Make an impact with our Family Office Services team as a Senior Analyst. 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 Analyst, you’ll be supporting various financial planning and analysis processes for high net worth and ultra-high net worth families, business owners, and professionals.MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.Responsibilities- Preparation of financial plans and strategies for High Net Worth (HNW) clients- Working with professionals across service lines to coordinate on projects; communicate informationand deliver reports asrequired- Assistingin process improvement exercises andmaintainingcurrent versions of deliverables, templates, and filing systemsSkills and Experience- Enrolled in or completed CFP curriculum,



with keen interest in a career in high-net-worth wealth planning & advisory- 2-4 years of experience in a personal finance-related role; ideally a role that involves one or more of the below:- Using financial planning software to create financial plans that were expected to be presented to clients by you or a colleague- Meeting with clients to deliver financial planning advice- Sale of financial products and services such as life insurance or mutual funds- Accounting-related work experience- Strongproficiencyin Microsoft Excel, Microsoft PowerPoint, Microsoft Word- Experience with financial planning software (e.Naviplan,WealthPath,Planworthor equivalent) is preferred- Strong written and verbal communication skills- Attention to details and a willingness to work independently- Strong time management skills and able to work across multiple projects concurrentlyMyRewards@MNPWith 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 advantages, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!The annual salary range for this position is: CA$75,000 - $95,000. Compensation is determined based on individual skills and relevant experience.Diversity@MNPWe 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!#J-18808-Ljbffr

📌 Senior Analyst, Family Office Services - C$75,000 - C$95,000 A Year (Toronto)
🏢 MNP
📍 Toronto