Conseiller.ère.s aux services à la clientèle et à la réservation

Alpe Conception; Outaouais; On-site; CAD 103,000 - 145,000; Full time

Job summary

MNP's Family Office Services team is a multi-disciplinary group that helps clients 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.

This national Canadian firm emphasizes entrepreneurial spirit and delivering strategic business advice.

Qualifications

• 3–5+ years of experience providing financial planning to business owner clients.
• Experience with financial planning software (Naviplan, WealthPath, Conquest or equivalent).
• Strong proficiency in Excel, PowerPoint, and Word.
• Strong written and verbal communication, quantitative and analytical skills.

Responsibilities

• Prepare financial plans and related analyses for High net worth (HNW) clients, along with corresponding reports and presentations with support of Analysts.
• Work with professionals across service lines to communicate relevant information and deliver reports as required.
• Support process improvement initiatives and ensure templates and processes are kept up to date.

Skills

Financial planning

Client communication

Excel

PowerPoint

Word

Quantitative analysis

Attention to detail

Time management

Independent work

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.

CA$102,850.00–CA$145,200.00 yearly

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