Senior Associate, Family Office Services

Position: Senior Associate, Family Office Services Role
Elevate financial strategies as a Senior Associate in MNP’s Family Office Services team. This role focuses on crafting impactful financial plans for high net worth families and business owners in Canada.

As a Senior Associate with MNP, you will leverage your financial planning expertise to devise and present strategies that meet the unique objectives of affluent clients. With a collaborative approach, you’ll partner with analysts and professionals across various service areas to ensure comprehensive solutions.

Your role is essential in driving process improvements and maintaining up-to-date deliverables.

Key Responsibilities:

• Prepare and present financial plans for high net worth clients

• Collaborate with service line professionals to share vital information

• Assist in process improvement initiatives and updates on templates

Requirements:

• CFP credential required

• 5-10+ years in financial planning for business owners

• Proficient in financial planning software

• Strong skills in Excel, PowerPoint, and Word

• Excellent communication, analytical, and time management skills

Utilize your expertise in financial planning to help MNP’s clients achieve their wealth objectives.
#J-18808-Ljbffr