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Senior Associate, Family Office Services

MNP -
Dartmouth, NS

Postuler dès maintenant

Détails du poste

Permanent

Profil recherché

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Esprit d'analyse
CFP
Comptabilité
Compétences en communication
Gestion du temps

Description complète du poste

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.

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 below:
- 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 able 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!

Future/Current Opportunity: Current

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senior financial advisor emplois - halifax ns

Senior Associate, Family Office Services

Senior Financial Advisor - Upper Tantallon, Hubley Centre, NS

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