Join MNP as a Senior Associate in Family Office Services in Ottawa or Toronto, and make a difference for high net worth clients.

Your role will involve developing and presenting comprehensive financial strategies for affluent families. As a Senior Associate, you will work within a specialized team to provide financial planning tailored to the needs of wealthy individuals and business owners.

Your responsibilities will include crafting financial strategies, utilizing cutting-edge planning software, and ensuring all deliverables meet high standards. Robust quantitative and communication skills are crucial for this role as you liaise with diverse professionals to achieve optimal results. Key Responsibilities:





- Prepare and present customized financial solutions for clients
- Collaborate with service line professionals for comprehensive reports
- Aid in the improvement of processes and update resources regularly

Requirements:

- 5-10+ years in financial planning for business owners
- Experience in using software such as WealthPath
- Proficient in Microsoft Office Suite
- Strong verbal and written communication skills
- Ability to handle multiple projects simultaneously

Utilize your financial acumen to enhance client wealth at MNP!

📌 Family Office Services Senior Associate Ottawa (Toronto)
🏢 MNP
📍 Toronto