Join MNP's Family Office Services team as a Senior Associate focusing on financial planning for high net worth clients. Leverage your expertise to craft and present tailored strategies effectively.
In this pivotal role, you’ll be collaborating with multi-disciplinary professionals to devise and present financial plans for high net worth individuals, business owners, and professionals. Your experience will directly contribute to the evolution of clients’ wealth by implementing strategic initiatives and staying updated with best practices. Expect to work closely with Analysts, ensuring thorough communication and reporting across service lines.
Key Responsibilities:
• Prepare and present financial strategies for HNW clients
• Collaborate with professionals to compile and share reports
• Drive process improvement for deliverables and templates
Requirements:
• CFP® credential is required
• 5-10+ years in financial planning for business owners
• Proficient with financial planning software
• Robust communication and analytical skills
• Excellent time management abilities
Bring your financial expertise to MNP and make a meaningful impact on clients’ wealth.
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📌 Senior Associate for Family Wealth Planning (Edmonton)
🏢 MNP
📍 Edmonton