Senior Analyst, Family Office Services
About The Position
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.
Requirements
- 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
- 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
Nice To Haves
- Experience with financial planning software (e.g. Naviplan, WealthPath, Planworth or equivalent) is preferred
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
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
