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Job Description & How to Apply Below
Drive financial planning excellence as an Associate in MNP's Family Office Services team. Support high net worth families with tailored wealth strategies and financial analyses.
As part of a leading Canadian accounting firm, your impact will aid business owners and professionals in understanding their wealth evolution. In this role, you will develop detailed financial plans, generate insightful reports, and enhance collaborative efforts with different service lines for effective communication.
Key Responsibilities:
• Develop financial plans and analyses for HNW clients
• Prepare presentations and reports in collaboration with Analysts
• Work with professionals to communicate essential information
• Drive process improvement initiatives for better service
• Ensure timely updates to templates and deliverables
Requirements:
• Certified Financial Planner (CFP®) credential required
• 3-5+ years in financial planning for business owners
• Experience with financial planning software
• Strong analytical and quantitative skills
• Proficient in Microsoft Office Suite
Leverage your skills in a dynamic environment and support MNP's commitment to excellence in financial management.
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Position Requirements
10+ Years
work experience
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