Associate​/Senior Associate - Family Office

Location: Langdon

About the Company
Our client is in the professional services industry. They are looking for a Senior Associate who will be responsible for devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.
This company provides 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.
Why Work Here
Opportunity to join a rapidly expanding practice within a leading Canadian professional services firm
Entrepreneurial and collaborative culture with accessible leadership, including senior partners and executive leadership
Broad, hands-on exposure across financial modelling, tax, estate planning, insurance, remuneration, debt, and wealth strategy
Technical, fee-for-service environment without sales targets, commissions, or pressure to sell investment products
Less siloed than a traditional large-firm environment, giving employees exposure to the full financial planning process
Clear opportunity to develop into a trusted, client-facing financial planning specialist
Potential long-term partner track as the practice continues to grow
MNP has grown from approximately 7,000 to more than 10,000 employees over the past four and a half years
Strong environment for candidates genuinely invested in technical development and career growth
About the Opportunity
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

About You
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, 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

Salary Range
$135,000 - $165,000/year

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.
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This position for employment is for a current vacancy with Vaco/Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer:
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