02 Sep
|
MNP
|
British Columbia
02 Sep
MNP
British Columbia
Contribute to the MNP Family Office Services team as an Associate. Support high net worth clients with strategic financial planning and analysis tailored to their unique needs.
As part of MNP, a leading national accounting and advisory firm in Canada, you will play a vital role in assisting high net worth families and business owners. This position requires robust financial planning skills, along with expertise in relevant software and tools. Collaborate with other professionals to ensure effective client communication and support process improvements.
Key Responsibilities:
• Prepare financial plans for high net worth clients
• Communicate relevant information across service lines
• Support process improvement initiatives and maintain templates
Requirements:
• 3-5+ years in financial planning for business owners
• Proficiency in financial planning software like Naviplan
• Strong analytical skills and attention to detail
• Excellent Microsoft Office skills
• Ability to manage multiple projects simultaneously
Make a meaningful impact through your financial expertise with the MNP Family Office Services team.
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📌 Family Office Associate at MNP (British Columbia)
🏢 MNP
📍 British Columbia