Senior Associate, Family Office - UHNW Wealth Planning

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

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.