Senior Associate, Family Office Services

MNP; Dieppe; On-site; CAD 70,000 - 90,000; Full time

Job summary

MNP is seeking a Senior Associate for their Family Office Services team in Dieppe, Canada. The role focuses on devising and presenting financial planning strategies for high net worth clients. Applicants should hold a CFP® credential and have 5-10 years of relevant experience, including strong skills in financial planning software and MS Office. The team promotes collaboration and process improvement, providing a dynamic work environment.

Qualifications

• Holds CFP® credential.
• 5-10+ years of financial planning experience for business owners.
• Strong proficiency in Microsoft Excel, PowerPoint, and Word.

Responsibilities

• Prepare and present financial plans for high net worth clients.
• Collaborate with professionals to deliver relevant reports.
• Support process improvements and maintain templates.

Skills

Financial planning experience

Client relationship management

Financial planning software

Strong analytical skills

MS Office proficiency

Education

CFP® (Certified Financial Planner)

Tools

Naviplan

WealthPath

Conquest

Job description

Overview

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

• 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 following:
• 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

We encourage people with disabilities to apply.