Elevate your career with MNP as a Senior Associate in Family Office Services, specializing in financial planning for ultra-high net worth clients. Craft impactful strategies that drive results.
As a Senior Associate, you will prepare and present financial plans tailored to the needs of high net worth families and business owners. Collaborate with a dedicated team to gather insights and enhance communication across various service lines. Your role is crucial in improving processes and maintaining quality deliverables aligned with client objectives.
Key Responsibilities:
• Develop financial plans and strategies for HNW clients
• Work with diverse professionals to ensure effective reporting
• Support ongoing process improvements for financial analyses
Requirements:
• Certified Financial Planner (CFP®) credential
• 5-10+ years of financial planning experience
• Familiarity with financial software like Naviplan
• Robust proficiency in Excel, PowerPoint, Word
• Exceptional attention to detail and time management
Shape the future of wealth management at MNP through your expertise.
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📌 Financial Planning Senior Associate Role (Alberta)
🏢 MNP
📍 Alberta
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