Associate, Family Office Services

Mnp Llp; Vancouver; Hybrid; CAD 105,000 - 135,000; Full time

Benefits offered by this job

Bonus programs

Flexible benefits

Group pension with 4% matching

Professional development assistance

MNP University

Dress For Your Day environment

Social events

Job summary

MNP is seeking an Associate for Family Office Services to support financial planning and analysis for high net worth families and business owners. You’ll prepare plans, create client reports, and present findings with Analysts where needed.

Work with colleagues across service lines to deliver accurate reports, drive process improvements, and maintain up-to-date templates and processes. The team emphasizes professional development and a competitive rewards program.

Qualifications

• 3–5+ years of experience providing financial planning to business owner clients.
• Proficient with Excel, PowerPoint and Word for client deliverables.
• Excellent written and verbal communication skills.
• Strong quantitative and analytical abilities.
• Detail oriented and able to work independently.
• Strong time management and multi-project capabilities.

Responsibilities

• Prepare financial plans and analyses for high-net-worth clients with associated reports.
• Deliver presentations to clients with support from Analysts where needed.
• Collaborate with professionals across service lines to assemble reports.
• Support process improvements and keep templates and processes up to date.

Skills

Financial planning

Written communication

Verbal communication

Quantitative skills

Analytical skills

Attention to detail

Time management

Independent work

Tools

Excel

PowerPoint

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

• 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

• 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!

The annual salary range for this position is: CA$105,000 - $135,000. Compensation is determined based on individual skills and relevant experience.

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!