Associate, Family Office Services

Mnp Llp; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading national accounting firm as an Associate in Family Office Services. You will support financial planning for high net worth clients, develop financial models, and collaborate across service lines. This role offers a unique opportunity to grow in wealth planning and advisory, with a focus on work-life integration and a range of benefits.

Benefits

Generous paid time off

Firm sponsored social events

Bonus program eligibility

Learning opportunities through MNP University

Flexible dress code

Qualifications

• 4+ years of experience in personal finance-related roles.
• Strong proficiency in financial planning software.
• Attention to detail and ability to work independently.

Responsibilities

• Support the development of financial planning models.
• Manage completion of reports and presentations.
• Support process improvement initiatives.

Skills

Financial planning

Communication

Analytical skills

Time management

Education

CFP curriculum progress

Tools

Naviplan

WealthPath

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

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

• Supporting the Family Office Services team’s work on various client engagements, including the development of financial planning models and creation of client-specific financial planning strategies.
• Managing the completion of reports and presentations with the 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

• Enrolled and progressing through CFP curriculum (already holding the designation would be an asset), with a keen interest in a career in high-net-worth wealth planning & advisory.
• 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 (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.
  • Sale 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 details and a willingness to work independently.
• Strong time management skills and able to work across multiple projects simultaneously.

MyRewards@MNP

More than a paycheque, MNP is proud to offer customized rewards for our team members. With a focus on health and wealth, we provide an extensive list of benefits that support our unique culture and foster work-life integration.

Our MyRewards@MNP program offers benefits that allow you to thrive at work and outside of the office. Be rewarded with generous paid time off, firm sponsored social events, bonus program eligibility, exclusive access to perks and discounts, learning opportunities through MNP University, a flexible ‘Dress For Your Day’ environment and more!