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 team-oriented 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
- Strong analytical and communication skills

Leverage your financial planning skills at MNP to redefine wealth for your clients!

📌 Senior Associate in MNP Family Office Services (Edmonton)
🏢 MNP
📍 Edmonton