Associate/Senior Associate - Family Office

Vaco; Calgary; On-site; CAD 135,000 - 165,000; Full time

Benefits offered by this job

Discretionary bonuses

Medical, dental, and vision benefits

401(k) retirement plan

Job summary

Vaco Recruiter Services is seeking a Senior Associate to devise, build, and present financial planning strategies for high net worth families, business owners, and professionals. You will work with Analysts and Associates and coordinate with other service lines to deliver comprehensive reports.

The candidate should hold a CFP credential with 5–10+ years of planning experience, and be proficient with Naviplan, WealthPath or Conquest.

Qualifications

• Holds CFP credential and provides financial planning to HNW clients.
• Demonstrates strong client-facing communication and presentation skills.
• Experience using financial planning software to build client plans.

Responsibilities

• Prepare and present financial plans for HNW clients with support from Analysts and Associates.
• Collaborate with service-line professionals to deliver reports and insights.
• Support process improvement and maintain templates and processes up to date.

Skills

CFP credential

Client meetings

Financial planning

Communication

Education

CFP® (Certified Financial Planner)

Tools

Naviplan

WealthPath

Conquest

Job description

About the Company

Our client is in the professional services industry. They are looking for a Senior Associate who will be responsible for devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.

This company provides 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.

Why Work Here

• Opportunity to join a rapidly expanding practice within a leading Canadian professional services firm
• Entrepreneurial and collaborative culture with accessible leadership, including senior partners and executive leadership
• Broad, hands-on exposure across financial modelling, tax, estate planning, insurance, remuneration, debt, and wealth strategy
• Technical, fee-for-service environment without sales targets, commissions, or pressure to sell investment products
• Less siloed than a traditional large-firm environment, giving employees exposure to the full financial planning process
• Clear opportunity to develop into a trusted, client-facing financial planning specialist
• Potential long-term partner track as the practice continues to grow
• MNP has grown from approximately 7,000 to more than 10,000 employees over the past four and a half years
• Strong environment for candidates genuinely invested in technical development and career growth

About the Opportunity

• Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates
• 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

About You

• Holds CFP® (Certified Financial Planner) credential
• 5-10+ 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

Salary Range

$135,000 - $165,000/year

This position for employment is for a current vacancy with Vaco/Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

Benefits

• The individual may also be eligible for discretionary bonuses
• can participate in medical, dental, and vision benefits
• as well as the company’s 401(k) retirement plan