will provide individual and group therapy, working with div... Show more

 • Promoted

Guest Service Associate Remote Lodge

AramarkEdmonton, Division No. 11, CA
Remote
Full-time

Make a difference as a Guest Service Associate with ARAMARK at a remote lodge near White River, ON.Your role is essential for elevating guest experiences through personalized assistance and support... Show more

 • Promoted

Credit Service Associate Remote Position

JobgetherEdmonton, Division No. 11, CA
Remote
Full-time

Embark on a rewarding career as a Credit Service Associate with a partner company in Canada.This remote role focuses on providing expert credit and lending solutions to clients.As an Associate in t... Show more

 • Promoted

Sales Associate for Growing Families

CarterEdmonton, Division No. 11, CA
Full-time

Join Carter's as a Sales Associate, where you’ll make an impact on the lives of young families.Your role will be pivotal in introducing our baby essentials to customers.As a Sales Associate at Cart... Show more

 • Promoted

Associate Lawyer

Crossroads LawEdmonton, Division No. 11, CA
Full-time

As one of the fastest growing businesses in Western Canada, Crossroads Law is an award-winning law firm with experienced and reputable lawyers.We take pride in developing our lawyers with a strong ... Show more

 • Promoted

Family Law Clerk

Veridian LawEdmonton, Division No. 11, 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

Business Development Associate

RECRUITMENT PARTNERS INC.Edmonton, Division No. 11, CA
Full-time

Our client is seeking a Business Development Associate to support growth within the Multifamily Construction & Commercial segment.This role is responsible for identifying new business opportunities... Show more

 • Promoted

Associate Insurance Advisor

Alberta Medical Association (AMA)Edmonton, Division No. 11, CA
Full-time

The AMA is recruiting for the position of Associate Insurance Advisor.As a member of the ADIUM Insurance Services team, the Associate Insurance Advisor will play a critical role in supporting AMA i... Show more