Step into a transformative role at MNP as a Senior Associate, focusing on developing financial strategies for high net worth clients. Make a significant impact by implementing effective solutions.
This role emphasizes preparing detailed financial plans for high net worth families and business professionals. You will support a collaborative environment, working alongside a multi-disciplinary team dedicated to shaping clients' financial futures. Your contributions will enhance process efficiency and aid in delivering top-notch service.
Key Responsibilities:
• Create and present comprehensive financial strategies
• Collaborate with service line professionals for effective reporting
• Assist in refining processes and deliverable standards
Requirements:
• Must hold a CFP® certification
• At least 5-10 years in financial planning
• Experience with financial planning software is essential
• Proficient in Microsoft Office Suite
• Solid analytical and communication skills
Leverage your financial planning skills at MNP to redefine wealth for your clients!
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📌 Senior Associate in MNP Family Office Services (Alberta)
🏢 MNP
📍 Alberta