Senior Analyst, Family Office Services
Job in
Vancouver, BC, Canada
Listing for:
MNP
Full Time
position
Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
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.
Responsibilities
Preparation of financial plans and strategies for High Net Worth (HNW) clientsWorking with professionals across service lines to coordinate on projects; communicate information and deliver reports as requiredAssisting in process improvement exercises and maintaining current versions of deliverables, templates, and filing systemsSkills and Experience
Enrolled in or completed CFP curriculum, with keen interest in a career in high-net-worth wealth planning & advisory2-4 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 colleagueMeeting with clients to deliver financial planning adviceSale of financial products and services such as life insurance or mutual fundsAccounting-related work experienceStrong proficiency in Microsoft Excel, Microsoft PowerPoint, Microsoft WordExperience with financial planning software (e.g. Naviplan, Wealth Path, Planworth or equivalent) is preferredStrong written and verbal communication skillsAttention to details and a willingness to work independentlyStrong time management skills and able to work across multiple projects concurrently
Position Requirements
10+ Years
work experience
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