Join MNP's Family Office Services team as an Associate. Focus on providing financial planning for high net worth and ultra-high net worth clients in Canada.

This role at MNP, a premier accounting and business advisory firm, involves analyzing financial needs and developing tailored planning strategies. Work collaboratively with various professionals to deliver detailed reports and improve processes. Your expertise in financial planning software and communication skills will be essential in meeting client expectations.

Key Responsibilities:
• Develop financial plans and reports for HNW clients
• Work with teams to share important information
• Improve existing processes and deliverables for efficiency

Requirements:
• 3-5+ years of financial planning experience
• Familiarity with software like WealthPath or Conquest
• Solid communication and quantitative skills
• Detail-oriented with independent work capabilities
• Proficiency in Microsoft Excel and PowerPoint

Bring your financial planning expertise to support MNP's distinguished clientele.
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📌 Associate in Family Office Services (British Columbia)
🏢 MNP
📍 British Columbia