Financial Planning Associate at MNP (British Columbia)

Financial Planning Associate at MNP (British Columbia)

07 Sep
|
MNP
|
British Columbia

07 Sep

MNP

British Columbia

Elevate wealth management services at MNP as a Financial Planning Associate. Support high net worth individuals in navigating their financial futures through expert planning.

At MNP, a respected leader in business advisory and accounting, you will provide critical financial planning support to affluent clients, working on strategic analyses and enhancing service processes. This role demands strong quantitative skills and the ability to effectively convey complex information to clients and colleagues alike.

Key Responsibilities:
• Create and present financial plans for high net worth families
• Collaborate across teams to deliver insightful reports
• Update and maintain financial planning processes and templates

Requirements:
• 3-5+ years in financial advisory roles
• Experience with planning software such as Conquest
• Excellent verbal and written communication skills
• Robust proficiency in Microsoft Office tools
• Ability to manage multiple priorities effectively

Help redefine financial success for MNP's high-net-worth clients with your financial acumen.
#J-18808-Ljbffr

📌 Financial Planning Associate at MNP (British Columbia)
🏢 MNP
📍 British Columbia

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial planning associate at mnp (british columbia) / british columbia