Talent.com
MNP
Senior Associate, Family Office ServicesMNP • Mount Pearl, NL, Canadá
Senior Associate, Family Office Services

Senior Associate, Family Office Services

MNP • Mount Pearl, NL, 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 • Mount Pearl, NL, Canadá

Similar jobs

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

Earn HausGoulds, NL, 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

Retail Sales Associate for Eyewear

LuxotticaSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Explore your passion for fashion as a Sales Associate at Sunglass Hut.Your role will focus on delivering exceptional customer experiences and driving sales in the eyewear industry.At Sunglass Hut, ... Show more

 • Promoted

Addictions Counsellor

Teen ChallengeSan Juan de Terranova, Terranova y Labrador, CA
Full-time +1

Hybrid Full-Time or Part-Time in person.This is a Hybrid Full-Time or Part-Time in person position directly reporting to the Centre Director; pay rate as agreed, based on experience, expertise, and... Show more

 • Promoted

Addictions Counsellor with Faith Integration

Teen ChallengeSan Juan de Terranova, Terranova y Labrador, CA
Full-time +1

Join Teen Challenge as an Addictions Counsellor, focusing on faith and recovery.This hybrid full-time or part-time role allows you to guide clients both in-person and remotely.We are searching for ... Show more

 • Promoted

Mortgage Broker (Newfoundland and Labrador)

PerchSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Competitive Commission Structure | Uncapped Earning Potential.Grow Your Mortgage Business by 50-100%.If you're an elite mortgage broker or a mortgage advisor at a bank/credit union, you know that y... Show more

 • Promoted

Family Physicians / General Practitioners

Knightsbridge Robertson SurretteSan Juan de Terranova, Terranova y Labrador, CA
Permanent

Family Physicians / General Practitioners.Newfoundland and Labrador Health Services is inviting applications for Family Medicine Physicians or General Practitioners to join salaried clinics or supp... Show more

 • Promoted

Sales and Rental Associate

Long & McQuadeSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Help our customers through the selling and renting of musical instruments and gear.Define the individual needs of every customer and match those needs with the right combination of our products and... Show more

 • Promoted

Branch Care Coordinator

Air LiquideSan Juan de Terranova, Terranova y Labrador, CA
Full-time

R10092437 Branch Care Coordinator (Open)Location:St.John's, NL - Pippy Place (360, 530) - Respiratory therapyAt Air Liquide Home Healthcare Canada, we believe in patient-centered care and innovatio... Show more

 • Promoted

Senior Analyst, Family Office Services

MNPMount Pearl, NL, CA
Full-time

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 unders... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialSan Juan de Terranova, Terranova y Labrador, CA
Permanent

Be in charge of your own business and income opportunities.Dedicated leadership support and head office specialists.Great peer‑to‑peer networking, educational and training opportunities.Industry le... Show more

 • Promoted

In-Store Wellness Advocate

Saje Natural WellnessSan Juan de Terranova, Terranova y Labrador, CA
Full-time

A wellness-focused company in Terranova y Labrador is seeking a Team Member to enhance community member service and share product knowledge.You'll be responsible for achieving business results whil... Show more

 • Promoted

Seasonal Retail Sales Associate - Avalon Mall

Old NavySan Juan de Terranova, Terranova y Labrador, CA
Full-time

Forget what you know about old‑school industry rules.When you work at Old Navy, you’re choosing a different path.From day one, we’ve been on a mission to democratize fashion and make shopping fun a... Show more

 • Promoted

Manager Of Information Services

Newfoundland and Labrador Health ServicesMount Pearl, NL, CA
Full-time +1

Provincial Access Officer (ATIPP Coordinator) - Manager of Information Services.Department of Privacy and Access to Information.HL21 (CAD 74,093 - CAD 96,321 annually).The Provincial Access Officer... Show more

 • Promoted

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

Earn HausGoulds, NL, 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

Volunteer Coordinator (Remote, Canada)

The Heather Cutler FoundationMount Pearl, NL, CA
Remote
Full-time

The Heather Cutler Foundation is a federally incorporated non-profit organization based in Mount Pearl, Newfoundland and Labrador.Founded by Heather’s family after experiences navigating pancreatic... Show more

 • Promoted

Membership Sales Associate at Orangetheory Fitness

Velocity StaffingSan Juan de Terranova, Terranova y Labrador, CA
Full-time +1

Become a Membership Sales Associate with Orangetheory Fitness in St.This engaging role focuses on communication, rapport building, and converting leads into memberships while supporting our fitness... Show more

 • Promoted • New!

Membership Sales Associate

Velocity StaffingSan Juan de Terranova, Terranova y Labrador, CA
Full-time +1

Weekday Days and Evenings, Weekend Mornings.By joining our Orange team, you will enjoy:.Industry-leading compensation plans and benefits.Career development opportunities.Complimentary OTF sweat ses... Show more

 • Promoted

Manager of Group Insurance

Government of Newfoundland and LabradorSan Juan de Terranova, Terranova y Labrador, CA
Full-time

Government of Newfoundland and Labrador.Reporting to the Director of Benefits Administration, the Manager of Group Insurance is responsible for administering benefits for core government employees ... Show more

 • Promoted

Penningtons Fashion Associate - Part Time

Reitmans (Canada) Ltée/LtdSan Juan de Terranova, Terranova y Labrador, CA
Part-time +1

Exciting part-time opportunity for a Fashion Associate at Penningtons in Avalon Mall! Support a diverse shopping experience that champions body acceptance and style.In this role, you will play a cr... Show more

 • Promoted

Social Worker — Flexible Hours in Collaborative Clinic

FonemedSan Juan de Terranova, Terranova y Labrador, CA
Full-time

John’s, NL, is seeking Interdisciplinary Healthcare Professionals to join their collaborative team.This role offers flexible hours and a modern office space, allowing professionals to focus on pati... Show more