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Senior Analyst, Corporate Support (Shubenacadie)MNP • Shubenacadie, NS, CA
Senior Analyst, Corporate Support (Shubenacadie)

Senior Analyst, Corporate Support (Shubenacadie)

MNP • Shubenacadie, NS, CA
3 days ago
Job type
  • Full-time
Job description

Overview

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.

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 involving: creating and presenting financial plans using planning software; meeting with clients to deliver financial planning advice; selling financial products and services such as life insurance or mutual funds; accounting‑related work.
  • Strong proficiency in Microsoft Excel, PowerPoint, and Word.
  • Experience with financial planning software such as Naviplan, WealthPath, Planworth or equivalent is preferred.
  • Strong written and verbal communication skills.
  • Attention to detail and willingness to work independently.
  • Strong time‑management skills and ability to work across multiple projects concurrently.

Benefits

  • Generous base pay.
  • Vacation time, 4 paid personal days.
  • Group pension plan with 4% matching.
  • Voluntary savings products, bonus programs, flexible benefits.
  • Mental health resources.
  • Exclusive access to perks and discounts.
  • Professional development assistance and MNP University.
  • Versatile “Dress For Your Day” environment.
  • Firm‑sponsored social events.

Diversity and Inclusion

We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply.

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Senior Analyst, Corporate Support (Shubenacadie) • Shubenacadie, NS, CA

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