Elevate your career with MNP as a Senior Associate in Family Office Services located in Toronto or Ottawa. You'll create and present financial strategies for high net worth clients while collaborating with a multi-disciplinary team.

The MNP Family Office Services team is searching for a Senior Associate with extensive experience in financial planning. In this role, you will prepare and present tailored financial plans for affluent families and business owners. Your expertise in financial products and solid analytical skills will be essential as you work closely with clients and support process improvements within the team.

Key Responsibilities:
• Prepare financial plans for HNW clients with team support
• Deliver reports by collaborating with professionals across services
• Support process improvement initiatives and update templates

Requirements:
• 5-10+ years of financial planning experience
• Proficiency in financial planning software like Naviplan
• Strong skills in Excel, PowerPoint, and Word
• Excellent communication and analytical abilities
• Ability to manage multiple projects effectively

Make a significant impact by leveraging your financial expertise at MNP!
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📌 Senior Associate Family Office Services Toronto (Ontario)
🏢 MNP
📍 Ontario