Job Description
Become a Senior Associate with MNP's Family Office Services, specializing in delivering financial planning to high net worth clients. Utilize your skills in strategy development and wealth analysis in a collaborative environment across Canada’s top accounting firm.
In this position, you will prepare detailed financial plans tailored for families, business owners, and professionals at different wealth stages. Your expertise will contribute to understanding client objectives while enhancing financial strategies through efficient collaboration with service teams. You will ensure timely improvements and accurate deliverables in financial processes.
Key Responsibilities:
• Create and present comprehensive financial strategies for HNW clients
• Collaborate cross-functionally to generate impactful reports
• Ensure that templates and processes remain current and effective
Requirements:
• CFP certification mandatory
• 5-10+ years of relevant financial planning experience...
In this position, you will prepare detailed financial plans tailored for families, business owners, and professionals at different wealth stages. Your expertise will contribute to understanding client objectives while enhancing financial strategies through efficient collaboration with service teams. You will ensure timely improvements and accurate deliverables in financial processes.
Key Responsibilities:
• Create and present comprehensive financial strategies for HNW clients
• Collaborate cross-functionally to generate impactful reports
• Ensure that templates and processes remain current and effective
Requirements:
• CFP certification mandatory
• 5-10+ years of relevant financial planning experience...