Associate, Family Office Services

MNP • White Rock, BC

9h

About The Position

Make an impact with our Family Office Services team as an 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 an Associate, 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.

Requirements

• Holds CFP® (Certified Financial Planner) credential
• 3-5+ 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
• Attention to detail and a willingness to work independently
• Strong time management skills and able to work across multiple projects simultaneously

Responsibilities

• Preparation of financial plans and other related analyses for High net worth (HNW) clients, along with corresponding reports and presentations with support of Analysts
• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees