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
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