Associate,Family Office Services Job Calgary area,Alberta Canada,Finance & Banking

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, Wealth Path, 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

Associate, Family Office Services