Senior Analyst, Family Office Services

Job Details Description

Make an impact with our Family Office Services team as a Senior Analyst. 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 Analyst, 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.

• Preparation of financial plans and strategies for High Net Worth (HNW) clients
• Working with professionals across service lines to coordinate on projects; communicate information and deliver reports as required
• Assisting in process improvement exercises and maintaining current versions of deliverables, templates, and filing systems

• Enrolled in or completed CFP curriculum, with keen interest in a career in high-net-worth wealth planning & advisory
• 2-4 years of experience in a personal finance-related role; ideally a role that involves one or more of the below:
• Using financial planning software to create financial plans that were expected to be presented to clients by you or a colleague
• Meeting with clients to deliver financial planning advice
• Sale of financial products and services such as life insurance or mutual funds
• Accounting-related work experience
• Strong proficiency in Microsoft Excel, Microsoft PowerPoint, Microsoft Word
• Experience with financial planning software (e.g. Naviplan, Wealth Path, Planworth or equivalent) is preferred
• Strong written and verbal communication skills
• Attention to details and a willingness to work independently
• Strong time management skills and able to work across multiple projects concurrently