Senior Analyst, Family Office Services

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.

• 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

• 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, Wealth Path, 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