Senior Associate, Family Office Services

MNP; Edmonton; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Generous base pay

Vacation time

4 paid personal days

Group pension plan with 4% matching

Bonus programs

Flexible benefits

Mental health resources

Professional development assistance

MNP University

Dress For Your Day environment

Firm sponsored social events

Job summary

MNP is seeking a Senior Associate for its Family Office Services team to craft and present financial planning strategies for high net worth clients, business owners, and professionals.

You will collaborate across service lines to refine reports and deliverables, leveraging planning tools and strong Excel/PowerPoint capabilities to support client decisions.

Qualifications

• Holds CFP® credential.
• 5–10+ years of experience providing financial planning to business owner clients.
• Experience delivering financial planning advice to clients.
• Knowledge of financial products and services such as life insurance or mutual funds.
• Accounting-related work experience.

Responsibilities

• Preparation and presentation of financial plans and strategies for High net worth 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

Financial planning

Communication

Analytical skills

Time management

Education

CFP credential

Tools

Naviplan

WealthPath

Conquest

Excel

PowerPoint

Word

Job description

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 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

• generous base pay
• vacation time
• 4 paid personal days
• 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!

Future/Current Opportunity:

Current