Senior Associate — Family Office Wealth Planning

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

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.