Senior Associate, Family Office Services
Job in
Calgary, Alberta, T3S, Canada
Listing for:
MNP
Full Time
position
Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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 AssociatesWorking with professionals across service lines to communicate relevant information and deliver reports as requiredSupporting process improvement initiatives and ensuring deliverables, templates, and processes are kept up to dateSkills and Experience
Holds CFP® (Certified Financial Planner) credential5-10+ 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, 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 experienceStrong proficiency in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.Strong written and verbal communication skillsStrong quantitative and analytical skillsMeticulous attention to detail and a willingness to work independentlyStrong time management skills and able to work across multiple projects simultaneously
Position Requirements
10+ Years
work experience
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