Make an impact with our Family Office Services team as a Senior 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 a Senior Associate, you’ll be devising, building out, and presenting financial planning strategies and analysis for high net worth and ultra-high net worth families, business owners, and professionals.
Responsibilities
- Preparation and presentation of financial plans and strategies for High net worth (HNW) clients with support from Analysts and Associates.
- 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.
Skills and Experience
- Holds CFP® (Certified Financial Planner) credential.
- 5-10+ years of experience providing financial planning to business owner clients in a role that involves one or more of the following:
- 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.
- Meticulous attention to detail and a willingness to work independently.
- Strong time management skills and ability to work across multiple projects simultaneously.
With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with 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 versatile ‘Dress For Your Day’ environment, firm sponsored social events and more!
We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!
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📌 Senior Associate, Family Office Services (Saskatoon)
🏢 MNP
📍 Saskatoon