Drive financial excellence at MNP as a Senior Associate in Family Office Services, presenting strategies to high-net-worth clients. Your analytical skills will shape impactful financial futures.

As a Senior Associate, you will engage in the preparation and presentation of financial plans designed specifically for high-net-worth individuals and business owners. Collaborate across various service lines to communicate key insights and contribute to process improvements. This role emphasizes maintaining updated templates and enhancing deliverable quality.

Key Responsibilities:
• Prepare and present strategic financial plans for clients
• Collaborate with service line professionals for effective report communication




• Support ongoing improvement initiatives and template management

Requirements:
• 5-10+ years of financial planning experience with CFP® designation
• Proficient in relevant financial planning software (e.g., Conquest)
• Robust written and verbal communication skills
• Advanced proficiency in Microsoft Office tools
• Excellent quantitative, analytical, and organizational skills

Use your expertise to advance MNP's commitment to high-quality financial planning for elite clientele.
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📌 MNP Senior Associate, Family Office Services (Saskatchewan)
🏢 MNP
📍 Saskatchewan