2 meilleures offres (senior financial advisor, halifax, ns) (à pourvoir)

Senior Analyst, Family Office Services
MNP —Dartmouth, NS
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Associate, Family Office Services
MNP —Dartmouth, NS
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

More jobs to discover

Find similar jobs that you might be interested in.

WorkForce Suite, Sr. Implementation Consultant / Consultant(e) principal(e) en implantation WorkForce Suite
ADP —Dartmouth, NS
Vous continuerez à développer vos compétences en matière de conseil, de leadership, de relations avec les clients et votre connaissance de nos produits en…
De 81 500 $ à 130 200 $ par an
Consultant Principal en sercivice de donnée - Senior Consultant Data Services
ADP —Dartmouth, NS
Un(e) consultant(e) principal(e) en services de données est un professionnel en administration axé sur le soutien de l'équipe de mise en œuvre au Canada en…
De 81 500 $ à 130 200 $ par an
il y a 8 jours

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Private Wealth Advisor
SafeBridge Financial Group —North York, ON
We are looking for an experienced, creative thinking, intrapreneurial Financial Advisor who can provide custom tailored insurance and wealth management…
Postuler rapidement
Sr. Financial Advisor CIRO-ID (Urban) [Markham]
CIBC —Markham, ON
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit…
il y a 12 jours

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : senior financial advisor (halifax, ns)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Senior Analyst, Family Office Services

MNP -
Dartmouth, NS

Postuler dès maintenant

Détails du poste

Permanent

Profil recherché

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Classement
CFP
Comptabilité
Compétences en communication
Gestion du temps

Description complète du poste

Make an impact with our Family Office Services team as a Senior Analyst. 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 Analyst, you’ll be supporting various financial planning and analysis processes 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 of financial plans and strategies for High Net Worth (HNW) clients
Working with professionals across service lines to coordinate on projects; communicate information and deliver reports as required
Assisting in process improvement exercises and maintaining current versions of deliverables, templates, and filing systems

Skills and Experience

Enrolled in or completed CFP curriculum, with keen interest in a career in high-net-worth wealth planning & advisory
2-4 years of experience in a personal finance-related role; ideally a role that involves one or more of the below:
- Using financial planning software to create financial plans that were expected to be presented to clients by you or a colleague
- Meeting with clients to deliver financial planning advice
- Sale of financial products and services such as life insurance or mutual funds
- Accounting-related work experience
Strong proficiency in Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Experience with financial planning software (e.g. Naviplan, WealthPath, Planworth or equivalent) is preferred
Strong written and verbal communication skills
Attention to details and a willingness to work independently
Strong time management skills and able to work across multiple projects concurrently

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!

Future/Current Opportunity: Current

#LI-Hybrid

Postuler dès maintenant

Affinez votre recherche

senior financial advisor emplois - halifax, ns

Senior Analyst, Family Office Services

Senior Associate, Family Office Services

More jobs to discover

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : senior financial advisor (halifax, ns)

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact