Associate, Family Office Services

MNP; City of Moncton; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Generous base pay

Vacations, 4 paid personal days

Group pension plan with 4% matching

Flexible benefits

Professional development assistance

Firm sponsored social events

Job summary

MNP is seeking an Associate for its Family Office Services team to assist with financial planning and analysis for High Net Worth and Ultra-High Net Worth families. The role involves collaborating with other professionals, preparing financial plans, and supporting process improvements. Candidates should have a CFP® credential and 3-5+ years of experience. MNP offers generous pay, vacation days, and a culture of diversity and inclusion, along with professional development opportunities.

Qualifications

• Experience in preparing financial plans and reports for High Net Worth clients.
• Knowledge of financial products and services such as life insurance or mutual funds.
• Ability to work independently and manage multiple projects simultaneously.

Responsibilities

• Prepare financial plans and analyses for High Net Worth clients.
• Communicate relevant information across service lines and deliver reports.
• Support process improvement initiatives and keep deliverables updated.

Skills

Holds CFP® (Certified Financial Planner) credential

3-5+ years of experience providing financial planning

Strong proficiency in Microsoft Excel

Strong proficiency in Microsoft PowerPoint

Strong written and verbal communication skills

Strong quantitative and analytical skills

Attention to detail

Strong time management skills

Tools

Naviplan

WealthPath

Conquest

Job description

Make an impact with our Family Office Services team as an Associate. 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 an Associate, 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 other related analyses for High net worth (HNW) clients, along with corresponding reports and presentations with support of Analysts
• 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

Skills and Experience

• Holds CFP® (Certified Financial Planner) credential
• 3-5+ 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, WealthPath, 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
• Strong proficiency in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word
• Strong written and verbal communication skills
• Strong quantitative and analytical skills
• Attention to detail and a willingness to work independently
• Strong time management skills and able to work across multiple projects simultaneously

MyRewards@MNP

With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!

Diversity@MNP

We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!