Senior Associate, Family Office Services

Mnp Llp; Calgary; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Generous base pay

Vacation time

Group pension plan with 4% matching

Flexible benefits

Mental health resources

Professional development assistance

Social events

Job summary

Mnp Llp is seeking a Senior Associate for their Family Office Services team in Calgary, Alberta. This role involves devising financial planning strategies for high net worth clients, requiring 5-10+ years of relevant experience. Candidates must be proficient in financial planning software and have a strong analytical background. The position offers a competitive rewards package, including generous pay, vacation, and professional development opportunities, fostering a diverse and inclusive culture.

Qualifications

• 5-10+ years of experience providing financial planning to clients.
• Experience meeting clients and delivering financial advice.
• Knowledge of financial products like life insurance.

Responsibilities

• Prepare and present financial plans for high net worth clients.
• Communicate relevant information with professionals across services.
• Support process improvement initiatives and keep deliverables updated.

Skills

Financial planning experience

Proficient in Microsoft Excel

Strong communication skills

Analytical skills

Attention to detail

Tools

Naviplan

WealthPath

Conquest

Job description

Senior Associate, Family Office Services

Make an impact with our Family Office Services team as a Senior 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 a Senior Associate, you’ll be devising, building out, and presenting financial planning strategies and analysis 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 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

Skills and Experience

• 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
• Strong proficiency in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.
• Strong written and verbal communication skills
• Strong quantitative and analytical skills
• Meticulous 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!