Senior Associate, Family Office Services

MNP; Saskatoon; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Bonuses

Group pension plan with 4% matching

Flexible benefits

Professional development assistance

Job summary

MNP is seeking a Senior Associate for Family Office Services in Canada. You will craft, build, and present financial planning strategies for high net worth families and business owners, collaborating with Analysts and Associates to deliver tailored wealth insights.

Ideal candidates bring CFP credentials and 5–10+ years of planning experience, with strong Excel/PowerPoint/Word skills and a proven ability to work on multiple projects with precision and independence.

Qualifications

• CFP credential required.
• 5–10+ years of financial planning experience for business owner clients.
• Proficient with financial planning software (Naviplan/WealthPath/Conquest).
• Experience delivering client meetings and financial planning advice.
• Knowledge of life insurance, mutual funds, and related products.

Responsibilities

• Prepare and present financial plans and strategies for HNW clients with support from Analysts and Associates.
• Collaborate with cross-disciplinary teams to deliver reports and insights.
• Support process improvements and maintain templates and workflows.

Skills

Client meetings

Analytical skills

Communication

Time management

Attention to detail

Multi-project 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.

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 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!

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!