Senior Associate, Family Office Services

MNP; Ottawa; On-site; CAD 135,000 - 165,000; Full time

Benefits offered by this job

Generous base pay

4 paid personal days

Group pension plan with 4% matching

Flexible benefits

Professional development assistance

Job summary

A leading Canadian advisory firm is seeking a Senior Associate for their Family Office Services in Ottawa. This role involves preparing financial strategies for high net worth clients, liaising with professionals, and promoting process improvements. Candidates should hold a CFP® credential and have 5–10 years of experience in financial planning. The role offers a competitive salary between CA$135,000 and CA$165,000 along with comprehensive perks to support work-life balance.

Qualifications

• 5‑10+ years of experience in a financial planning role.
• Knowledge of financial products like life insurance or mutual funds.
• Meticulous attention to detail and strong time management skills.

Responsibilities

• Preparation and presentation of financial plans and strategies for High net worth clients.
• Working with professionals across service lines for report delivery.
• Supporting process improvement initiatives and updating deliverables.

Skills

CFP® (Certified Financial Planner)

Financial planning software

Strong proficiency in Microsoft Excel

Strong written and verbal communication skills

Quantitative and analytical skills

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. This opportunity is available in Toronto, Vancouver, Calgary, or Ottawa.

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 in a financial planning‑focused 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
  • 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 ability 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! The annual salary range for this position is: CA$135,000 – CA$165,000. Compensation is determined based on individual skills and relevant experience.

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!